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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $8.16B invested in H&R Block in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 148 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+13
Holders Change %
+3.07%
% of All Funds
11.66%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
66
Increased
149
Reduced
148
Closed
48
Calls
$91.9M
Puts
$58.6M
Net Calls
+$33.3M
Net Calls Change
-$141M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$194M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$388M
3
First Manhattan
First Manhattan
New York
$104M
4
CGI
CI Global Investments
California
$79.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$280M

Top Sellers

1
TP
Third Point
New York
$0
2
Viking Global Investors
Viking Global Investors
Connecticut
$0
3
WCMNY
Westchester Capital Management (New York)
New York
$0
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$86.5M
5
Renaissance Technologies
Renaissance Technologies
New York
$20.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
201
Sumitomo Mitsui DS Asset Management
Japan
$1.79M -$77.1K -2,291 -4%
AG
202
Aperio Group
California
$1.79M +$1.92K +57 +0.1%
JHIU
203
Janus Henderson Investors US
Colorado
$1.74M -$5.89M -174,700 -77%
CA
204
Commerzbank Aktiengesellschaft
Germany
$1.69M -$1.87M -55,607 -53%
COPPSERS
205
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.69M -$8.18K -243 -0.5%
M&T Bank
206
M&T Bank
New York
$1.64M -$16K -474 -1%
GCP
207
GSA Capital Partners
United Kingdom
$1.61M -$85.5K -2,538 -5%
TWM
208
Torch Wealth Management
Ohio
$1.6M +$1.6M +47,535 New
URS
209
Utah Retirement Systems
Utah
$1.6M – – –
AAM
210
Aberdeen Asset Management
United Kingdom
$1.59M -$1.11M -32,834 -41%
CNB
211
City National Bank
California
$1.57M -$536K -15,907 -25%
State of Tennessee, Department of Treasury
212
State of Tennessee, Department of Treasury
Tennessee
$1.56M – – –
ACM
213
Argyle Capital Management
Pennsylvania
$1.55M – – –
Capital Fund Management (CFM)
214
Capital Fund Management (CFM)
France
$1.52M -$6.44M -191,348 -81%
TRSOTSOK
215
Teachers Retirement System of the State of Kentucky
Kentucky
$1.47M – – –
FL
216
Fort LP
Maryland
$1.45M +$1.45M +42,954 New
CCM
217
Cadence Capital Management
Massachusetts
$1.4M -$29.3K -871 -2%
JG
218
Jefferies Group
New York
$1.4M -$1.3M -38,557 -48%
Citadel Advisors
219
Citadel Advisors
Florida
$1.39M -$514K -15,270 -27%
OI
220
Oakbrook Investments
Illinois
$1.36M -$15.2K -450 -1%
LS
221
Livforsakringsbolaget Skandia
Sweden
$1.32M – – –
Mitsubishi UFJ Asset Management
222
Mitsubishi UFJ Asset Management
Japan
$1.29M -$185K -5,602 -13%
BCM
223
Bluefin Capital Management
New York
$1.27M -$1.87M -55,480 -59%
GS
224
GAM Systematic
United Kingdom
$1.27M +$1.27M +37,742 New
SIP
225
Stoneridge Investment Partners
Pennsylvania
$1.27M -$1.91M -56,582 -60%
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