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H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.28B invested in H&R Block in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 143 reducing their positions, and 43 closing their positions.

Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
12.31%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
48
Increased
160
Reduced
143
Closed
43
Calls
$336M
Puts
$161M
Net Calls
+$174M
Net Calls Change
-$3.01M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$677M
3
American Century Companies
3
American Century Companies
Missouri
$64.8M
4
WCMNY
4
Westchester Capital Management (New York)
New York
$53.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$125M

Top Sellers

1
SIG
1
Senator Investment Group
New York
$85.3M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$96.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$79.9M
4
Norges Bank
4
Norges Bank
Norway
$70.4M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
$3.99M +$1.01M +32,485 +34%
T
152
Tahithromos
New York
$3.85M +$3.85M +124,274 New
Korea Investment Corp
153
Korea Investment Corp
South Korea
$3.62M +$1.27M +41,100 +54%
BCIM
154
British Columbia Investment Management
British Columbia, Canada
$3.51M -$153K -4,920 -4%
SOMRS
155
State of Michigan Retirement System
Michigan
$3.5M +$12.4K +400 +0.4%
ASRS
156
Arizona State Retirement System
Arizona
$3.49M +$6.2K +200 +0.2%
Wellington Management Group
157
Wellington Management Group
Massachusetts
$3.48M +$3.48M +112,259 New
TD Asset Management
158
TD Asset Management
Ontario, Canada
$3.47M -$131K -4,230 -4%
Aviva
159
Aviva
United Kingdom
$3.45M -$26.4K -850 -0.8%
Ameriprise
160
Ameriprise
Minnesota
$3.42M -$60K -1,930 -2%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$3.41M +$469K +15,117 +16%
US Bancorp
162
US Bancorp
Minnesota
$3.38M +$135K +4,368 +4%
TPSF
163
Texas Permanent School Fund
Texas
$3.31M -$232K -7,481 -7%
CA
164
Commerzbank Aktiengesellschaft
Germany
$3.28M +$814K +26,252 +33%
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.17M -$186K -5,987 -6%
Public Sector Pension Investment Board (PSP Investments)
166
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.13M -$68.2K -2,200 -2%
NCCM
167
Nine Chapters Capital Management
New Jersey
$3.1M -$77.5K -2,500 -2%
BTS
168
BB&T Securities
Virginia
$3.08M +$248K +800 +9%
TAM
169
Tocqueville Asset Management
New York
$3.07M -$7.97K -257 -0.3%
TSU
170
TD Securities (USA)
New York
$2.98M +$11.2K +362 +0.4%
SIP
171
Stoneridge Investment Partners
Pennsylvania
$2.92M +$2.92M +94,294 New
BCM
172
Bluefin Capital Management
New York
$2.89M +$121K +3,912 +4%
RJA
173
Raymond James & Associates
Florida
$2.88M +$900K +29,011 +45%
PCM
174
Portolan Capital Management
Massachusetts
$2.83M -$888K -28,630 -24%
Millennium Management
175
Millennium Management
New York
$2.83M -$8.78M -283,060 -76%
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