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H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.89B invested in H&R Block in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 140 increasing their positions, 146 reducing their positions, and 37 closing their positions.

Holders
424
Holders Change
+30
Holders Change %
+7.61%
% of All Funds
12.19%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
70
Increased
140
Reduced
146
Closed
37
Calls
$226M
Puts
$48.7M
Net Calls
+$177M
Net Calls Change
+$102M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$165M
2
Morgan Stanley
2
Morgan Stanley
New York
$157M
3
CCM
3
Cantillon Capital Management
New York
$80.1M
4
Norges Bank
4
Norges Bank
Norway
$140M
5
Victory Capital Management
5
Victory Capital Management
Texas
$67.2M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$200M
2
SC
2
Sculptor Capital
New York
$8.38M
3
JHIU
3
Janus Henderson Investors US
Colorado
$12.7M
4
HCM
4
Hoplite Capital Management
New York
$123M
5
MCMC
5
Matrix Capital Management Company
New Hampshire
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
76
Parametric Portfolio Associates
Washington
$14.9M -$169K -5,041 -1%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$14.9M -$24.7K -737 -0.2%
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$14.8M -$10.2M -302,998 -41%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$14.8M -$323K -9,650 -2%
AQR Capital Management
80
AQR Capital Management
Connecticut
$14.5M -$5.12M -152,821 -26%
BKBG
81
BHF Kleinwort Benson Group
Belgium
$14.3M +$2.81M +83,953 +24%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$13.9M -$182K -5,444 -1%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$13.8M -$221K -6,600 -2%
GI
84
GAMCO Investors
Connecticut
$13.7M +$2.42M +72,116 +22%
DP
85
Delta Partners
Massachusetts
$13.6M +$2.29M +68,300 +20%
Prudential Financial
86
Prudential Financial
New Jersey
$13.4M +$517K +15,422 +4%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$13.4M +$100K +2,984 +0.8%
HCM
88
Highbridge Capital Management
New York
$13.2M +$13.2M +393,014 New
APG Asset Management
89
APG Asset Management
Netherlands
$13.2M +$2.12M +63,173 +19%
OCM
90
Oskie Capital Management
New York
$12.8M -$2.01M -60,000 -14%
JHIU
91
Janus Henderson Investors US
Colorado
$12.7M -$71.1M -2,121,013 -85%
Millennium Management
92
Millennium Management
New York
$12.5M -$35.3M -1,052,493 -74%
U
93
UBS
Switzerland
$12.2M -$5.5M -164,126 -31%
Citadel Advisors
94
Citadel Advisors
Florida
$12.1M -$19.7M -586,501 -62%
EGM
95
Espalier Global Management
New York
$11.7M -$838K -25,000 -7%
MTB
96
Mizuho Trust & Banking
Japan
$11.7M -$237K -7,056 -2%
Principal Financial Group
97
Principal Financial Group
Iowa
$11.3M -$2.07M -61,627 -15%
Barclays
98
Barclays
United Kingdom
$11.2M -$2.78M -84,325 -20%
SC
99
Seawolf Capital
New York
$11.1M +$1.86M +55,400 +20%
KAM
100
Knightsbridge Asset Management
California
$10.9M -$959K -28,620 -8%
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4
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