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H&R Block
HRB

Overview Fund Activity

376 hedge funds and large institutions have $6.49B invested in H&R Block in 2013 Q2 according to their latest regulatory filings, with 376 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+376
Holders Change %
–
% of All Funds
12.28%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
%
% of All Funds
0.56%
New
376
Increased
–
Reduced
–
Closed
–
Calls
$162M
Puts
$78.5M
Net Calls
+$84M
Net Calls Change
+$84M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
151
Euclid Advisors
Connecticut
$2.98M +$2.98M +107,483 New
CCMH
152
Cornerstone Capital Management Holdings
New York
$2.85M +$2.85M +102,681 New
WBC
153
Westpac Banking Corp
Australia
$2.85M +$2.85M +97,804 New
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$2.81M +$2.81M +101,412 New
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$2.75M +$2.75M +98,999 New
OI
156
Oakbrook Investments
Illinois
$2.73M +$2.73M +98,303 New
US Bancorp
157
US Bancorp
Minnesota
$2.63M +$2.63M +94,636 New
DILH
158
Dai-ichi Life Holdings
Japan
$2.62M +$2.62M +94,449 New
Connor, Clark & Lunn Investment Management (CC&L)
159
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.62M +$2.62M +89,400 New
Public Sector Pension Investment Board (PSP Investments)
160
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.6M +$2.6M +93,711 New
TSU
161
TD Securities (USA)
New York
$2.58M +$2.58M +92,853 New
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$2.56M +$2.56M +92,093 New
Parallax Volatility Advisers
163
Parallax Volatility Advisers
California
$2.55M +$2.55M +91,900 New
MSA
164
Mason Street Advisors
Wisconsin
$2.53M +$2.53M +91,300 New
T
165
TradeWorx
New Jersey
$2.51M +$2.51M +90,544 New
CB
166
Commerce Bank
Missouri
$2.51M +$2.51M +90,356 New
FAF
167
Fjarde Ap-fonden
Sweden
$2.37M +$2.37M +85,544 New
HIMCH
168
Hartford Investment Management Co (HIMCO)
Connecticut
$2.27M +$2.27M +81,816 New
FBP
169
Flippin Bruce & Porter
Virginia
$2.24M +$2.24M +80,550 New
Royal Bank of Canada
170
Royal Bank of Canada
Ontario, Canada
$2.22M +$2.22M +80,042 New
Brown Advisory
171
Brown Advisory
Maryland
$2.22M +$2.22M +79,850 New
EVM
172
Eaton Vance Management
Massachusetts
$2.2M +$2.2M +79,165 New
ARTA
173
A.R.T. Advisors
New York
$2.19M +$2.19M +78,943 New
Ohio Public Employees Retirement System (OPERS)
174
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.12M +$2.12M +76,232 New
Fiera Capital (Canada)
175
Fiera Capital (Canada)
Quebec, Canada
$2.11M +$2.11M +75,900 New
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