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H&R Block
HRB

Overview Fund Activity

384 hedge funds and large institutions have $6.36B invested in H&R Block in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
12.46%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.49%
New
49
Increased
148
Reduced
135
Closed
37
Calls
$142M
Puts
$81.4M
Net Calls
+$60.4M
Net Calls Change
-$23.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$729M
2
State Street
State Street
Massachusetts
$353M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$70M
4
Vanguard Group
Vanguard Group
Pennsylvania
$507M
5
Ameriprise
Ameriprise
Minnesota
$42.9M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$433M
2
LPC
Lone Pine Capital
Connecticut
$61.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$92.2M
4
PC
PointState Capital
New York
$17.6M
5
AA
Antipodean Advisors
New York
$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
176
Commerce Bank
Missouri
$2.36M -$46.7K -1,750 -2%
MSA
177
Mason Street Advisors
Wisconsin
$2.25M -$180K -6,752 -7%
CCM
178
Cadence Capital Management
Massachusetts
$2.21M +$2.21M +82,884 New
VKH
179
Virtu KCG Holdings
New York
$2.21M +$2.21M +82,890 New
KCM
180
Karsch Capital Management
New York
$2.16M +$2.16M +81,000 New
HIMCH
181
Hartford Investment Management Co (HIMCO)
Connecticut
$2.16M -$25.1K -943 -1%
Brown Advisory
182
Brown Advisory
Maryland
$2.13M – – –
EVM
183
Eaton Vance Management
Massachusetts
$2.11M +$53 +2 +0%
FAF
184
Fjarde Ap-fonden
Sweden
$2.1M -$178K -6,665 -8%
SCM
185
Stevens Capital Management
Pennsylvania
$2.1M -$2.47M -92,695 -54%
Fiera Capital (Canada)
186
Fiera Capital (Canada)
Quebec, Canada
$2.06M +$32K +1,200 +2%
BA
187
Bridgewater Associates
Connecticut
$2.04M +$2.04M +76,600 New
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$2.02M – – –
SBCM
189
Schwerin Boyle Capital Management
Massachusetts
$1.97M – – –
SA
190
Steadfast Advisors
New York
$1.96M -$1.51M -56,588 -43%
EIM
191
ExxonMobil Investment Management
Texas
$1.94M -$76.3K -2,861 -4%
NCCM
192
Nine Chapters Capital Management
New Jersey
$1.93M +$1.24M +46,600 +181%
LMF
193
LMR Master Fund
Cayman Islands
$1.9M -$4.13M -154,897 -68%
Aviva
194
Aviva
United Kingdom
$1.87M +$532K +19,966 +40%
Royal Bank of Canada
195
Royal Bank of Canada
Ontario, Canada
$1.87M -$262K -9,845 -12%
Public Employees Retirement Association of Colorado
196
Public Employees Retirement Association of Colorado
Colorado
$1.86M -$4.75K -178 -0.3%
JG
197
Jefferies Group
New York
$1.86M -$115K -4,326 -6%
Royal London Asset Management
198
Royal London Asset Management
United Kingdom
$1.84M – – –
AL
199
Airain Ltd
Guernsey
$1.79M +$1.26M +47,298 +238%
LBG
200
Lloyds Banking Group
United Kingdom
$1.78M -$64.3K -2,414 -3%
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