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H&R Block
HRB

Overview Fund Activity

428 hedge funds and large institutions have $5.33B invested in H&R Block in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 146 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-21
Holders Change %
-4.68%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-81.82%
% of All Funds
0.05%
New
52
Increased
166
Reduced
146
Closed
68
Calls
$43.5M
Puts
$19.8M
Net Calls
+$23.7M
Net Calls Change
-$939K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$491M
2
Bank of America
Bank of America
North Carolina
$271M
3
VNIM
Vaughan Nelson Investment Management
Texas
$51.3M
4
WHG
Westwood Holdings Group
Texas
$52.8M
5
TSW
Thompson Siegel & Walmsley
Virginia
$59.3M

Top Sellers

1
CGI
CI Global Investments
California
$46.9M
2
Boston Partners
Boston Partners
Massachusetts
$36.2M
3
American Century Companies
American Century Companies
Missouri
$0
4
GT
Glenmede Trust
Pennsylvania
$1.92M
5
Vanguard Group
Vanguard Group
Pennsylvania
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIS
151
National Investment Services
Wisconsin
$2.25M +$779K +29,501 +53%
TPSF
152
Texas Permanent School Fund
Texas
$2.15M -$47.5K -1,797 -2%
SOMRS
153
State of Michigan Retirement System
Michigan
$2.15M -$17.5M -660,600 -89%
EVM
154
Eaton Vance Management
Massachusetts
$2.13M -$14.1K -534 -0.7%
Arrowstreet Capital
155
Arrowstreet Capital
Massachusetts
$2.03M -$7.89M -298,800 -80%
GT
156
Glenmede Trust
Pennsylvania
$1.92M -$30.1M -1,140,621 -94%
GIBU
157
Gulf International Bank (UK)
United Kingdom
$1.92M -$12.9K -490 -0.7%
AOWM
158
Alpha Omega Wealth Management
Virginia
$1.91M +$104K +3,941 +6%
OTPPB
159
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.89M +$267K +10,101 +16%
ACM
160
Alethea Capital Management
Washington
$1.88M +$1.88M +71,275 New
CB
161
Commerce Bank
Missouri
$1.86M +$22.8K +863 +1%
Millennium Management
162
Millennium Management
New York
$1.83M +$1.09M +41,325 +148%
GCP
163
GSA Capital Partners
United Kingdom
$1.81M +$1.37M +51,888 +315%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$1.79M – – –
Comerica Bank
165
Comerica Bank
Texas
$1.79M +$63.9K +2,675 +4%
FA
166
FDx Advisors
Illinois
$1.79M +$132K +4,989 +8%
CSS
167
Cubist Systematic Strategies
Connecticut
$1.76M +$1.03M +39,077 +142%
CS
168
Candriam SCA
Luxembourg
$1.75M +$1.75M +66,665 New
Korea Investment Corp
169
Korea Investment Corp
South Korea
$1.74M +$856K +32,400 +96%
SBCM
170
Schwerin Boyle Capital Management
Massachusetts
$1.7M -$3.41M -128,978 -67%
ACI
171
AMP Capital Investors
Australia
$1.62M -$1.36M -51,675 -46%
DILH
172
Dai-ichi Life Holdings
Japan
$1.62M – – –
AG
173
Aperio Group
California
$1.61M -$26.9K -1,017 -2%
DCM
174
Dynamic Capital Management
Jersey
$1.61M +$1.61M +60,791 New
OPERF
175
Oregon Public Employees Retirement Fund
Oregon
$1.58M +$3.46K +131 +0.2%
5 6
7
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