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H&R Block
HRB

Overview Fund Activity

464 hedge funds and large institutions have $10.8B invested in H&R Block in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 53 closing their positions.

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
12.97%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.53%
New
75
Increased
156
Reduced
161
Closed
53
Calls
$366M
Puts
$214M
Net Calls
+$152M
Net Calls Change
-$77.4M

Top Buyers

1
SC
1
Samlyn Capital
New York
$107M
2
Citigroup
2
Citigroup
New York
$97.8M
3
CS
3
Credit Suisse
Switzerland
$99.3M
4
FIM
4
Freedom Investment Management
Connecticut
$73.7M
5
SG Americas Securities
5
SG Americas Securities
New York
$61.7M

Top Sellers

1
MCMC
1
Matrix Capital Management Company
New Hampshire
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$187M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$202M
4
CGI
4
CI Global Investments
California
$184M
5
ECP
5
Empyrean Capital Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
151
Lazard Asset Management
New York
$5.89M 162,629 +162,629 New
MLICM
152
Metropolitan Life Insurance Company (MetLife)
New York
$5.82M 160,745 -2,213 -1%
Wellington Management Group
153
Wellington Management Group
Massachusetts
$5.76M 159,016 +159,016 New
NCCM
154
Nine Chapters Capital Management
New Jersey
$5.68M 156,800 +122,700 +360%
FCI
155
Financial Counselors Inc
Kansas
$5.65M 155,964 -7,142 -4%
ZIG
156
Zurich Insurance Group
Switzerland
$5.54M 152,995 +152,995 New
Canada Life
157
Canada Life
Manitoba, Canada
$5.54M 152,646 +24,310 +19%
ERSOT
158
Employees Retirement System of Texas
Texas
$5.5M 152,000 – –
QIM
159
Quantitative Investment Management
Virginia
$5.45M 150,500 +150,500 New
Stifel Financial
160
Stifel Financial
Missouri
$5.44M 150,177 -7,218 -5%
CM
161
Castleark Management
Illinois
$5.39M 148,925 +148,925 New
TCMG
162
TSP Capital Management Group
New Jersey
$5.06M 139,675 -12,200 -8%
Aviva
163
Aviva
United Kingdom
$5.02M 138,651 -7,521 -5%
ARTA
164
A.R.T. Advisors
New York
$5.01M 138,357 -162,924 -54%
DCM
165
Decade Capital Management
New York
$4.53M 125,000 +125,000 New
MSU
166
Mizuho Securities USA
New York
$4.53M 125,000 +125,000 New
TD Asset Management
167
TD Asset Management
Ontario, Canada
$4.44M 122,662 +900 +0.7%
PP
168
PDT Partners
New York
$4.4M 121,639 +39,093 +47%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$4.28M 118,376 -4,552 -4%
DCM
170
Dupont Capital Management
Delaware
$4.24M 117,100 +117,100 New
Baird Financial Group
171
Baird Financial Group
Wisconsin
$4.16M 114,936 +87,376 +317%
SDJVC
172
St. Denis J. Villere & Co
Louisiana
$4.16M 114,900 +114,900 New
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$4.06M 112,095 -499,728 -82%
BCM
174
Bluefin Capital Management
New York
$3.97M 109,617 +40,701 +59%
ASRS
175
Arizona State Retirement System
Arizona
$3.93M 108,608 +108,608 New
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7
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