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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $8.16B invested in H&R Block in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 148 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+13
Holders Change %
+3.07%
% of All Funds
11.66%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
66
Increased
149
Reduced
148
Closed
48
Calls
$91.9M
Puts
$58.6M
Net Calls
+$33.3M
Net Calls Change
-$141M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$194M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$139M
3
First Manhattan
First Manhattan
New York
+$91M
4
CGI
CI Global Investments
California
+$79.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$76.4M

Top Sellers

1
TP
Third Point
New York
-$138M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$96.9M
3
WCMNY
Westchester Capital Management (New York)
New York
-$53.6M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$49.1M
5
Renaissance Technologies
Renaissance Technologies
New York
-$48.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIMCH
176
Hartford Investment Management Co (HIMCO)
Connecticut
$2.67M -$68.7K -2,041 -3%
ACM
177
Alethea Capital Management
Washington
$2.62M +$2.62M +77,879 New
CEI
178
Clark Estates Inc
New York
$2.62M +$226K +6,700 +9%
GIBU
179
Gulf International Bank (UK)
United Kingdom
$2.61M +$15.2K +450 +0.6%
TG
180
TCW Group
California
$2.6M -$1.94M -57,750 -43%
EVM
181
Eaton Vance Management
Massachusetts
$2.55M -$107K -3,180 -4%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$2.53M -$303K -9,000 -11%
CB
183
Commerce Bank
Missouri
$2.52M +$22.1K +655 +0.9%
MSA
184
Mason Street Advisors
Wisconsin
$2.5M -$57.5K -1,707 -2%
AAF
185
Andra AP-fonden
Sweden
$2.49M -$303K -9,000 -11%
BT
186
Beacon Trust
New Jersey
$2.46M +$123K +3,648 +5%
ACI
187
AMP Capital Investors
Australia
$2.42M – – –
DILH
188
Dai-ichi Life Holdings
Japan
$2.4M -$33.5K -994 -1%
Public Employees Retirement Association of Colorado
189
Public Employees Retirement Association of Colorado
Colorado
$2.35M -$5.02K -149 -0.2%
IRF
190
IBM Retirement Fund
New York
$2.28M +$101K +3,005 +5%
FAF
191
Fjarde Ap-fonden
Sweden
$2.27M -$104K -3,096 -4%
SBCM
192
Schwerin Boyle Capital Management
Massachusetts
$2.27M -$67.4K -2,000 -3%
MC
193
Menta Capital
California
$2.22M -$731K -21,700 -25%
EIM
194
ExxonMobil Investment Management
Texas
$2.19M -$85.4K -2,535 -4%
HA
195
Havens Advisors
New York
$2.09M +$707K +21,000 +51%
LMGAM
196
Liberty Mutual Group Asset Management
Massachusetts
$2.01M +$258K +7,661 +15%
OPERF
197
Oregon Public Employees Retirement Fund
Oregon
$1.97M +$35.9K +1,067 +2%
Group One Trading
198
Group One Trading
Illinois
$1.95M +$1.95M +57,980 New
LP
199
LMR Partners
United Kingdom
$1.8M +$1.8M +53,526 New
OTPPB
200
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.79M +$82.5K +2,450 +5%
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