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H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.28B invested in H&R Block in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 143 reducing their positions, and 43 closing their positions.

Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
12.31%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
48
Increased
160
Reduced
143
Closed
43
Calls
$336M
Puts
$161M
Net Calls
+$174M
Net Calls Change
-$3.01M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$677M
3
American Century Companies
3
American Century Companies
Missouri
$64.8M
4
WCMNY
4
Westchester Capital Management (New York)
New York
$53.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$125M

Top Sellers

1
SIG
1
Senator Investment Group
New York
$85.3M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$96.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$79.9M
4
Norges Bank
4
Norges Bank
Norway
$70.4M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
Parallax Volatility Advisers
176
Parallax Volatility Advisers
California
$2.8M +$2.26M +72,948 +419%
PAIM
177
Punch & Associates Investment Management
Minnesota
$2.78M -$12.4K -400 -0.4%
GAM
178
Guinness Asset Management
United Kingdom
$2.76M -$143K -4,620 -5%
Comerica Bank
179
Comerica Bank
Texas
$2.74M -$140K -4,510 -5%
MC
180
Menta Capital
California
$2.72M +$1.75M +56,500 +181%
PAM
181
Panagora Asset Management
Massachusetts
$2.7M +$2.23M +71,886 +470%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$2.61M +$279K +9,000 +12%
AAF
183
Andra AP-fonden
Sweden
$2.57M +$2.05M +66,200 +396%
HIMCH
184
Hartford Investment Management Co (HIMCO)
Connecticut
$2.52M -$16.1K -518 -0.6%
JG
185
Jefferies Group
New York
$2.49M +$895K +28,878 +56%
AAM
186
Aberdeen Asset Management
United Kingdom
$2.48M -$138K -4,452 -5%
Brown Advisory
187
Brown Advisory
Maryland
$2.48M -$9.3K -300 -0.4%
Credit Agricole
188
Credit Agricole
France
$2.47M -$362K -11,669 -13%
ProShare Advisors
189
ProShare Advisors
Maryland
$2.46M +$584K +18,849 +31%
EVM
190
Eaton Vance Management
Massachusetts
$2.44M +$45K +1,450 +2%
KAS
191
Kemnay Advisory Services
New York
$2.4M +$2.4M +77,255 New
GIBU
192
Gulf International Bank (UK)
United Kingdom
$2.39M – – –
ERSOT
193
Employees Retirement System of Texas
Texas
$2.39M +$1.86M +60,000 +353%
MSA
194
Mason Street Advisors
Wisconsin
$2.36M -$496 -16 -0%
AL
195
Airain Ltd
Guernsey
$2.33M +$478K +15,406 +26%
CSS
196
Cubist Systematic Strategies
Connecticut
$2.32M +$526K +16,954 +29%
CB
197
Commerce Bank
Missouri
$2.3M +$4.56K +147 +0.2%
Marshall Wace
198
Marshall Wace
United Kingdom
$2.26M -$41.1M -1,327,041 -95%
DILH
199
Dai-ichi Life Holdings
Japan
$2.24M – – –
ACI
200
AMP Capital Investors
Australia
$2.23M -$60.5K -1,948 -3%
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