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H&R Block
HRB

Overview Fund Activity

464 hedge funds and large institutions have $10.8B invested in H&R Block in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 53 closing their positions.

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
12.97%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.53%
New
75
Increased
156
Reduced
161
Closed
53
Calls
$366M
Puts
$214M
Net Calls
+$152M
Net Calls Change
-$77.4M

Top Buyers

1
SC
1
Samlyn Capital
New York
$107M
2
Citigroup
2
Citigroup
New York
$97.8M
3
CS
3
Credit Suisse
Switzerland
$99.3M
4
FIM
4
Freedom Investment Management
Connecticut
$73.7M
5
SG Americas Securities
5
SG Americas Securities
New York
$61.7M

Top Sellers

1
MCMC
1
Matrix Capital Management Company
New Hampshire
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$187M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$202M
4
CGI
4
CI Global Investments
California
$184M
5
ECP
5
Empyrean Capital Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ACI
176
AMP Capital Investors
Australia
$3.92M 111,219 +9,453 +9%
SFP
177
Santa Fe Partners
New Mexico
$3.78M 104,469 +104,469 New
RPA
178
Rock Point Advisors
Vermont
$3.63M 100,155 +3,740 +4%
EGM
179
Espalier Global Management
New York
$3.62M 100,000 +100,000 New
CCMH
180
Cornerstone Capital Management Holdings
New York
$3.61M 99,676 +37,886 +61%
TPSF
181
Texas Permanent School Fund
Texas
$3.57M 98,521 -1,690 -2%
SFU
182
Stonehage Fleming (UK)
United Kingdom
$3.52M 97,100 -24,800 -20%
US Bancorp
183
US Bancorp
Minnesota
$3.51M 97,022 -4,794 -5%
Royal London Asset Management
184
Royal London Asset Management
United Kingdom
$3.44M 95,113 +95,113 New
Los Angeles Capital Management
185
Los Angeles Capital Management
California
$3.38M 93,435 – –
Ohio Public Employees Retirement System (OPERS)
186
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.37M 93,153 -40,316 -30%
PAIM
187
Punch & Associates Investment Management
Minnesota
$3.36M 92,732 +2,074 +2%
MTIM
188
Marathon Trading Investment Management
Pennsylvania
$3.27M 90,184 +72,184 +401%
HIMCH
189
Hartford Investment Management Co (HIMCO)
Connecticut
$3.01M 83,145 -250 -0.3%
Comerica Bank
190
Comerica Bank
Texas
$3.01M 83,076 -86,536 -51%
Capital Fund Management (CFM)
191
Capital Fund Management (CFM)
France
$2.94M 81,204 +25,406 +46%
Brown Advisory
192
Brown Advisory
Maryland
$2.94M 81,101 +9,601 +13%
EVM
193
Eaton Vance Management
Massachusetts
$2.93M 80,994 -133 -0.2%
AAM
194
Aberdeen Asset Management
United Kingdom
$2.86M 79,000 -1,661 -2%
GIBU
195
Gulf International Bank (UK)
United Kingdom
$2.85M 78,608 – –
BT
196
Beacon Trust
New Jersey
$2.83M 78,224 -65 -0.1%
CEI
197
Clark Estates Inc
New York
$2.81M 77,700 – –
HA
198
Havens Advisors
New York
$2.76M 76,235 +7,235 +10%
MCM
199
Moore Capital Management
New York
$2.72M 75,000 +75,000 New
LP
200
LMR Partners
United Kingdom
$2.65M 73,283 +73,283 New
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8
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