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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 closing their positions.

Holders
444
Holders Change
–
Holders Change %
0%
% of All Funds
11.97%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.22%
New
64
Increased
169
Reduced
140
Closed
59
Calls
$318M
Puts
$88.7M
Net Calls
+$229M
Net Calls Change
+$49.6M

Top Buyers

1
ECP
1
Empyrean Capital Partners
California
$48.9M
2
CGI
2
CI Global Investments
California
$191M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$48.6M
4
EA
4
Euclid Advisors
Connecticut
$41.1M
5
Millennium Management
5
Millennium Management
New York
$37.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$463M
2
SIG
2
Senator Investment Group
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13M
5
DC
5
Davenport & Co
Virginia
$589K
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$15M 506,448 +54,600 +12%
MAA
77
Managed Account Advisors
New Jersey
$15M 506,301 +21,962 +5%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$14.9M 502,705 +543 +0.1%
WI
79
WBI Investments
New Jersey
$14.7M 496,383 +279,570 +129%
OCM
80
Oskie Capital Management
New York
$14.6M 492,141 +492,141 New
NA
81
NS Advisors
Connecticut
$14.2M 478,635 – –
CS
82
Credit Suisse
Switzerland
$13.9M 468,392 -15,891 -3%
Citadel Advisors
83
Citadel Advisors
Florida
$13.5M 455,538 +279,288 +158%
Swiss National Bank
84
Swiss National Bank
Switzerland
$13.2M 444,165 +26,100 +6%
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$13M 439,551 -1,277,579 -74%
APG Asset Management
86
APG Asset Management
Netherlands
$13M 438,925 – –
PAM
87
Panagora Asset Management
Massachusetts
$12.7M 427,082 -3,947 -0.9%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$12.5M 422,072 -39,993 -9%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$12.4M 416,700 – –
PPA
90
Parametric Portfolio Associates
Washington
$12.3M 413,264 -30,436 -7%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$12.1M 407,281 +9,902 +2%
PI
92
Putnam Investments
Massachusetts
$12M 404,219 +217,732 +117%
MTB
93
Mizuho Trust & Banking
Japan
$11.9M 402,537 +25,597 +7%
Bank of America
94
Bank of America
North Carolina
$11.7M 396,130 -36,736 -8%
Axa
95
Axa
France
$11.6M 390,801 +370,858 +1,860%
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$11.4M 382,962 +500 +0.1%
Principal Financial Group
97
Principal Financial Group
Iowa
$11.3M 380,503 -34,449 -8%
WHG
98
Westwood Holdings Group
Texas
$11M 372,615 -14,630 -4%
PP
99
Prudential plc
United Kingdom
$11M 370,860 +370,860 New
IGIM
100
I.G. Investment Management
Manitoba, Canada
$10.4M 352,200 +189,200 +116%
2 3
4
5 6