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H&R Block
HRB

Overview Fund Activity

394 hedge funds and large institutions have $7.15B invested in H&R Block in 2014 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 109 increasing their positions, 158 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
11.39%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.43%
New
59
Increased
109
Reduced
158
Closed
48
Calls
$131M
Puts
$56.3M
Net Calls
+$75.1M
Net Calls Change
+$50.6M

Top Buyers

1
SIG
1
Senator Investment Group
New York
$140M
2
TP
2
Third Point
New York
$106M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$181M
4
AR
4
Advisory Research
Illinois
$86.9M
5
NCA
5
Newbrook Capital Advisors
New York
$54.1M

Top Sellers

1
JHIU
1
Janus Henderson Investors US
Colorado
$75.4M
2
Invesco
2
Invesco
Georgia
$12.6M
3
PI
3
PGGM Investments
Netherlands
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$783M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
201
Bank of Montreal
Ontario, Canada
$2.01M +$497K +16,461 +33%
GAAM
202
Guinness Atkinson Asset Management
California
$1.99M +$219K +7,240 +12%
CCM
203
Cadence Capital Management
Massachusetts
$1.96M -$361K -11,945 -16%
Group One Trading
204
Group One Trading
Illinois
$1.89M +$980K +32,473 +107%
CCMH
205
Cornerstone Capital Management Holdings
New York
$1.85M -$383K -12,690 -17%
IIM
206
Ivory Investment Management
New York
$1.85M +$1.85M +61,382 New
Royal London Asset Management
207
Royal London Asset Management
United Kingdom
$1.82M -$7.01K -248 -0.4%
OPERF
208
Oregon Public Employees Retirement Fund
Oregon
$1.71M +$12.1K +400 +0.7%
LMGAM
209
Liberty Mutual Group Asset Management
Massachusetts
$1.7M +$301K +9,981 +22%
Robeco Institutional Asset Management
210
Robeco Institutional Asset Management
Netherlands
$1.68M -$2.89M -95,800 -63%
Los Angeles Capital Management
211
Los Angeles Capital Management
California
$1.65M +$927K +30,700 +129%
Mitsubishi UFJ Asset Management
212
Mitsubishi UFJ Asset Management
Japan
$1.62M +$88.4K +2,928 +6%
ID
213
Integral Derivatives
New York
$1.59M +$1.59M +52,624 New
COPPSERS
214
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.59M +$11.5K +380 +0.7%
AG
215
Aperio Group
California
$1.57M +$1.57M +52,075 New
BT
216
Beacon Trust
New Jersey
$1.54M +$1.54M +50,986 New
LBG
217
Lloyds Banking Group
United Kingdom
$1.52M -$774K -25,648 -34%
URS
218
Utah Retirement Systems
Utah
$1.48M +$9.06K +300 +0.6%
CIBC Asset Management
219
CIBC Asset Management
Ontario, Canada
$1.47M -$104K -3,439 -7%
MIU
220
Man Investments (UK)
United Kingdom
$1.47M -$216K -7,160 -13%
State of Tennessee, Department of Treasury
221
State of Tennessee, Department of Treasury
Tennessee
$1.4M -$2.15M -71,300 -61%
ACM
222
Argyle Capital Management
Pennsylvania
$1.39M – – –
OTPPB
223
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.35M -$298K -9,882 -18%
TRSOTSOK
224
Teachers Retirement System of the State of Kentucky
Kentucky
$1.32M -$124K -4,100 -9%
JG
225
Jefferies Group
New York
$1.28M -$1.39M -46,033 -52%
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