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H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.28B invested in H&R Block in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 143 reducing their positions, and 43 closing their positions.

Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
12.31%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
48
Increased
160
Reduced
143
Closed
43
Calls
$336M
Puts
$161M
Net Calls
+$174M
Net Calls Change
-$3.01M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$677M
3
American Century Companies
3
American Century Companies
Missouri
$64.8M
4
WCMNY
4
Westchester Capital Management (New York)
New York
$53.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$125M

Top Sellers

1
SIG
1
Senator Investment Group
New York
$85.3M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$96.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$79.9M
4
Norges Bank
4
Norges Bank
Norway
$70.4M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
BPGAM
101
BTG Pactual Global Asset Management
Bermuda
$9.3M 300,000 +300,000 New
BJ
102
BlackRock Japan
Japan
$9.27M 298,848 +3,924 +1%
RCM
103
Riverhead Capital Management
Delaware
$9.2M 296,547 +25,395 +9%
EWM
104
Endurance Wealth Management
Rhode Island
$9.19M 296,517 -1,400 -0.5%
AAM
105
Auxier Asset Management
Oregon
$9.07M 292,390 -2,850 -1%
PG
106
PEAK6 Group
Illinois
$8.91M 287,400 +177,888 +162%
AIA
107
Affinity Investment Advisors
California
$8.64M 278,575 -27,182 -9%
Lazard Asset Management
108
Lazard Asset Management
New York
$8.35M 269,400 -5,800 -2%
WG
109
Winton Group
United Kingdom
$8.27M 266,596 -421,282 -61%
Hudson Bay Capital Management
110
Hudson Bay Capital Management
Connecticut
$8.22M 265,073 +65,000 +32%
Swiss National Bank
111
Swiss National Bank
Switzerland
$8.15M 262,865 -4,300 -2%
ANI
112
American National Insurance
Texas
$7.87M 253,625 – –
FQ
113
First Quadrant
California
$7.78M 251,000 +251,000 New
BA
114
BlackRock Advisors
Delaware
$7.63M 246,175 +7,129 +3%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$7.46M 240,443 +152,562 +174%
AIA
116
Avalon Investment & Advisory
Texas
$7.42M 239,290 +5,418 +2%
Capital Fund Management (CFM)
117
Capital Fund Management (CFM)
France
$7.34M 236,597 +199,687 +541%
KeyBank National Association
118
KeyBank National Association
Ohio
$7.31M 235,589 +85,261 +57%
MAA
119
Managed Account Advisors
New Jersey
$7.2M 232,028 +48,015 +26%
JHIU
120
Janus Henderson Investors US
Colorado
$7.01M 226,200 -151,900 -40%
EGM
121
Espalier Global Management
New York
$6.98M 225,000 -125,000 -36%
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$6.96M 224,276 +13,808 +7%
FWCM
123
Ferguson Wellman Capital Management
Oregon
$6.92M 223,138 +3,235 +1%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$6.72M 216,797 -6,697 -3%
TA
125
Teachers Advisors
New York
$6.67M 215,207 +5,382 +3%
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5
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