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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.79B invested in H&R Block in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
444
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
58
Increased
168
Reduced
157
Closed
48
Calls
$228M
Puts
$48.2M
Net Calls
+$180M
Net Calls Change
+$146M

Top Buyers

1
First Manhattan
1
First Manhattan
New York
$208M
2
BG
2
BlackRock Group
United Kingdom
$158M
3
CGI
3
CI Global Investments
California
$155M
4
BA
4
BlackRock Advisors
Delaware
$62.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$772M

Top Sellers

1
HCM
1
Hoplite Capital Management
New York
$0
2
CCM
2
Cantillon Capital Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$199M
4
NRC
4
North Run Capital
Massachusetts
$0
5
AR
5
Advisory Research
Illinois
$59.2M
Name Market Value Shares Shares
Change 		Shares
Change %
T
101
Tahithromos
New York
$9.93M 309,674 +110,000 +55%
RCM
102
Riverhead Capital Management
Delaware
$9.74M 303,821 -5,862 -2%
EWM
103
Endurance Wealth Management
Rhode Island
$9.56M 298,052 -15 -0%
NFA
104
Nationwide Fund Advisors
Ohio
$9.32M 290,734 -126,062 -30%
AAM
105
Auxier Asset Management
Oregon
$8.92M 278,190 -13,550 -5%
CBCM
106
Charter Bridge Capital Management
New York
$8.56M 266,950 +16,950 +7%
KeyBank National Association
107
KeyBank National Association
Ohio
$8.47M 264,035 -15,393 -6%
ANI
108
American National Insurance
Texas
$8.13M 253,625 – –
RJA
109
Raymond James & Associates
Florida
$8M 249,432 +52,848 +27%
TAM
110
Tocqueville Asset Management
New York
$7.62M 237,614 +4,500 +2%
TA
111
Teachers Advisors
New York
$7.52M 234,376 -74,502 -24%
KAM
112
Knightsbridge Asset Management
California
$7.35M 229,140 -67,990 -23%
OC
113
Oppenheimer & Co
New York
$7.33M 228,703 +59,738 +35%
GAAM
114
Guinness Atkinson Asset Management
California
$7.08M 220,810 +59,970 +37%
Retirement Systems of Alabama
115
Retirement Systems of Alabama
Alabama
$7.07M 220,588 +52,120 +31%
WI
116
WBI Investments
New Jersey
$6.95M 216,813 +216,813 New
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$6.9M 215,126 +7,915 +4%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$6.68M 208,217 -5,700 -3%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$6.54M 203,784 -508 -0.2%
IG
120
ING Group
Netherlands
$6.13M 191,269 +180,419 +1,663%
Citigroup
121
Citigroup
New York
$6.03M 188,019 +55,621 +42%
PI
122
Putnam Investments
Massachusetts
$5.98M 186,487 -29,086 -13%
CCA
123
Catalyst Capital Advisors
New York
$5.86M 182,855 +19,779 +12%
ARC
124
Absolute Return Capital
Massachusetts
$5.73M 178,525 +15,094 +9%
Stifel Financial
125
Stifel Financial
Missouri
$5.66M 176,951 +40,407 +30%
3 4
5
6 7