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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $8.16B invested in H&R Block in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 148 reducing their positions, and 48 closing their positions.

Holders
437
Holders Change
+13
Holders Change %
+3.07%
% of All Funds
11.66%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
66
Increased
149
Reduced
148
Closed
48
Calls
$91.9M
Puts
$58.6M
Net Calls
+$33.3M
Net Calls Change
-$141M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$194M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$388M
3
First Manhattan
3
First Manhattan
New York
$104M
4
CGI
4
CI Global Investments
California
$79.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$280M

Top Sellers

1
TP
1
Third Point
New York
$0
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
WCMNY
3
Westchester Capital Management (New York)
New York
$0
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$86.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
101
Riverhead Capital Management
Delaware
$10.4M +$443K +13,136 +4%
TA
102
Teachers Advisors
New York
$10.4M +$3.15M +93,671 +44%
OCM
103
Oskie Capital Management
New York
$10.3M -$4.4M -130,724 -30%
MAM
104
Martingale Asset Management
Massachusetts
$10.2M -$673K -19,991 -6%
EWM
105
Endurance Wealth Management
Rhode Island
$10M +$52.2K +1,550 +0.5%
KAM
106
Knightsbridge Asset Management
California
$10M -$521K -15,480 -5%
AIA
107
Affinity Investment Advisors
California
$9.97M +$588K +17,452 +6%
AAM
108
Auxier Asset Management
Oregon
$9.83M -$21.9K -650 -0.2%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$9.73M +$1.63M +48,532 +20%
KeyBank National Association
110
KeyBank National Association
Ohio
$9.41M +$1.48M +43,839 +19%
HCMT
111
Highland Capital Management (Texas)
Texas
$8.73M -$8.35M -248,049 -49%
Swiss National Bank
112
Swiss National Bank
Switzerland
$8.55M -$300K -8,900 -3%
WHG
113
Westwood Holdings Group
Texas
$8.55M +$8.55M +253,975 New
ANI
114
American National Insurance
Texas
$8.54M – – –
CBCM
115
Charter Bridge Capital Management
New York
$8.42M -$4.21M -125,000 -33%
TAM
116
Tocqueville Asset Management
New York
$7.85M +$4.52M +134,130 +136%
FWCM
117
Ferguson Wellman Capital Management
Oregon
$7.79M +$274K +8,130 +4%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$7.6M +$5.76M +171,024 +314%
BCIM
119
British Columbia Investment Management
British Columbia, Canada
$7.56M +$3.75M +111,305 +98%
PAM
120
Panagora Asset Management
Massachusetts
$7.55M +$4.61M +136,863 +157%
EGM
121
Espalier Global Management
New York
$7.35M -$229K -6,800 -3%
PI
122
Putnam Investments
Massachusetts
$7.26M -$13.3M -396,147 -65%
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$7.21M +$411K +12,210 +6%
SG Americas Securities
124
SG Americas Securities
New York
$7.09M +$1.05M +31,195 +17%
Two Sigma Investments
125
Two Sigma Investments
New York
$7.07M -$32.8M -975,103 -82%
3 4
5
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