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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.79%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$244M
2
LCOV
2
London Company of Virginia
Virginia
$140M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$509M
4
SCM
4
Smead Capital Management
Arizona
$86.8M
5
AR
5
Advisory Research
Illinois
$74.1M

Top Sellers

1
AIG
1
American International Group
New York
$4.32M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$439M
3
Boston Partners
3
Boston Partners
Massachusetts
$98.1M
4
OC
4
Orange Capital
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$241K
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$3.17M 95,158 -1,864 -2%
Citigroup
152
Citigroup
New York
$3.15M 94,555 -2,607,384 -97%
RPA
153
Rock Point Advisors
Vermont
$3.13M 93,957 -6,198 -6%
Los Angeles Capital Management
154
Los Angeles Capital Management
California
$3.1M 92,910 -525 -0.6%
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$2.98M 89,469 -28,907 -24%
ASRS
156
Arizona State Retirement System
Arizona
$2.91M 87,308 -21,300 -20%
Royal London Asset Management
157
Royal London Asset Management
United Kingdom
$2.9M 86,702 -8,411 -9%
PDN
158
Pensionfund DSM Netherlands
Netherlands
$2.87M 86,000 +86,000 New
BCIM
159
British Columbia Investment Management
British Columbia, Canada
$2.78M 83,434 -86,135 -51%
TPSF
160
Texas Permanent School Fund
Texas
$2.77M 83,169 -15,352 -16%
BT
161
Beacon Trust
New Jersey
$2.77M 83,053 +4,829 +6%
AAM
162
Aberdeen Asset Management
United Kingdom
$2.76M 77,695 -1,305 -2%
EVM
163
Eaton Vance Management
Massachusetts
$2.7M 80,994 – –
Brown Advisory
164
Brown Advisory
Maryland
$2.7M 80,950 -151 -0.2%
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.69M 80,703 -12,450 -13%
Asset Management One
166
Asset Management One
Japan
$2.68M 80,215 +53,994 +206%
RFC
167
Russell Frank Company
Washington
$2.6M 77,765 +56,471 +265%
CEI
168
Clark Estates Inc
New York
$2.59M 77,700 – –
GIBU
169
Gulf International Bank (UK)
United Kingdom
$2.43M 72,998 -5,610 -7%
Comerica Bank
170
Comerica Bank
Texas
$2.33M 72,304 -10,772 -13%
AAF
171
Andra AP-fonden
Sweden
$2.33M 69,800 +32,100 +85%
MC
172
Menta Capital
California
$2.32M 69,586 +47,200 +211%
CB
173
Commerce Bank
Missouri
$2.31M 69,485 -350 -0.5%
Alyeska Investment Group
174
Alyeska Investment Group
Illinois
$2.31M 69,338 +69,338 New
HAI
175
Hennessy Advisors Inc
California
$2.29M 68,700 -2,400 -3%
5 6
7
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