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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.79%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$244M
2
LCOV
2
London Company of Virginia
Virginia
$140M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$509M
4
SCM
4
Smead Capital Management
Arizona
$86.8M
5
AR
5
Advisory Research
Illinois
$74.1M

Top Sellers

1
AIG
1
American International Group
New York
$4.32M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$439M
3
Boston Partners
3
Boston Partners
Massachusetts
$98.1M
4
OC
4
Orange Capital
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$241K
Name Market Value Shares Shares
Change 		Shares
Change %
UOC
126
UBS O'Connor
Illinois
$5.21M 156,304 -207,247 -57%
Stifel Financial
127
Stifel Financial
Missouri
$5.18M 155,500 +5,323 +4%
ERSOT
128
Employees Retirement System of Texas
Texas
$5.06M 152,000 – –
FCI
129
Financial Counselors Inc
Kansas
$5.01M 150,301 -5,663 -4%
PRCM
130
Pine River Capital Management
Minnesota
$5M 150,000 +150,000 New
Baird Financial Group
131
Baird Financial Group
Wisconsin
$4.76M 142,944 +28,008 +24%
TCMG
132
TSP Capital Management Group
New Jersey
$4.75M 142,675 +3,000 +2%
CM
133
Castleark Management
Illinois
$4.73M 141,875 -7,050 -5%
CCA
134
Catalyst Capital Advisors
New York
$4.63M 138,983 -59,161 -30%
PI
135
Putnam Investments
Massachusetts
$4.59M 137,806 -45,372 -25%
BNP Paribas Asset Management
136
BNP Paribas Asset Management
France
$4.58M 137,511 +105,657 +332%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$4.52M 135,583 -25,162 -16%
Aviva
138
Aviva
United Kingdom
$4.41M 132,245 -6,406 -5%
ZIG
139
Zurich Insurance Group
Switzerland
$4.33M 129,957 -23,038 -15%
AIG
140
American International Group
New York
$4.32M 129,654 -9,285,181 -99%
SDJVC
141
St. Denis J. Villere & Co
Louisiana
$4.12M 123,800 +8,900 +8%
Royal Bank of Canada
142
Royal Bank of Canada
Ontario, Canada
$4.1M 122,935 +53,527 +77%
ACI
143
AMP Capital Investors
Australia
$3.78M 113,145 +1,926 +2%
FCH
144
Freestone Capital Holdings
Washington
$3.72M 111,538 -433,083 -80%
TD Asset Management
145
TD Asset Management
Ontario, Canada
$3.6M 108,162 -14,500 -12%
IG
146
ING Group
Netherlands
$3.58M 107,440 +40,545 +61%
SFU
147
Stonehage Fleming (UK)
United Kingdom
$3.54M 106,372 +9,272 +10%
PAIM
148
Punch & Associates Investment Management
Minnesota
$3.51M 105,494 +12,762 +14%
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$3.28M 98,429 +98,429 New
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$3.28M 98,340 -13,755 -12%
4 5
6
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