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H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.89B invested in H&R Block in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 140 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+30
Holders Change %
+7.61%
% of All Funds
12.19%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
70
Increased
140
Reduced
146
Closed
37
Calls
$226M
Puts
$48.7M
Net Calls
+$177M
Net Calls Change
+$102M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$165M
2
Morgan Stanley
Morgan Stanley
New York
$157M
3
CCM
Cantillon Capital Management
New York
$80.1M
4
Norges Bank
Norges Bank
Norway
$140M
5
Victory Capital Management
Victory Capital Management
Texas
$67.2M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$200M
2
SC
Sculptor Capital
New York
$8.38M
3
JHIU
Janus Henderson Investors US
Colorado
$12.7M
4
HCM
Hoplite Capital Management
New York
$123M
5
MCMC
Matrix Capital Management Company
New Hampshire
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAAM
176
Guinness Atkinson Asset Management
California
$2.98M +$766K +22,840 +35%
MC
177
Maplelane Capital
New York
$2.95M -$1.74M -52,000 -37%
Bank of Montreal
178
Bank of Montreal
Ontario, Canada
$2.95M +$717K +21,382 +32%
OI
179
Oakbrook Investments
Illinois
$2.9M +$213K +6,350 +8%
AIMCA
180
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.88M -$2.13M -63,600 -43%
AAM
181
Aberdeen Asset Management
United Kingdom
$2.83M +$1.95M +58,208 +223%
HIMCH
182
Hartford Investment Management Co (HIMCO)
Connecticut
$2.74M +$52.9K +1,578 +2%
Brown Advisory
183
Brown Advisory
Maryland
$2.69M +$10.1K +300 +0.4%
CA
184
Commerzbank Aktiengesellschaft
Germany
$2.67M +$210K +6,255 +9%
AAM
185
Advisors Asset Management
Colorado
$2.67M -$852K -25,415 -24%
CCMH
186
Cornerstone Capital Management Holdings
New York
$2.62M +$567K +16,912 +28%
FAF
187
Fjarde Ap-fonden
Sweden
$2.61M – – –
EVM
188
Eaton Vance Management
Massachusetts
$2.59M -$10.8K -323 -0.4%
GIBU
189
Gulf International Bank (UK)
United Kingdom
$2.58M – – –
Fiera Capital (Canada)
190
Fiera Capital (Canada)
Quebec, Canada
$2.58M +$258K +7,700 +11%
MSA
191
Mason Street Advisors
Wisconsin
$2.55M -$13.7K -409 -0.5%
Korea Investment Corp
192
Korea Investment Corp
South Korea
$2.54M -$1.89M -56,400 -43%
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$2.52M – – –
CB
194
Commerce Bank
Missouri
$2.48M +$23.5K +700 +1%
ACI
195
AMP Capital Investors
Australia
$2.47M -$2.05M -61,300 -45%
DILH
196
Dai-ichi Life Holdings
Japan
$2.43M -$484K -14,449 -17%
Public Employees Retirement Association of Colorado
197
Public Employees Retirement Association of Colorado
Colorado
$2.35M -$1.64K -49 -0.1%
EIM
198
ExxonMobil Investment Management
Texas
$2.34M -$68.7K -2,048 -3%
IRF
199
IBM Retirement Fund
New York
$2.33M -$3.9K -117 -0.2%
SBCM
200
Schwerin Boyle Capital Management
Massachusetts
$2.32M -$73.7K -2,200 -3%
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