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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.79%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$244M
2
LCOV
2
London Company of Virginia
Virginia
$140M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$509M
4
SCM
4
Smead Capital Management
Arizona
$86.8M
5
AR
5
Advisory Research
Illinois
$74.1M

Top Sellers

1
AIG
1
American International Group
New York
$4.32M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$439M
3
Boston Partners
3
Boston Partners
Massachusetts
$98.1M
4
OC
4
Orange Capital
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$241K
Name Market Value Shares Shares
Change 		Shares
Change %
OC
101
Oppenheimer & Co
New York
$7.68M 230,576 -31,352 -12%
FL
102
Fort LP
Maryland
$7.45M 223,576 +55,470 +33%
JHIU
103
Janus Henderson Investors US
Colorado
$7.15M 214,637 +167,333 +354%
AIA
104
Affinity Investment Advisors
California
$7.1M 213,119 +6,230 +3%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$7.07M 212,178 -574,607 -73%
RCM
106
Riverhead Capital Management
Delaware
$6.98M 209,443 -105,171 -33%
T
107
Tahithromos
New York
$6.67M 200,334 – –
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$6.66M 199,926 +18,070 +10%
KAM
109
Knightsbridge Asset Management
California
$6.57M 197,286 -19,925 -9%
NFA
110
Nationwide Fund Advisors
Ohio
$6.56M 196,934 -20,479 -9%
OCA
111
Otter Creek Advisors
Florida
$6.48M 194,386 +194,386 New
SBCM
112
Schwerin Boyle Capital Management
Massachusetts
$6.44M 193,178 – –
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$6.35M 190,547 -31,168 -14%
Canada Life
114
Canada Life
Manitoba, Canada
$6.14M 184,258 +31,612 +21%
National Pension Service
115
National Pension Service
South Korea
$6.12M 183,701 +12,180 +7%
PAMU
116
Pictet Asset Management (UK)
United Kingdom
$6.08M 182,449 -28,100 -13%
PI
117
PGGM Investments
Netherlands
$5.91M 177,343 -190,739 -52%
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$5.82M 174,697 -30,830 -15%
GAM
119
Guinness Asset Management
United Kingdom
$5.68M 170,598 -3,022 -2%
KeyBank National Association
120
KeyBank National Association
Ohio
$5.61M 168,437 -23,369 -12%
AAM
121
Auxier Asset Management
Oregon
$5.53M 166,137 -6,500 -4%
GAAM
122
Guinness Atkinson Asset Management
California
$5.53M 165,970 – –
VOYA Investment Management
123
VOYA Investment Management
Georgia
$5.51M 165,304 -34,183 -17%
CHCM
124
Columbus Hill Capital Management
New Jersey
$5.5M 165,000 -145,000 -47%
EGM
125
Espalier Global Management
New York
$5.28M 158,500 +58,500 +59%
3 4
5
6 7