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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.79%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$244M
2
LCOV
2
London Company of Virginia
Virginia
$140M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$509M
4
SCM
4
Smead Capital Management
Arizona
$86.8M
5
AR
5
Advisory Research
Illinois
$74.1M

Top Sellers

1
AIG
1
American International Group
New York
$4.32M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$439M
3
Boston Partners
3
Boston Partners
Massachusetts
$98.1M
4
OC
4
Orange Capital
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$241K
Name Market Value Shares Shares
Change 		Shares
Change %
AOWM
176
Alpha Omega Wealth Management
Virginia
$2.28M 68,414 +68,414 New
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$2.26M 67,760 -5,000 -7%
BPIM
178
Brant Point Investment Management
New York
$2.17M 65,000 +65,000 New
FA
179
FDx Advisors
Illinois
$2.09M 62,654 +62,654 New
Barclays
180
Barclays
United Kingdom
$2.08M 63,099 -396,629 -86%
AG
181
Aperio Group
California
$2.06M 61,818 +309 +0.5%
OTPPB
182
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.05M 61,511 -742 -1%
DILH
183
Dai-ichi Life Holdings
Japan
$2.05M 61,388 -2,650 -4%
OPERF
184
Oregon Public Employees Retirement Fund
Oregon
$1.99M 59,807 -2,458 -4%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$1.99M 59,584 -6,475 -10%
Public Sector Pension Investment Board (PSP Investments)
186
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.98M 59,552 -12,700 -18%
HIMCH
187
Hartford Investment Management Co (HIMCO)
Connecticut
$1.95M 58,601 -24,544 -30%
IRF
188
IBM Retirement Fund
New York
$1.91M 57,342 -6,243 -10%
NIS
189
National Investment Services
Wisconsin
$1.86M 55,742 -369 -0.7%
M&T Bank
190
M&T Bank
New York
$1.82M 54,498 -10,435 -16%
ProShare Advisors
191
ProShare Advisors
Maryland
$1.8M 54,061 -2,193 -4%
EIM
192
ExxonMobil Investment Management
Texas
$1.76M 52,866 -10,558 -17%
VCP
193
Valtura Capital Partners
New York
$1.76M 52,858 +52,858 New
KCPG
194
Kavar Capital Partners Group
Kansas
$1.73M 51,850 +7,100 +16%
B
195
Barings
North Carolina
$1.66M 49,905 +13,100 +36%
D.E. Shaw & Co
196
D.E. Shaw & Co
New York
$1.65M 49,534 +49,534 New
FAF
197
Fjarde Ap-fonden
Sweden
$1.56M 46,934 -5,921 -11%
ACM
198
Argyle Capital Management
Pennsylvania
$1.53M 45,950 – –
HI
199
HBK Investments
Texas
$1.51M 45,429 +45,429 New
HighTower Advisors
200
HighTower Advisors
Illinois
$1.47M 44,172 -1,774 -4%
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8
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