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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $8.16B invested in H&R Block in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 148 reducing their positions, and 48 closing their positions.

Holders
437
Holders Change
+13
Holders Change %
+3.07%
% of All Funds
11.66%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
66
Increased
149
Reduced
148
Closed
48
Calls
$91.9M
Puts
$58.6M
Net Calls
+$33.3M
Net Calls Change
-$141M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$194M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$388M
3
First Manhattan
3
First Manhattan
New York
$104M
4
CGI
4
CI Global Investments
California
$79.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$280M

Top Sellers

1
TP
1
Third Point
New York
$0
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
WCMNY
3
Westchester Capital Management (New York)
New York
$0
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$86.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$20.5M
Name Market Value Shares Shares
Change 		Shares
Change %
FCH
76
Freestone Capital Holdings
Washington
$17.4M 516,514 +516,514 New
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$17.3M 512,911 +13,554 +3%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$17.2M 511,062 +4,864 +1%
AllianceBernstein
79
AllianceBernstein
Tennessee
$17M 505,528 -30,325 -6%
APG Asset Management
80
APG Asset Management
Netherlands
$16.7M 495,503 +10,700 +2%
RAM
81
RWC Asset Management
United Kingdom
$16.7M 494,882 +302,327 +157%
NA
82
NS Advisors
Connecticut
$16.3M 483,635 -94,777 -16%
CCMH
83
Cornerstone Capital Management Holdings
New York
$16.2M 481,438 -74,299 -13%
Invesco
84
Invesco
Georgia
$15.9M 472,163 +71,810 +18%
MAA
85
Managed Account Advisors
New Jersey
$15.6M 464,060 +232,032 +100%
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$15.3M 454,758 +3,000 +0.7%
Barclays
87
Barclays
United Kingdom
$15.3M 463,404 -275,702 -37%
PPA
88
Parametric Portfolio Associates
Washington
$14.9M 441,964 -4,122 -0.9%
Wells Fargo
89
Wells Fargo
California
$14.7M 436,757 -901,110 -67%
Lord, Abbett & Co
90
Lord, Abbett & Co
New Jersey
$14.6M 432,000 +432,000 New
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$14.5M 430,974 -4,382 -1%
NFA
92
Nationwide Fund Advisors
Ohio
$14M 416,796 -72,959 -15%
Principal Financial Group
93
Principal Financial Group
Iowa
$13.9M 413,237 +3,531 +0.9%
DP
94
Delta Partners
Massachusetts
$13.6M 404,500 – –
RhumbLine Advisers
95
RhumbLine Advisers
Massachusetts
$13.5M 400,238 -5,625 -1%
GI
96
GAMCO Investors
Connecticut
$13.5M 399,486 -25,415 -6%
Adage Capital Partners
97
Adage Capital Partners
Massachusetts
$13.4M 397,000 -7,300 -2%
MTB
98
Mizuho Trust & Banking
Japan
$12.4M 367,847 +25,854 +8%
PMAM
99
Picton Mahoney Asset Management
Ontario, Canada
$11.7M 346,900 -2,700 -0.8%
BJ
100
BlackRock Japan
Japan
$11.2M 333,605 +34,757 +12%
2 3
4
5 6