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H&R Block
HRB

Overview Fund Activity

384 hedge funds and large institutions have $6.36B invested in H&R Block in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
12.46%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.49%
New
49
Increased
148
Reduced
135
Closed
37
Calls
$142M
Puts
$81.4M
Net Calls
+$60.4M
Net Calls Change
-$23.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$729M
2
State Street
State Street
Massachusetts
$353M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$70M
4
Vanguard Group
Vanguard Group
Pennsylvania
$507M
5
Ameriprise
Ameriprise
Minnesota
$42.9M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$433M
2
LPC
Lone Pine Capital
Connecticut
$61.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$92.2M
4
PC
PointState Capital
New York
$17.6M
5
AA
Antipodean Advisors
New York
$67.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OTPPB
201
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.75M +$12.8K +480 +0.7%
GAM
202
Guinness Asset Management
United Kingdom
$1.69M +$924K +34,650 +121%
Mitsubishi UFJ Asset Management
203
Mitsubishi UFJ Asset Management
Japan
$1.67M +$110K +4,144 +7%
WG
204
Winchester Group
New York
$1.66M – – –
FM
205
Foster & Motley
Ohio
$1.64M -$79.9K -2,996 -5%
GAAM
206
Guinness Atkinson Asset Management
California
$1.56M +$304K +11,400 +24%
Federated Hermes
207
Federated Hermes
Pennsylvania
$1.55M -$301K -11,271 -16%
CG
208
Clinton Group
New York
$1.54M +$1.54M +57,862 New
MIU
209
Man Investments (UK)
United Kingdom
$1.54M +$574K +21,509 +60%
BNP Paribas Asset Management
210
BNP Paribas Asset Management
France
$1.53M -$8.05M -301,797 -84%
DCM
211
Dynamic Capital Management
Jersey
$1.51M +$673K +25,232 +81%
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$1.5M -$1.2M -45,132 -45%
COPPSERS
213
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.49M +$12.8K +481 +0.9%
CIBC Asset Management
214
CIBC Asset Management
Ontario, Canada
$1.42M -$27.4K -1,029 -2%
Two Sigma Investments
215
Two Sigma Investments
New York
$1.38M -$8.72M -327,377 -86%
AG
216
Aperio Group
California
$1.37M +$45.8K +1,717 +3%
WAM
217
World Asset Management
Michigan
$1.32M -$153K -5,746 -10%
KCM
218
Kames Capital Management
United Kingdom
$1.3M – – –
URS
219
Utah Retirement Systems
Utah
$1.29M -$10.7K -400 -0.8%
TRSOTSOK
220
Teachers Retirement System of the State of Kentucky
Kentucky
$1.27M -$96K -3,600 -7%
ACM
221
Azimuth Capital Management
Michigan
$1.23M +$812K +30,450 +193%
ACM
222
Argyle Capital Management
Pennsylvania
$1.23M – – –
CBOA
223
Commonwealth Bank of Australia
Australia
$1.22M +$131K +4,900 +12%
NI
224
Numeric Investors
Massachusetts
$1.21M +$1.21M +45,500 New
ProShare Advisors
225
ProShare Advisors
Maryland
$1.21M +$145K +5,428 +14%
7 8
9
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