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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.79%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$244M
2
LCOV
2
London Company of Virginia
Virginia
$140M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$509M
4
SCM
4
Smead Capital Management
Arizona
$86.8M
5
AR
5
Advisory Research
Illinois
$74.1M

Top Sellers

1
AIG
1
American International Group
New York
$4.32M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$439M
3
Boston Partners
3
Boston Partners
Massachusetts
$98.1M
4
OC
4
Orange Capital
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$241K
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$12.2M 366,450 -39,892 -10%
Principal Financial Group
77
Principal Financial Group
Iowa
$12M 358,785 -20,304 -5%
WHG
78
Westwood Holdings Group
Texas
$11.9M 356,543 -59,795 -14%
MTB
79
Mizuho Trust & Banking
Japan
$11.9M 355,165 -47,267 -12%
NA
80
NS Advisors
Connecticut
$11.8M 355,004 -123,631 -26%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$11.6M 347,100 -64,400 -16%
UBS Group
82
UBS Group
Switzerland
$11.5M 346,169 +107,015 +45%
IGIM
83
I.G. Investment Management
Manitoba, Canada
$11.3M 338,459 +88,200 +35%
CS
84
Credit Suisse
Switzerland
$11.2M 335,539 -2,408,426 -88%
DekaBank Deutsche Girozentrale
85
DekaBank Deutsche Girozentrale
Germany
$11.1M 332,290 +163,576 +97%
EWM
86
Endurance Wealth Management
Rhode Island
$10.9M 326,347 +1,374 +0.4%
Citadel Advisors
87
Citadel Advisors
Florida
$10.8M 324,676 -331,303 -51%
TA
88
Teachers Advisors
New York
$10.6M 318,817 +68,917 +28%
AAMU
89
Amundi Asset Management US
Massachusetts
$10.2M 307,069 +2,774 +0.9%
Canada Pension Plan Investment Board
90
Canada Pension Plan Investment Board
Ontario, Canada
$10.1M 303,200 +253,000 +504%
APG Asset Management
91
APG Asset Management
Netherlands
$9.7M 291,311 -67,720 -19%
Prudential Financial
92
Prudential Financial
New Jersey
$9.6M 288,233 -54,150 -16%
HA
93
Hays Advisory
Tennessee
$9.55M 286,615 -27,466 -9%
Lazard Asset Management
94
Lazard Asset Management
New York
$9.4M 282,331 +119,702 +74%
TG
95
TCW Group
California
$9.28M 278,609 +254,718 +1,066%
ANI
96
American National Insurance
Texas
$8.45M 253,625 – –
TAM
97
Tocqueville Asset Management
New York
$8.3M 249,249 +11,175 +5%
CCMH
98
Cornerstone Capital Management Holdings
New York
$7.73M 232,097 +132,421 +133%
MAM
99
Majedie Asset Management
United Kingdom
$7.73M 231,960 +231,960 New
Retirement Systems of Alabama
100
Retirement Systems of Alabama
Alabama
$7.71M 231,545 +17,347 +8%
2 3
4
5 6