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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.79B invested in H&R Block in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
444
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
58
Increased
168
Reduced
157
Closed
48
Calls
$228M
Puts
$48.2M
Net Calls
+$180M
Net Calls Change
+$146M

Top Buyers

1
First Manhattan
1
First Manhattan
New York
$208M
2
BG
2
BlackRock Group
United Kingdom
$158M
3
CGI
3
CI Global Investments
California
$155M
4
BA
4
BlackRock Advisors
Delaware
$62.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$772M

Top Sellers

1
HCM
1
Hoplite Capital Management
New York
$0
2
CCM
2
Cantillon Capital Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$199M
4
NRC
4
North Run Capital
Massachusetts
$0
5
AR
5
Advisory Research
Illinois
$59.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TD Asset Management
151
TD Asset Management
Ontario, Canada
$3.79M 118,038 -1,519 -1%
ACI
152
AMP Capital Investors
Australia
$3.76M 118,588 +46,600 +65%
AI
153
Analytic Investors
California
$3.6M 112,337 +112,337 New
ERSOT
154
Employees Retirement System of Texas
Texas
$3.59M 112,000 -3,000 -3%
SOMRS
155
State of Michigan Retirement System
Michigan
$3.41M 106,166 -7,200 -6%
US Bancorp
156
US Bancorp
Minnesota
$3.36M 104,871 -6,048 -5%
TPSF
157
Texas Permanent School Fund
Texas
$3.31M 103,046 -1,588 -2%
SG Americas Securities
158
SG Americas Securities
New York
$3.3M 102,783 -107,601 -51%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$3.25M 101,398 -187,577 -65%
HIMCH
160
Hartford Investment Management Co (HIMCO)
Connecticut
$3.21M 100,024 +20,853 +26%
TSU
161
TD Securities (USA)
New York
$3.17M 98,880 -5,610 -5%
BTS
162
BB&T Securities
Virginia
$3.08M 9,599 +139 +1%
Public Sector Pension Investment Board (PSP Investments)
163
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.06M 95,352 +2,740 +3%
Los Angeles Capital Management
164
Los Angeles Capital Management
California
$3M 93,435 +93,435 New
GS
165
GAM Systematic
United Kingdom
$2.97M 92,511 +54,769 +145%
BCIM
166
British Columbia Investment Management
British Columbia, Canada
$2.9M 90,530 -133,908 -60%
PAIM
167
Punch & Associates Investment Management
Minnesota
$2.88M 89,904 +636 +0.7%
SSCM
168
Summit Street Capital Management
New York
$2.85M 88,710 – –
Comerica Bank
169
Comerica Bank
Texas
$2.8M 87,252 -87,196 -50%
EVM
170
Eaton Vance Management
Massachusetts
$2.58M 80,474 +4,907 +6%
Brown Advisory
171
Brown Advisory
Maryland
$2.57M 79,987 +59 +0.1%
FL
172
Fort LP
Maryland
$2.55M 79,505 +36,551 +85%
GIBU
173
Gulf International Bank (UK)
United Kingdom
$2.52M 78,608 +1,057 +1%
AAM
174
Aberdeen Asset Management
United Kingdom
$2.51M 78,099 +31,036 +66%
CEI
175
Clark Estates Inc
New York
$2.49M 77,700 – –
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