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H&R Block
HRB

Overview Fund Activity

464 hedge funds and large institutions have $10.8B invested in H&R Block in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 53 closing their positions.

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
12.97%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.53%
New
75
Increased
156
Reduced
161
Closed
53
Calls
$366M
Puts
$214M
Net Calls
+$152M
Net Calls Change
-$77.4M

Top Buyers

1
SC
1
Samlyn Capital
New York
$107M
2
Citigroup
2
Citigroup
New York
$97.8M
3
CS
3
Credit Suisse
Switzerland
$99.3M
4
FIM
4
Freedom Investment Management
Connecticut
$73.7M
5
SG Americas Securities
5
SG Americas Securities
New York
$61.7M

Top Sellers

1
MCMC
1
Matrix Capital Management Company
New Hampshire
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$187M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$202M
4
CGI
4
CI Global Investments
California
$184M
5
ECP
5
Empyrean Capital Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PI
101
PGGM Investments
Netherlands
$13.3M 368,082 +185,104 +101%
PG
102
PEAK6 Group
Illinois
$13.3M 367,242 +310,701 +550%
UOC
103
UBS O'Connor
Illinois
$13.2M 363,551 -331,666 -48%
APG Asset Management
104
APG Asset Management
Netherlands
$13M 359,031 -79,894 -18%
Prudential Financial
105
Prudential Financial
New Jersey
$12.4M 342,383 -5,700 -2%
AH
106
Achievement Holdings
Illinois
$11.9M 329,700 +329,700 New
EWM
107
Endurance Wealth Management
Rhode Island
$11.5M 324,973 +23,946 +8%
RCM
108
Riverhead Capital Management
Delaware
$11.4M 314,614 +68,895 +28%
HA
109
Hays Advisory
Tennessee
$11.4M 314,081 -1,760 -0.6%
CHCM
110
Columbus Hill Capital Management
New Jersey
$11.2M 310,000 +310,000 New
AAMU
111
Amundi Asset Management US
Massachusetts
$11M 304,295 -4,583 -1%
OAC
112
OMERS Administration Corp
Ontario, Canada
$11M 304,000 +304,000 New
PP
113
Prudential plc
United Kingdom
$11M 303,078 -67,782 -18%
PMAM
114
Picton Mahoney Asset Management
Ontario, Canada
$10.6M 291,600 +17,900 +7%
Credit Agricole
115
Credit Agricole
France
$10.2M 282,863 +32,291 +13%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$10.1M 278,614 -831,448 -75%
OC
117
Oppenheimer & Co
New York
$9.48M 261,928 +6,352 +2%
ANI
118
American National Insurance
Texas
$9.18M 253,625 – –
IGIM
119
I.G. Investment Management
Manitoba, Canada
$9.06M 250,259 -101,941 -29%
TA
120
Teachers Advisors
New York
$9.05M 249,900 +10,937 +5%
UBS Group
121
UBS Group
Switzerland
$8.66M 239,154 +10,213 +4%
TAM
122
Tocqueville Asset Management
New York
$8.62M 238,074 +460 +0.2%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$8.03M 221,715 +4,199 +2%
NFA
124
Nationwide Fund Advisors
Ohio
$7.87M 217,413 -67,462 -24%
KAM
125
Knightsbridge Asset Management
California
$7.86M 217,211 +15,431 +8%
3 4
5
6 7