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H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.89B invested in H&R Block in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 140 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+30
Holders Change %
+7.61%
% of All Funds
12.19%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
70
Increased
140
Reduced
146
Closed
37
Calls
$226M
Puts
$48.7M
Net Calls
+$177M
Net Calls Change
+$102M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$165M
2
Morgan Stanley
Morgan Stanley
New York
$157M
3
CCM
Cantillon Capital Management
New York
$80.1M
4
Norges Bank
Norges Bank
Norway
$140M
5
Victory Capital Management
Victory Capital Management
Texas
$67.2M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
$200M
2
SC
Sculptor Capital
New York
$8.38M
3
JHIU
Janus Henderson Investors US
Colorado
$12.7M
4
HCM
Hoplite Capital Management
New York
$123M
5
MCMC
Matrix Capital Management Company
New Hampshire
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
201
California State Teachers Retirement System (CalSTRS)
California
$2.18M -$15.8M -435,307 -88%
RJA
202
Raymond James & Associates
Florida
$2.14M +$939K +28,021 +78%
NI
203
Numeric Investors
Massachusetts
$2.12M +$2.12M +63,100 New
Nomura Holdings
204
Nomura Holdings
Japan
$2.1M -$3.43M -103,322 -62%
Royal London Asset Management
205
Royal London Asset Management
United Kingdom
$2.08M -$8.69K -269 -0.4%
O
206
OppenheimerFunds
New York
$2.07M -$20.4M -607,250 -91%
ProShare Advisors
207
ProShare Advisors
Maryland
$2.03M -$372K -11,110 -15%
AL
208
Airain Ltd
Guernsey
$2M +$2M +59,703 New
CSS
209
Cubist Systematic Strategies
Connecticut
$1.93M +$1.93M +57,696 New
OPERF
210
Oregon Public Employees Retirement Fund
Oregon
$1.9M – – –
LMGAM
211
Liberty Mutual Group Asset Management
Massachusetts
$1.82M -$65.8K -1,963 -3%
HI
212
HBK Investments
Texas
$1.8M -$1.54M -45,900 -46%
Mitsubishi UFJ Asset Management
213
Mitsubishi UFJ Asset Management
Japan
$1.78M -$22.4K -668 -1%
AG
214
Aperio Group
California
$1.77M +$28.7K +857 +2%
BT
215
Beacon Trust
New Jersey
$1.73M +$16.3K +485 +1%
JG
216
Jefferies Group
New York
$1.72M +$301K +8,965 +21%
COPPSERS
217
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.68M -$77.6K -2,313 -4%
QIM
218
Quantitative Investment Management
Virginia
$1.67M +$1.67M +49,900 New
Federated Hermes
219
Federated Hermes
Pennsylvania
$1.6M +$337K +10,064 +27%
URS
220
Utah Retirement Systems
Utah
$1.59M -$43.6K -1,300 -3%
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$1.59M -$47.6K -1,419 -3%
State of Tennessee, Department of Treasury
222
State of Tennessee, Department of Treasury
Tennessee
$1.56M – – –
CNB
223
City National Bank
California
$1.56M +$777K +23,183 +100%
ACM
224
Argyle Capital Management
Pennsylvania
$1.54M – – –
OTPPB
225
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.51M +$10.6K +316 +0.7%
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9
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