HRB icon

H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 closing their positions.

Holders
444
Holders Change
–
Holders Change %
0%
% of All Funds
11.97%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.22%
New
64
Increased
169
Reduced
140
Closed
59
Calls
$318M
Puts
$88.7M
Net Calls
+$229M
Net Calls Change
+$49.6M

Top Buyers

1
ECP
1
Empyrean Capital Partners
California
$48.9M
2
CGI
2
CI Global Investments
California
$191M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$48.6M
4
EA
4
Euclid Advisors
Connecticut
$41.1M
5
Millennium Management
5
Millennium Management
New York
$37.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$463M
2
SIG
2
Senator Investment Group
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13M
5
DC
5
Davenport & Co
Virginia
$589K
Name Market Value Shares Shares
Change 		Shares
Change %
T
101
Tahithromos
New York
$10.4M 350,374 +40,700 +13%
Prudential Financial
102
Prudential Financial
New Jersey
$10.3M 348,083 -8,100 -2%
CS
103
Candriam SCA
Luxembourg
$10.1M 341,365 -124,051 -27%
AIA
104
Affinity Investment Advisors
California
$9.62M 324,589 -23,046 -7%
HA
105
Hays Advisory
Tennessee
$9.37M 315,841 -24,929 -7%
ARC
106
Absolute Return Capital
Massachusetts
$9.23M 311,376 +132,851 +74%
AAMU
107
Amundi Asset Management US
Massachusetts
$9.16M 308,878 -524,856 -63%
ARTA
108
A.R.T. Advisors
New York
$8.93M 301,281 -192,322 -39%
EWM
109
Endurance Wealth Management
Rhode Island
$8.93M 301,027 +2,975 +1%
NFA
110
Nationwide Fund Advisors
Ohio
$8.45M 284,875 -5,859 -2%
PMAM
111
Picton Mahoney Asset Management
Ontario, Canada
$8.12M 273,700 -60,300 -18%
AAM
112
Auxier Asset Management
Oregon
$8.1M 273,225 -4,965 -2%
SC
113
Seawolf Capital
New York
$7.89M 266,100 +266,100 New
OC
114
Oppenheimer & Co
New York
$7.58M 255,576 +26,873 +12%
ANI
115
American National Insurance
Texas
$7.52M 253,625 – –
Credit Agricole
116
Credit Agricole
France
$7.43M 250,572 +197,535 +372%
RJA
117
Raymond James & Associates
Florida
$7.3M 246,289 -3,143 -1%
RCM
118
Riverhead Capital Management
Delaware
$7.29M 245,719 -58,102 -19%
PAMU
119
Pictet Asset Management (UK)
United Kingdom
$7.09M 212,949 +33,500 +19%
TA
120
Teachers Advisors
New York
$7.09M 238,963 +4,587 +2%
TAM
121
Tocqueville Asset Management
New York
$7.05M 237,614 – –
UBS Group
122
UBS Group
Switzerland
$6.79M 228,941 -406,171 -64%
KeyBank National Association
123
KeyBank National Association
Ohio
$6.75M 227,800 -36,235 -14%
Retirement Systems of Alabama
124
Retirement Systems of Alabama
Alabama
$6.66M 224,522 +3,934 +2%
GAAM
125
Guinness Atkinson Asset Management
California
$6.61M 222,880 +2,070 +0.9%
3 4
5
6 7