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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.79B invested in H&R Block in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
444
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
58
Increased
168
Reduced
157
Closed
48
Calls
$228M
Puts
$48.2M
Net Calls
+$180M
Net Calls Change
+$146M

Top Buyers

1
First Manhattan
1
First Manhattan
New York
$208M
2
BG
2
BlackRock Group
United Kingdom
$158M
3
CGI
3
CI Global Investments
California
$155M
4
BA
4
BlackRock Advisors
Delaware
$62.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$772M

Top Sellers

1
HCM
1
Hoplite Capital Management
New York
$0
2
CCM
2
Cantillon Capital Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$199M
4
NRC
4
North Run Capital
Massachusetts
$0
5
AR
5
Advisory Research
Illinois
$59.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
126
Citadel Advisors
Florida
$5.65M 176,250 +135,029 +328%
FCI
127
Financial Counselors Inc
Kansas
$5.6M 174,693 +13,485 +8%
Two Sigma Investments
128
Two Sigma Investments
New York
$5.58M 173,837 -36,098 -17%
CCMH
129
Cornerstone Capital Management Holdings
New York
$5.53M 172,554 -308,884 -64%
GAM
130
Guinness Asset Management
United Kingdom
$5.46M 170,120 +54,140 +47%
PAMU
131
Pictet Asset Management (UK)
United Kingdom
$5.43M 179,449 +4,500 +3%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$5.23M 162,979 -1,975 -1%
IGIM
133
I.G. Investment Management
Manitoba, Canada
$5.23M 163,000 +13,000 +9%
AP
134
AHL Partners
United Kingdom
$5.01M 156,300 +17,129 +12%
GGHC
135
Gilder Gagnon Howe & Co
New York
$5M 155,813 +155,813 New
TCMG
136
TSP Capital Management Group
New Jersey
– – – –
EA
137
Euclid Advisors
Connecticut
$4.78M 149,170 -29,220 -16%
Aviva
138
Aviva
United Kingdom
$4.72M 147,042 +35,746 +32%
DekaBank Deutsche Girozentrale
139
DekaBank Deutsche Girozentrale
Germany
$4.62M 146,465 +136,218 +1,329%
GCP
140
GSA Capital Partners
United Kingdom
$4.55M 141,971 +94,202 +197%
KCM
141
Kingdon Capital Management
New York
$4.39M 136,806 +136,806 New
FWCM
142
Ferguson Wellman Capital Management
Oregon
$4.38M 136,433 -94,835 -41%
Janus Henderson Group
143
Janus Henderson Group
United Kingdom
$4.1M 127,963 +3,516 +3%
Canada Life
144
Canada Life
Manitoba, Canada
$4.1M 128,293 -4,622 -3%
National Pension Service
145
National Pension Service
South Korea
$4.05M 126,347 +18,594 +17%
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$4.01M 125,083 +14,882 +14%
JCM
147
JS Capital Management
New York
$4.01M 125,000 -30,000 -19%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.98M 123,983 +664 +0.5%
TI
149
Trexquant Investment
Connecticut
$3.91M 122,000 +122,000 New
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$3.83M 119,350 -448,487 -79%
4 5
6
7 8