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H&R Block
HRB

Overview Fund Activity

428 hedge funds and large institutions have $5.33B invested in H&R Block in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 146 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-21
Holders Change %
-4.68%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-81.82%
% of All Funds
0.05%
New
52
Increased
166
Reduced
146
Closed
68
Calls
$43.5M
Puts
$19.8M
Net Calls
+$23.7M
Net Calls Change
-$939K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$491M
2
Bank of America
Bank of America
North Carolina
$271M
3
VNIM
Vaughan Nelson Investment Management
Texas
$51.3M
4
WHG
Westwood Holdings Group
Texas
$52.8M
5
TSW
Thompson Siegel & Walmsley
Virginia
$59.3M

Top Sellers

1
CGI
CI Global Investments
California
$46.9M
2
Boston Partners
Boston Partners
Massachusetts
$36.2M
3
American Century Companies
American Century Companies
Missouri
$0
4
GT
Glenmede Trust
Pennsylvania
$1.92M
5
Vanguard Group
Vanguard Group
Pennsylvania
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
GH
176
GAM Holding
Switzerland
$1.58M +$1.01M +38,412 +179%
PFC
177
Poplar Forest Capital
California
$1.55M +$753K +28,500 +95%
HIMCH
178
Hartford Investment Management Co (HIMCO)
Connecticut
$1.54M -$8.08K -306 -0.5%
EIM
179
ExxonMobil Investment Management
Texas
$1.52M +$121K +4,582 +9%
Brown Advisory
180
Brown Advisory
Maryland
$1.51M -$625K -23,643 -29%
NIT
181
NumerixS Investment Technologies
British Columbia, Canada
$1.51M +$1.51M +57,000 New
GS
182
GAM Systematic
United Kingdom
$1.5M +$764K +28,918 +104%
PAM
183
Princeton Alpha Management
New Jersey
$1.47M +$641K +24,272 +77%
NIPH
184
NN Investment Partners Holdings
Netherlands
$1.45M +$1.45M +55,038 New
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$1.43M -$146K -5,543 -9%
FAF
186
Fjarde Ap-fonden
Sweden
$1.42M +$176K +6,647 +14%
NB
187
Norinchukin Bank
Japan
$1.4M +$1.11M +41,960 +381%
KAM
188
Knightsbridge Asset Management
California
$1.37M -$3.84M -145,476 -74%
M&T Bank
189
M&T Bank
New York
$1.35M -$85.7K -3,248 -6%
KCPG
190
Kavar Capital Partners Group
Kansas
$1.34M -$29.1K -1,100 -2%
LTI
191
Laffer Tengler Investments
Tennessee
$1.33M +$1.33M +50,320 New
PP
192
Paloma Partners
Connecticut
$1.26M +$1.26M +47,592 New
QT
193
Quantbot Technologies
New York
$1.25M +$1.25M +47,172 New
ACM
194
Argyle Capital Management
Pennsylvania
$1.21M – – –
AAM
195
Aberdeen Asset Management
United Kingdom
$1.2M -$850K -32,173 -41%
AIA
196
Arrow Investment Advisors
Maryland
$1.19M +$1.19M +44,897 New
PG
197
PEAK6 Group
Illinois
$1.17M +$1.17M +44,448 New
AAF
198
Andra AP-fonden
Sweden
$1.16M -$684K -25,900 -37%
ProShare Advisors
199
ProShare Advisors
Maryland
$1.15M -$276K -10,431 -19%
Skandinaviska Enskilda Banken (SEB)
200
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.12M +$1.12M +42,473 New
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8
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