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H&R Block
HRB

Overview Fund Activity

384 hedge funds and large institutions have $6.36B invested in H&R Block in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
12.46%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.49%
New
49
Increased
148
Reduced
135
Closed
37
Calls
$142M
Puts
$81.4M
Net Calls
+$60.4M
Net Calls Change
-$23.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$729M
2
State Street
State Street
Massachusetts
$353M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$70M
4
Vanguard Group
Vanguard Group
Pennsylvania
$507M
5
Ameriprise
Ameriprise
Minnesota
$42.9M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$433M
2
LPC
Lone Pine Capital
Connecticut
$61.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$92.2M
4
PC
PointState Capital
New York
$17.6M
5
AA
Antipodean Advisors
New York
$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIM
151
Jupiter Investment Management
United Kingdom
$3.33M +$3.33M +124,900 New
ASRS
152
Arizona State Retirement System
Arizona
$3.25M +$32K +1,200 +1%
Comerica Bank
153
Comerica Bank
Texas
$3.2M -$801K -30,055 -20%
RCM
154
Riverhead Capital Management
Delaware
$3.07M -$40K -1,500 -1%
U
155
UBS
Switzerland
$3.05M +$2.15M +80,632 +239%
Parallax Volatility Advisers
156
Parallax Volatility Advisers
California
$3.04M +$586K +21,975 +24%
IRF
157
IBM Retirement Fund
New York
$3.02M -$422K -15,834 -12%
US Bancorp
158
US Bancorp
Minnesota
$2.99M +$468K +17,571 +19%
SOMRS
159
State of Michigan Retirement System
Michigan
$2.97M +$21.3K +800 +0.7%
CA
160
Commerzbank Aktiengesellschaft
Germany
$2.94M -$704K -26,393 -19%
PP
161
PDT Partners
New York
$2.9M +$1.18M +44,243 +68%
PI
162
PineBridge Investments
New York
$2.84M +$2.05M +76,966 +260%
OI
163
Oakbrook Investments
Illinois
$2.69M +$64K +2,400 +2%
SFP
164
Santa Fe Partners
New Mexico
$2.67M +$1.31M +49,307 +97%
SCA
165
SAC Capital Advisors
Connecticut
$2.59M -$1.36M -51,067 -34%
DILH
166
Dai-ichi Life Holdings
Japan
$2.52M – – –
TSU
167
TD Securities (USA)
New York
$2.5M +$24.4K +914 +1%
SAM
168
Strategy Asset Managers
California
$2.5M +$2.5M +93,782 New
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$2.46M +$5.63K +211 +0.2%
Ohio Public Employees Retirement System (OPERS)
170
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.44M +$408K +15,303 +20%
HCM
171
Highbridge Capital Management
New York
$2.43M -$18.1M -679,416 -88%
Public Sector Pension Investment Board (PSP Investments)
172
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.43M -$72K -2,700 -3%
B
173
Barings
North Carolina
$2.37M +$1.44M +53,900 +154%
MAM
174
Martingale Asset Management
Massachusetts
$2.37M +$1.91M +71,543 +411%
BCM
175
Bridgeway Capital Management
Texas
$2.37M -$2.4M -90,100 -50%
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