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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $8.16B invested in H&R Block in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 148 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+13
Holders Change %
+3.07%
% of All Funds
11.66%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
66
Increased
149
Reduced
148
Closed
48
Calls
$91.9M
Puts
$58.6M
Net Calls
+$33.3M
Net Calls Change
-$141M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$194M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$388M
3
First Manhattan
First Manhattan
New York
$104M
4
CGI
CI Global Investments
California
$79.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$280M

Top Sellers

1
TP
Third Point
New York
$0
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
WCMNY
Westchester Capital Management (New York)
New York
$0
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$86.5M
5
Renaissance Technologies
Renaissance Technologies
New York
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$6.98M -$63.4K -1,883 -0.9%
VOYA Investment Management
127
VOYA Investment Management
Georgia
$6.88M -$421K -12,505 -6%
T
128
Tahithromos
New York
$6.73M +$2.54M +75,400 +61%
RJA
129
Raymond James & Associates
Florida
$6.62M +$3.49M +103,602 +111%
BA
130
BlackRock Advisors
Delaware
$6.59M -$1.7M -50,512 -21%
BNP Paribas Financial Markets
131
BNP Paribas Financial Markets
France
$6.23M +$1.9M +56,442 +44%
EA
132
Euclid Advisors
Connecticut
$6.01M +$468K +13,900 +8%
PAMU
133
Pictet Asset Management (UK)
United Kingdom
$5.89M +$830K +24,649 +16%
Comerica Bank
134
Comerica Bank
Texas
$5.87M +$2.9M +86,203 +98%
OC
135
Oppenheimer & Co
New York
$5.69M +$191K +5,678 +3%
Retirement Systems of Alabama
136
Retirement Systems of Alabama
Alabama
$5.67M -$9.46K -281 -0.2%
Bank of America
137
Bank of America
North Carolina
$5.64M -$1.4M -41,443 -20%
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$5.56M -$20.5K -609 -0.4%
ARC
139
Absolute Return Capital
Massachusetts
$5.5M +$5.5M +163,431 New
CCA
140
Catalyst Capital Advisors
New York
$5.49M +$5.28M +156,854 +2,521%
FCI
141
Financial Counselors Inc
Kansas
$5.43M -$5.25K -156 -0.1%
GAAM
142
Guinness Atkinson Asset Management
California
$5.42M +$580K +17,210 +12%
JCM
143
JS Capital Management
New York
$5.22M -$1.52M -45,000 -23%
TCMG
144
TSP Capital Management Group
New Jersey
$5.2M -$4.92M – –
IGIM
145
I.G. Investment Management
Manitoba, Canada
$5.05M – – –
AP
146
AHL Partners
United Kingdom
$4.69M +$4.15M +123,168 +770%
SCI
147
Seneca Capital Investments
New York
$4.66M -$10.4M -310,000 -69%
CCM
148
Criterion Capital Management
California
$4.61M +$4.61M +137,000 New
Stifel Financial
149
Stifel Financial
Missouri
$4.61M +$4.61M +136,544 New
Canada Life
150
Canada Life
Manitoba, Canada
$4.47M +$21K +625 +0.5%
4 5
6
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