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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 closing their positions.

Holders
444
Holders Change
–
Holders Change %
0%
% of All Funds
11.97%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.22%
New
64
Increased
169
Reduced
140
Closed
59
Calls
$318M
Puts
$88.7M
Net Calls
+$229M
Net Calls Change
+$49.6M

Top Buyers

1
ECP
1
Empyrean Capital Partners
California
$48.9M
2
CGI
2
CI Global Investments
California
$191M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$48.6M
4
EA
4
Euclid Advisors
Connecticut
$41.1M
5
Millennium Management
5
Millennium Management
New York
$37.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$463M
2
SIG
2
Senator Investment Group
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13M
5
DC
5
Davenport & Co
Virginia
$589K
Name Market Value Shares Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
176
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.8M 94,352 -1,000 -1%
Los Angeles Capital Management
177
Los Angeles Capital Management
California
$2.77M 93,435 – –
PAIM
178
Punch & Associates Investment Management
Minnesota
$2.69M 90,658 +754 +0.8%
BCIM
179
British Columbia Investment Management
British Columbia, Canada
$2.68M 90,428 -102 -0.1%
HIMCH
180
Hartford Investment Management Co (HIMCO)
Connecticut
$2.47M 83,395 -16,629 -17%
PP
181
PDT Partners
New York
$2.45M 82,546 +82,546 New
EVM
182
Eaton Vance Management
Massachusetts
$2.41M 81,127 +653 +0.8%
AAM
183
Aberdeen Asset Management
United Kingdom
$2.39M 80,661 +2,562 +3%
B
184
Barings
North Carolina
$2.36M 79,505 +53,800 +209%
ProShare Advisors
185
ProShare Advisors
Maryland
$2.34M 79,021 +1,995 +3%
GIBU
186
Gulf International Bank (UK)
United Kingdom
$2.33M 78,608 – –
BT
187
Beacon Trust
New Jersey
$2.32M 78,289 +1,321 +2%
CEI
188
Clark Estates Inc
New York
$2.3M 77,700 – –
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$2.16M 72,760 – –
Brown Advisory
190
Brown Advisory
Maryland
$2.12M 71,500 -8,487 -11%
BNP Paribas Financial Markets
191
BNP Paribas Financial Markets
France
$2.1M 70,868 +36,796 +108%
CB
192
Commerce Bank
Missouri
$2.09M 70,325 +544 +0.8%
Public Employees Retirement Association of Colorado
193
Public Employees Retirement Association of Colorado
Colorado
$2.07M 69,852 -125 -0.2%
HAI
194
Hennessy Advisors Inc
California
$2.07M 69,700 -1,900 -3%
HA
195
Havens Advisors
New York
$2.05M 69,000 +10,000 +17%
BCM
196
Bluefin Capital Management
New York
$2.04M 68,916 +46,595 +209%
GS
197
GAM Systematic
United Kingdom
$2M 67,337 -25,174 -27%
IRF
198
IBM Retirement Fund
New York
$1.99M 67,211 -365 -0.5%
AI
199
Analytic Investors
California
$1.97M 66,554 -45,783 -41%
GIA
200
Gargoyle Investment Advisor
New Jersey
$1.94M 65,508 – –
6 7
8
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