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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.79B invested in H&R Block in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
444
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
58
Increased
168
Reduced
157
Closed
48
Calls
$228M
Puts
$48.2M
Net Calls
+$180M
Net Calls Change
+$146M

Top Buyers

1
First Manhattan
1
First Manhattan
New York
$208M
2
BG
2
BlackRock Group
United Kingdom
$158M
3
CGI
3
CI Global Investments
California
$155M
4
BA
4
BlackRock Advisors
Delaware
$62.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$772M

Top Sellers

1
HCM
1
Hoplite Capital Management
New York
$0
2
CCM
2
Cantillon Capital Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$199M
4
NRC
4
North Run Capital
Massachusetts
$0
5
AR
5
Advisory Research
Illinois
$59.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TG
176
TCW Group
California
$2.49M 77,600 +550 +0.7%
ProShare Advisors
177
ProShare Advisors
Maryland
$2.47M 77,026 -19,390 -20%
BT
178
Beacon Trust
New Jersey
$2.47M 76,968 +3,942 +5%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$2.33M 72,760 -2,400 -3%
HAI
180
Hennessy Advisors Inc
California
$2.3M 71,600 +71,600 New
DILH
181
Dai-ichi Life Holdings
Japan
$2.29M 71,354 – –
AAF
182
Andra AP-fonden
Sweden
$2.29M 71,300 -2,600 -4%
Public Employees Retirement Association of Colorado
183
Public Employees Retirement Association of Colorado
Colorado
$2.24M 69,977 +220 +0.3%
CB
184
Commerce Bank
Missouri
$2.24M 69,781 -4,871 -7%
IRF
185
IBM Retirement Fund
New York
$2.17M 67,576 -104 -0.2%
Mitsubishi UFJ Asset Management
186
Mitsubishi UFJ Asset Management
Japan
$2.14M 66,808 +27,914 +72%
EIM
187
ExxonMobil Investment Management
Texas
$2.12M 66,193 +1,320 +2%
GIA
188
Gargoyle Investment Advisor
New Jersey
$2.1M 65,508 +65,508 New
SBCM
189
Schwerin Boyle Capital Management
Massachusetts
$2.09M 65,200 -2,100 -3%
CM
190
Castleark Management
Illinois
$2.09M 65,130 -34,330 -35%
SFU
191
Stonehage Fleming (UK)
United Kingdom
$2.06M 64,200 +64,200 New
FAF
192
Fjarde Ap-fonden
Sweden
$2.06M 64,113 -3,318 -5%
Group One Trading
193
Group One Trading
Illinois
$2M 62,420 +4,440 +8%
MC
194
Menta Capital
California
$1.99M 62,000 -4,000 -6%
LMGAM
195
Liberty Mutual Group Asset Management
Massachusetts
$1.99M 61,876 +2,159 +4%
M&T Bank
196
M&T Bank
New York
$1.94M 60,431 +11,790 +24%
SI
197
Sentry Investments
Ontario, Canada
$1.93M 60,100 +60,100 New
OPERF
198
Oregon Public Employees Retirement Fund
Oregon
$1.9M 59,199 +600 +1%
OTPPB
199
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.89M 59,070 +5,816 +11%
HA
200
Havens Advisors
New York
$1.78M 59,000 -3,000 -5%
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8
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