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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $6.78B invested in H&R Block in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 172 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+7
Holders Change %
+1.82%
% of All Funds
11.36%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
50
Increased
107
Reduced
172
Closed
41
Calls
$120M
Puts
$95.3M
Net Calls
+$24.5M
Net Calls Change
-$35.9M

Top Buyers

1
AIG
American International Group
New York
$270M
2
SC
Sculptor Capital
New York
$161M
3
NRC
North Run Capital
Massachusetts
$44.8M
4
Viking Global Investors
Viking Global Investors
Connecticut
$510M
5
FA
Friess Associates
Delaware
$29.2M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$9.49M
2
LPC
Lone Pine Capital
Connecticut
$0
3
SCA
Southpoint Capital Advisors
New York
$43.6M
4
State Street
State Street
Massachusetts
$330M
5
HCM
Hoplite Capital Management
New York
$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$5.64M -$171K -5,890 -3%
MCA
127
Metropolitan Capital Advisors
New York
$5.56M +$393K +13,532 +8%
Wells Fargo
128
Wells Fargo
California
$5.54M -$113K -3,908 -2%
Bank of America
129
Bank of America
North Carolina
$5.5M -$1.04M -35,886 -16%
Parallax Volatility Advisers
130
Parallax Volatility Advisers
California
$5.45M +$2.14M +73,733 +65%
BCIM
131
British Columbia Investment Management
British Columbia, Canada
$5.32M -$338K -11,625 -6%
Millennium Management
132
Millennium Management
New York
$5.24M -$13.2M -453,668 -72%
RCM
133
Riverhead Capital Management
Delaware
$5.24M +$1.9M +65,373 +57%
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$5.15M -$136K -4,695 -3%
U
135
UBS
Switzerland
$5.12M +$1.8M +62,038 +54%
Caisse de Depot et Placement du Quebec (CDPQ)
136
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.08M -$1.28M -44,100 -20%
Retirement Systems of Alabama
137
Retirement Systems of Alabama
Alabama
$4.74M +$5.34K +184 +0.1%
NTCOC
138
Northern Trust Company of Connecticut
Connecticut
$4.6M -$53.8K -1,852 -1%
TCMG
139
TSP Capital Management Group
New Jersey
$4.57M -$4.43M – –
Robeco Institutional Asset Management
140
Robeco Institutional Asset Management
Netherlands
$4.4M -$8.72M -300,253 -66%
Two Sigma Advisers
141
Two Sigma Advisers
New York
$4.17M +$3.63M +125,099 +673%
PAMU
142
Pictet Asset Management (UK)
United Kingdom
$4.13M -$66.8K -2,300 -2%
IGIM
143
I.G. Investment Management
Manitoba, Canada
$3.98M +$3.98M +137,200 New
Canada Life
144
Canada Life
Manitoba, Canada
$3.97M +$183K +6,267 +5%
TG
145
TCW Group
California
$3.93M -$2.9K -100 -0.1%
HI
146
HBK Investments
Texas
$3.8M -$2.5M -86,000 -40%
EA
147
Euclid Advisors
Connecticut
$3.72M -$234K -8,050 -6%
TPSF
148
Texas Permanent School Fund
Texas
$3.67M -$282K -9,725 -7%
TD Asset Management
149
TD Asset Management
Ontario, Canada
$3.65M -$139K -4,780 -4%
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.58M +$918K +31,621 +35%
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6
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