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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $6.78B invested in H&R Block in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 172 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+7
Holders Change %
+1.82%
% of All Funds
11.36%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
50
Increased
107
Reduced
172
Closed
41
Calls
$120M
Puts
$95.3M
Net Calls
+$24.5M
Net Calls Change
-$35.9M

Top Buyers

1
AIG
American International Group
New York
$270M
2
SC
Sculptor Capital
New York
$161M
3
NRC
North Run Capital
Massachusetts
$44.8M
4
Viking Global Investors
Viking Global Investors
Connecticut
$510M
5
FA
Friess Associates
Delaware
$29.2M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
$9.49M
2
LPC
Lone Pine Capital
Connecticut
$0
3
SCA
Southpoint Capital Advisors
New York
$43.6M
4
State Street
State Street
Massachusetts
$330M
5
HCM
Hoplite Capital Management
New York
$197M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
201
Royal Bank of Canada
Ontario, Canada
$1.63M -$411K -14,154 -20%
MIU
202
Man Investments (UK)
United Kingdom
$1.62M -$53.6K -1,847 -3%
OTPPB
203
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.59M -$325K -11,206 -17%
FM
204
Foster & Motley
Ohio
$1.57M -$210K -7,237 -12%
AL
205
Airain Ltd
Guernsey
$1.53M -$426K -14,658 -22%
CIBC Asset Management
206
CIBC Asset Management
Ontario, Canada
$1.52M -$24.8K -854 -2%
COPPSERS
207
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.52M -$110K -3,774 -7%
ARTA
208
A.R.T. Advisors
New York
$1.5M -$5.24M -180,489 -78%
AG
209
Aperio Group
California
$1.49M -$1.37M -51,252 Closed
Mitsubishi UFJ Asset Management
210
Mitsubishi UFJ Asset Management
Japan
$1.49M -$352K -12,011 -19%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$1.45M -$181K -6,242 -11%
MWNA
212
Marshall Wace North America
New York
$1.45M -$18.1M -624,009 -93%
CBOA
213
Commonwealth Bank of Australia
Australia
$1.42M +$93.6K +3,226 +7%
Federated Hermes
214
Federated Hermes
Pennsylvania
$1.41M -$280K -9,632 -17%
URS
215
Utah Retirement Systems
Utah
$1.41M – – –
TRSOTSOK
216
Teachers Retirement System of the State of Kentucky
Kentucky
$1.39M – – –
LMGAM
217
Liberty Mutual Group Asset Management
Massachusetts
$1.34M +$864K +29,753 +180%
ACM
218
Argyle Capital Management
Pennsylvania
$1.33M -$3.72K -128 -0.3%
KCM
219
Kames Capital Management
United Kingdom
$1.33M -$85.2K -2,934 -6%
ACM
220
Azimuth Capital Management
Michigan
$1.27M -$72.6K -2,500 -5%
CFB
221
Cullen/Frost Bankers
Texas
$1.27M -$3.78K -130 -0.3%
William Blair & Company
222
William Blair & Company
Illinois
$1.24M +$446K +15,355 +56%
SA
223
Steadfast Advisors
New York
$1.24M -$895K -30,837 -42%
WAM
224
World Asset Management
Michigan
$1.23M -$201K -6,938 -14%
RFC
225
Russell Frank Company
Washington
$1.23M -$2.88M -98,968 -70%
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