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H&R Block
HRB

Overview Fund Activity

428 hedge funds and large institutions have $5.33B invested in H&R Block in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 146 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-21
Holders Change %
-4.68%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-81.82%
% of All Funds
0.05%
New
52
Increased
166
Reduced
146
Closed
68
Calls
$43.5M
Puts
$19.8M
Net Calls
+$23.7M
Net Calls Change
-$939K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$491M
2
Bank of America
Bank of America
North Carolina
$271M
3
VNIM
Vaughan Nelson Investment Management
Texas
$51.3M
4
WHG
Westwood Holdings Group
Texas
$52.8M
5
TSW
Thompson Siegel & Walmsley
Virginia
$59.3M

Top Sellers

1
CGI
CI Global Investments
California
$46.9M
2
Boston Partners
Boston Partners
Massachusetts
$36.2M
3
American Century Companies
American Century Companies
Missouri
$0
4
GT
Glenmede Trust
Pennsylvania
$1.92M
5
Vanguard Group
Vanguard Group
Pennsylvania
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
126
Barclays
United Kingdom
$3.4M +$1.76M +67,525 +107%
Macquarie Group
127
Macquarie Group
Australia
$3.37M +$3.19M +120,868 +1,831%
T
128
Tahithromos
New York
$3.36M -$1.94M -73,257 -37%
Citigroup
129
Citigroup
New York
$3.3M +$801K +30,323 +32%
TCMG
130
TSP Capital Management Group
New Jersey
$3.26M -$511K -19,325 -14%
Aviva
131
Aviva
United Kingdom
$3.25M -$245K -9,276 -7%
SDJVC
132
St. Denis J. Villere & Co
Louisiana
$3.23M -$37K -1,400 -1%
RPA
133
Rock Point Advisors
Vermont
$3.09M +$604K +22,849 +24%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$2.94M +$339K +12,835 +13%
Squarepoint
135
Squarepoint
New York
$2.93M +$2.02M +76,514 +222%
UBS Group
136
UBS Group
Switzerland
$2.93M -$6.22M -235,352 -68%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$2.79M -$2.82M -106,630 -50%
PAIM
138
Punch & Associates Investment Management
Minnesota
$2.72M -$66.1K -2,501 -2%
TD Asset Management
139
TD Asset Management
Ontario, Canada
$2.67M -$186K -7,056 -7%
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$2.63M -$622K -23,534 -19%
AP
141
AHL Partners
United Kingdom
$2.57M +$1.59M +60,358 +164%
PI
142
Putnam Investments
Massachusetts
$2.5M -$1.14M -43,110 -31%
JG
143
Jefferies Group
New York
$2.47M +$2.33M +88,128 +1,625%
US Bancorp
144
US Bancorp
Minnesota
$2.47M -$48.6K -1,838 -2%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.43M +$302K +11,414 +14%
CG
146
Clinton Group
New York
$2.41M +$1.37M +51,749 +132%
ASRS
147
Arizona State Retirement System
Arizona
$2.37M +$60.8K +2,300 +3%
BT
148
Beacon Trust
New Jersey
$2.32M +$123K +4,672 +6%
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$2.3M -$61.6K -2,329 -3%
BCIM
150
British Columbia Investment Management
British Columbia, Canada
$2.3M +$92.2K +3,490 +4%
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