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H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.28B invested in H&R Block in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 143 reducing their positions, and 43 closing their positions.

Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
12.31%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
48
Increased
160
Reduced
143
Closed
43
Calls
$336M
Puts
$161M
Net Calls
+$174M
Net Calls Change
-$3.01M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$677M
3
American Century Companies
3
American Century Companies
Missouri
$64.8M
4
WCMNY
4
Westchester Capital Management (New York)
New York
$53.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$125M

Top Sellers

1
SIG
1
Senator Investment Group
New York
$85.3M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$96.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$79.9M
4
Norges Bank
4
Norges Bank
Norway
$70.4M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
76
Mitsubishi UFJ Trust & Banking
Japan
$15.5M -$718K -23,148 -4%
NFA
77
Nationwide Fund Advisors
Ohio
$15.2M +$1.07M +34,640 +8%
AQR Capital Management
78
AQR Capital Management
Connecticut
$15.1M +$1.66M +53,585 +12%
APG Asset Management
79
APG Asset Management
Netherlands
$15M +$2.85M +91,952 +23%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$14M +$324K +10,450 +2%
SCI
81
Seneca Capital Investments
New York
$13.9M -$2.38M -76,600 -15%
PPA
82
Parametric Portfolio Associates
Washington
$13.8M +$39.3K +1,266 +0.3%
Royal Bank of Canada
83
Royal Bank of Canada
Ontario, Canada
$13.6M +$1.26M +40,525 +10%
OCM
84
Oskie Capital Management
New York
$13.6M +$1.7M +54,892 +14%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$13.5M -$249K -8,030 -2%
GI
86
GAMCO Investors
Connecticut
$13.2M +$540K +17,400 +4%
ARTA
87
A.R.T. Advisors
New York
$12.8M +$9.43M +304,136 +281%
Principal Financial Group
88
Principal Financial Group
Iowa
$12.7M +$2.28M +73,607 +22%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$12.6M -$263K -8,477 -2%
DP
90
Delta Partners
Massachusetts
$12.5M – – –
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$12.5M -$189K -6,100 -1%
FAM
92
Foxhaven Asset Management
Virginia
$12.4M +$12.4M +400,930 New
Invesco
93
Invesco
Georgia
$12.4M -$1.86M -59,952 -13%
CBCM
94
Charter Bridge Capital Management
New York
$11.6M +$11.6M +375,000 New
First Manhattan
95
First Manhattan
New York
$11.6M +$3.1M +100,000 +37%
U
96
UBS
Switzerland
$11.4M +$123K +3,975 +1%
First Trust Advisors
97
First Trust Advisors
Illinois
$11.1M +$11.1M +357,424 New
MTB
98
Mizuho Trust & Banking
Japan
$10.6M -$201K -6,481 -2%
MAM
99
Martingale Asset Management
Massachusetts
$10M +$5.07M +163,612 +102%
KAM
100
Knightsbridge Asset Management
California
$9.69M -$435K -14,020 -4%
2 3
4
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