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H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.28B invested in H&R Block in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 143 reducing their positions, and 43 closing their positions.

Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
12.31%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
48
Increased
160
Reduced
143
Closed
43
Calls
$336M
Puts
$161M
Net Calls
+$174M
Net Calls Change
-$3.01M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$677M
3
American Century Companies
3
American Century Companies
Missouri
$64.8M
4
WCMNY
4
Westchester Capital Management (New York)
New York
$53.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$125M

Top Sellers

1
SIG
1
Senator Investment Group
New York
$85.3M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$96.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$79.9M
4
Norges Bank
4
Norges Bank
Norway
$70.4M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
201
PDT Partners
New York
$2.22M +$1.63M +52,518 +276%
CEI
202
Clark Estates Inc
New York
$2.2M +$2.2M +71,000 New
FAF
203
Fjarde Ap-fonden
Sweden
$2.19M -$225K -7,264 -9%
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$2.17M -$2.64K -85 -0.1%
BT
205
Beacon Trust
New Jersey
$2.15M +$555K +17,907 +35%
SBCM
206
Schwerin Boyle Capital Management
Massachusetts
$2.15M – – –
EIM
207
ExxonMobil Investment Management
Texas
$2.09M -$73.1K -2,359 -3%
IRF
208
IBM Retirement Fund
New York
$2.03M -$166K -5,289 -8%
AAM
209
Advisors Asset Management
Colorado
$2M -$471K -15,199 -19%
CNB
210
City National Bank
California
$1.94M +$501K +16,146 +35%
B
211
Barings
North Carolina
$1.94M +$1.16M +37,300 +148%
SIM
212
Spark Investment Management
New York
$1.87M +$1.19M +38,300 +174%
SFM
213
Soros Fund Management
New York
$1.85M +$1.85M +59,665 New
OPERF
214
Oregon Public Employees Retirement Fund
Oregon
$1.78M +$24.8K +800 +1%
Citadel Advisors
215
Citadel Advisors
Florida
$1.75M -$9.48M -305,813 -84%
SMDAM
216
Sumitomo Mitsui DS Asset Management
Japan
$1.72M +$862K +27,798 +100%
Susquehanna International Group
217
Susquehanna International Group
Pennsylvania
$1.69M -$5.35M -172,742 -76%
AG
218
Aperio Group
California
$1.64M +$868 +28 +0.1%
LMGAM
219
Liberty Mutual Group Asset Management
Massachusetts
$1.61M -$69K -2,225 -4%
OTPPB
220
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.58M +$180K +5,802 +13%
COPPSERS
221
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.56M +$7.04K +227 +0.5%
GCP
222
GSA Capital Partners
United Kingdom
$1.56M +$1.36M +43,702 +662%
M&T Bank
223
M&T Bank
New York
$1.53M +$1.44M +46,497 +1,776%
URS
224
Utah Retirement Systems
Utah
$1.47M -$3.1K -100 -0.2%
CIBC Asset Management
225
CIBC Asset Management
Ontario, Canada
$1.45M -$17.1K -552 -1%
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