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H&R Block
HRB

Overview Fund Activity

428 hedge funds and large institutions have $5.33B invested in H&R Block in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 146 reducing their positions, and 68 closing their positions.

Holders
428
Holders Change
-21
Holders Change %
-4.68%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-81.82%
% of All Funds
0.05%
New
52
Increased
166
Reduced
146
Closed
68
Calls
$43.5M
Puts
$19.8M
Net Calls
+$23.7M
Net Calls Change
-$939K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$491M
2
Bank of America
2
Bank of America
North Carolina
$271M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$51.3M
4
WHG
4
Westwood Holdings Group
Texas
$52.8M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$59.3M

Top Sellers

1
CGI
1
CI Global Investments
California
$46.9M
2
Boston Partners
2
Boston Partners
Massachusetts
$36.2M
3
American Century Companies
3
American Century Companies
Missouri
$0
4
GT
4
Glenmede Trust
Pennsylvania
$1.92M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
101
Chevy Chase Trust
Maryland
$5.27M +$236K +8,917 +5%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$5.24M +$873K +33,043 +20%
MAM
103
Majedie Asset Management
United Kingdom
$5.21M -$917K -34,705 -15%
FL
104
Fort LP
Maryland
$5.19M -$713K -26,985 -12%
GAM
105
Guinness Asset Management
United Kingdom
$5.14M +$636K +24,080 +14%
National Pension Service
106
National Pension Service
South Korea
$5.08M +$224K +8,495 +5%
AIG
107
American International Group
New York
$4.95M +$1.52M +57,658 +44%
CCMH
108
Cornerstone Capital Management Holdings
New York
$4.92M -$1.21M -45,868 -20%
RCM
109
Riverhead Capital Management
Delaware
$4.92M -$615K -23,281 -11%
Los Angeles Capital Management
110
Los Angeles Capital Management
California
$4.52M +$2.06M +78,003 +84%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$4.42M -$193K -7,290 -4%
Baird Financial Group
112
Baird Financial Group
Wisconsin
$4.35M +$575K +21,752 +15%
GAAM
113
Guinness Atkinson Asset Management
California
$4.34M -$45.7K -1,730 -1%
KeyBank National Association
114
KeyBank National Association
Ohio
$4.3M -$154K -5,834 -3%
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$4.28M +$2.97M +112,338 +227%
AAM
116
Auxier Asset Management
Oregon
$4.09M -$301K -11,385 -7%
Schroder Investment Management Group
117
Schroder Investment Management Group
United Kingdom
$4.05M -$11.2M -422,907 -73%
ERSOT
118
Employees Retirement System of Texas
Texas
$4.02M – – –
First Trust Advisors
119
First Trust Advisors
Illinois
$4.02M -$18.4M -698,032 -82%
Natixis Advisors
120
Natixis Advisors
Massachusetts
$3.93M +$3.63M +137,320 +1,186%
FCI
121
Financial Counselors Inc
Kansas
$3.93M -$46.2K -1,748 -1%
State of Tennessee, Department of Treasury
122
State of Tennessee, Department of Treasury
Tennessee
$3.86M +$2.98M +112,843 +340%
CCA
123
Catalyst Capital Advisors
New York
$3.64M -$31.8K -1,205 -0.9%
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$3.53M -$53.8K -2,037 -2%
Canada Life
125
Canada Life
Manitoba, Canada
$3.5M -$1.37M -51,704 -28%
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5
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