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H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.28B invested in H&R Block in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
12.31%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
48
Increased
160
Reduced
143
Closed
43
Calls
$336M
Puts
$161M
Net Calls
+$174M
Net Calls Change
-$3.01M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
2
Vanguard Group
Vanguard Group
Pennsylvania
$677M
3
American Century Companies
American Century Companies
Missouri
$64.8M
4
WCMNY
Westchester Capital Management (New York)
New York
$53.6M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$125M

Top Sellers

1
SIG
Senator Investment Group
New York
$85.3M
2
Viking Global Investors
Viking Global Investors
Connecticut
$96.9M
3
Morgan Stanley
Morgan Stanley
New York
$79.9M
4
Norges Bank
Norges Bank
Norway
$70.4M
5
Marshall Wace
Marshall Wace
United Kingdom
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
Stevens Capital Management
Pennsylvania
$6.52M +$2.94M +94,856 +82%
Chevy Chase Trust
127
Chevy Chase Trust
Maryland
$6.48M +$416K +13,430 +7%
Bank of America
128
Bank of America
North Carolina
$6.48M -$2.72M -87,626 -30%
Citigroup
129
Citigroup
New York
$6.32M +$1.07M +34,405 +20%
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$6.26M +$41.9K +1,350 +0.7%
AC
131
Ascend Capital
California
$6.25M +$6.25M +201,450 New
JCM
132
JS Capital Management
New York
$6.2M -$930K -30,000 -13%
RAM
133
RWC Asset Management
United Kingdom
$5.97M -$8M -258,095 -57%
SG Americas Securities
134
SG Americas Securities
New York
$5.56M -$3.76M -121,111 -40%
HI
135
HBK Investments
Texas
$5.24M +$3.58M +115,500 +215%
Retirement Systems of Alabama
136
Retirement Systems of Alabama
Alabama
$5.23M +$32.2K +1,038 +0.6%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$5.13M -$67.3K -2,171 -1%
EA
138
Euclid Advisors
Connecticut
$5.1M +$5.1M +164,490 New
OC
139
Oppenheimer & Co
New York
$5.06M +$31.8K +1,025 +0.6%
FCI
140
Financial Counselors Inc
Kansas
$5M -$1.31M -42,388 -21%
WLC
141
Wing Lake Capital
New York
$4.97M -$43.8K -1,411 -0.9%
TCMG
142
TSP Capital Management Group
New Jersey
$4.92M -$5.33M -159,075 Closed
PAMU
143
Pictet Asset Management (UK)
United Kingdom
$4.66M -$121K -3,900 -3%
IGIM
144
I.G. Investment Management
Manitoba, Canada
$4.65M – – –
RFC
145
Russell Frank Company
Washington
$4.59M +$4.19M +135,006 +1,060%
GAAM
146
Guinness Atkinson Asset Management
California
$4.45M +$1.7M +54,740 +62%
PI
147
PineBridge Investments
New York
$4.42M +$4.4M +142,002 +31,556%
TG
148
TCW Group
California
$4.18M -$79.1K -2,550 -2%
1IC
149
1919 Investment Counsel
Maryland
$4.12M -$42.7K -1,378 -1%
Canada Life
150
Canada Life
Manitoba, Canada
$4.11M +$82.1K +2,641 +2%
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