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H&R Block
HRB

Overview Fund Activity

464 hedge funds and large institutions have $10.8B invested in H&R Block in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 53 closing their positions.

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
12.97%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.53%
New
75
Increased
156
Reduced
161
Closed
53
Calls
$366M
Puts
$214M
Net Calls
+$152M
Net Calls Change
-$77.4M

Top Buyers

1
SC
1
Samlyn Capital
New York
$107M
2
Citigroup
2
Citigroup
New York
$97.8M
3
CS
3
Credit Suisse
Switzerland
$99.3M
4
FIM
4
Freedom Investment Management
Connecticut
$73.7M
5
SG Americas Securities
5
SG Americas Securities
New York
$61.7M

Top Sellers

1
MCMC
1
Matrix Capital Management Company
New Hampshire
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$187M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$202M
4
CGI
4
CI Global Investments
California
$184M
5
ECP
5
Empyrean Capital Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$20.3M 560,679 -85,760 -13%
JG
77
Jefferies Group
New York
$20.1M 554,877 +554,877 New
FCH
78
Freestone Capital Holdings
Washington
$19.7M 544,621 +16,153 +3%
Mitsubishi UFJ Trust & Banking
79
Mitsubishi UFJ Trust & Banking
Japan
$19.4M 537,065 -7,362 -1%
AllianceBernstein
80
AllianceBernstein
Tennessee
$19.1M 528,762 -25,114 -5%
FCM
81
Farallon Capital Management
California
$18.4M 508,200 +508,200 New
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$18.4M 508,156 -4,202 -0.8%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$18.4M 507,268 +820 +0.2%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$18.2M 502,948 +243 +0%
Swiss National Bank
85
Swiss National Bank
Switzerland
$17.8M 491,065 +46,900 +11%
NA
86
NS Advisors
Connecticut
$17.3M 478,635 – –
Barclays
87
Barclays
United Kingdom
$16.6M 459,728 +249,084 +118%
OCM
88
Oskie Capital Management
New York
$15.4M 425,148 -66,993 -14%
Group One Trading
89
Group One Trading
Illinois
$15.3M 421,285 +301,552 +252%
WHG
90
Westwood Holdings Group
Texas
$15.1M 416,338 +43,723 +12%
PPA
91
Parametric Portfolio Associates
Washington
$15M 413,933 +669 +0.2%
HCMT
92
Highland Capital Management (Texas)
Texas
$14.9M 412,831 -515,125 -56%
Adage Capital Partners
93
Adage Capital Partners
Massachusetts
$14.9M 411,500 -5,200 -1%
RhumbLine Advisers
94
RhumbLine Advisers
Massachusetts
$14.7M 406,342 -939 -0.2%
MTB
95
Mizuho Trust & Banking
Japan
$14.6M 402,432 -105 -0%
RAM
96
RWC Asset Management
United Kingdom
$14.5M 401,213 +386,090 +2,553%
CWM
97
CIBC World Markets
New York
$14.5M 400,000 +400,000 New
SCI
98
Seneca Capital Investments
New York
$14.1M 389,000 +214,000 +122%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$13.9M 383,032 +70 +0%
Principal Financial Group
100
Principal Financial Group
Iowa
$13.7M 379,089 -1,414 -0.4%
2 3
4
5 6