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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $8.16B invested in H&R Block in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 148 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+13
Holders Change %
+3.07%
% of All Funds
11.66%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
66
Increased
149
Reduced
148
Closed
48
Calls
$91.9M
Puts
$58.6M
Net Calls
+$33.3M
Net Calls Change
-$141M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$194M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$388M
3
First Manhattan
First Manhattan
New York
$104M
4
CGI
CI Global Investments
California
$79.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$280M

Top Sellers

1
TP
Third Point
New York
$0
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
WCMNY
Westchester Capital Management (New York)
New York
$0
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$86.5M
5
Renaissance Technologies
Renaissance Technologies
New York
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
151
Citigroup
New York
$4.46M -$2.4M -71,321 -35%
Janus Henderson Group
152
Janus Henderson Group
United Kingdom
$4.19M -$3.36M -99,829 -45%
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.15M +$707K +20,997 +21%
First Trust Advisors
154
First Trust Advisors
Illinois
$4.15M -$7.89M -234,255 -66%
TD Asset Management
155
TD Asset Management
Ontario, Canada
$4.03M +$262K +7,789 +7%
GAM
156
Guinness Asset Management
United Kingdom
$3.91M +$906K +26,890 +30%
ERSOT
157
Employees Retirement System of Texas
Texas
$3.87M +$1.28M +38,000 +49%
ASRS
158
Arizona State Retirement System
Arizona
$3.86M +$70.7K +2,100 +2%
SOMRS
159
State of Michigan Retirement System
Michigan
$3.82M +$20.2K +600 +0.5%
Aviva
160
Aviva
United Kingdom
$3.75M +$2.69K +80 +0.1%
US Bancorp
161
US Bancorp
Minnesota
$3.74M +$62.6K +1,858 +2%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$3.71M +$9.63K +286 +0.3%
National Pension Service
163
National Pension Service
South Korea
$3.63M +$3.63M +107,753 New
BCM
164
Bridgeway Capital Management
Texas
$3.55M +$3.55M +105,500 New
TPSF
165
Texas Permanent School Fund
Texas
$3.52M -$74.3K -2,206 -2%
TSU
166
TD Securities (USA)
New York
$3.52M +$278K +8,267 +9%
CM
167
Castleark Management
Illinois
$3.35M +$3.35M +99,460 New
ProShare Advisors
168
ProShare Advisors
Maryland
$3.25M +$572K +16,976 +21%
BTS
169
BB&T Securities
Virginia
$3.19M -$157K -467 -5%
Public Sector Pension Investment Board (PSP Investments)
170
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.12M -$283K -8,400 -8%
PAIM
171
Punch & Associates Investment Management
Minnesota
$3.01M -$13.7K -407 -0.5%
SSCM
172
Summit Street Capital Management
New York
$2.99M +$2.99M +88,710 New
FAAM
173
First Allied Asset Management
California
$2.98M +$2.98M +88,500 New
Credit Agricole
174
Credit Agricole
France
$2.83M +$236K +7,238 +9%
Brown Advisory
175
Brown Advisory
Maryland
$2.69M +$2.63K +78 +0.1%
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