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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.79B invested in H&R Block in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
444
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
58
Increased
168
Reduced
157
Closed
48
Calls
$228M
Puts
$48.2M
Net Calls
+$180M
Net Calls Change
+$146M

Top Buyers

1
First Manhattan
1
First Manhattan
New York
$208M
2
BG
2
BlackRock Group
United Kingdom
$158M
3
CGI
3
CI Global Investments
California
$155M
4
BA
4
BlackRock Advisors
Delaware
$62.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$772M

Top Sellers

1
HCM
1
Hoplite Capital Management
New York
$0
2
CCM
2
Cantillon Capital Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$199M
4
NRC
4
North Run Capital
Massachusetts
$0
5
AR
5
Advisory Research
Illinois
$59.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
76
Credit Suisse
Switzerland
$15.5M 484,283 -66,774 -12%
NA
77
NS Advisors
Connecticut
$15.4M 478,635 -5,000 -1%
CS
78
Candriam SCA
Luxembourg
$14.9M 465,416 -280,555 -38%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$14.8M 462,065 +236,551 +105%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$14.5M 451,848 -2,910 -0.6%
PPA
81
Parametric Portfolio Associates
Washington
$14.2M 443,700 +1,736 +0.4%
APG Asset Management
82
APG Asset Management
Netherlands
$14.1M 438,925 -56,578 -11%
Bank of America
83
Bank of America
North Carolina
$13.9M 432,866 +265,445 +159%
PAM
84
Panagora Asset Management
Massachusetts
$13.8M 431,029 +206,999 +92%
Swiss National Bank
85
Swiss National Bank
Switzerland
$13.4M 418,065 +164,100 +65%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$13.4M 416,700 +19,700 +5%
Principal Financial Group
87
Principal Financial Group
Iowa
$13.3M 414,952 +1,715 +0.4%
GI
88
GAMCO Investors
Connecticut
$13.2M 411,143 +11,657 +3%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$13.2M 411,423 -134,886 -25%
DP
90
Delta Partners
Massachusetts
$13M 404,500 – –
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$12.7M 397,379 -2,859 -0.7%
WHG
92
Westwood Holdings Group
Texas
$12.4M 387,245 +133,270 +52%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$12.3M 382,462 -48,512 -11%
MTB
94
Mizuho Trust & Banking
Japan
$12.1M 376,940 +9,093 +2%
UOC
95
UBS O'Connor
Illinois
$11.6M 362,866 +362,866 New
Prudential Financial
96
Prudential Financial
New Jersey
$11.4M 356,183 -279,400 -44%
Arrowstreet Capital
97
Arrowstreet Capital
Massachusetts
$11.3M 352,002 +352,002 New
AIA
98
Affinity Investment Advisors
California
$11.1M 347,635 +51,608 +17%
HA
99
Hays Advisory
Tennessee
$10.9M 340,770 +340,770 New
PMAM
100
Picton Mahoney Asset Management
Ontario, Canada
$10.7M 334,000 -12,900 -4%
2 3
4
5 6