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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.79B invested in H&R Block in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
444
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
58
Increased
168
Reduced
157
Closed
48
Calls
$228M
Puts
$48.2M
Net Calls
+$180M
Net Calls Change
+$146M

Top Buyers

1
First Manhattan
1
First Manhattan
New York
$208M
2
BG
2
BlackRock Group
United Kingdom
$158M
3
CGI
3
CI Global Investments
California
$155M
4
BA
4
BlackRock Advisors
Delaware
$62.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$772M

Top Sellers

1
HCM
1
Hoplite Capital Management
New York
$0
2
CCM
2
Cantillon Capital Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$199M
4
NRC
4
North Run Capital
Massachusetts
$0
5
AR
5
Advisory Research
Illinois
$59.2M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
201
Aperio Group
California
$1.77M 55,254 +2,237 +4%
WAM
202
Wood Asset Management
Florida
$1.73M 53,833 +47,350 +730%
NIS
203
National Investment Services
Wisconsin
$1.71M 53,315 +53,315 New
SIP
204
Stoneridge Investment Partners
Pennsylvania
$1.71M 53,266 +15,554 +41%
Credit Agricole
205
Credit Agricole
France
$1.7M 53,037 -33,857 -39%
SMDAM
206
Sumitomo Mitsui DS Asset Management
Japan
$1.65M 51,493 -1,698 -3%
URS
207
Utah Retirement Systems
Utah
$1.57M 48,939 +1,500 +3%
HHC
208
Hutchin Hill Capital
New York
$1.57M 48,800 +48,800 New
JHIU
209
Janus Henderson Investors US
Colorado
$1.54M 48,100 -3,400 -7%
TWM
210
Torch Wealth Management
Ohio
$1.52M 47,510 -25 -0.1%
CNB
211
City National Bank
California
$1.5M 46,830 +179 +0.4%
ACM
212
Argyle Capital Management
Pennsylvania
$1.47M 45,950 – –
PAM
213
Princeton Alpha Management
New Jersey
$1.47M 45,788 +45,788 New
State of Tennessee, Department of Treasury
214
State of Tennessee, Department of Treasury
Tennessee
$1.42M 44,200 -2,200 -5%
Canada Pension Plan Investment Board
215
Canada Pension Plan Investment Board
Ontario, Canada
$1.41M 44,100 +8,943 +25%
HighTower Advisors
216
HighTower Advisors
Illinois
$1.35M 41,939 +12,070 +40%
SLI
217
Sumitomo Life Insurance
Japan
$1.33M 41,390 +41,390 New
NMIMC
218
Northwestern Mutual Investment Management Company
Wisconsin
$1.3M 40,378 +40,378 New
TRSOTSOK
219
Teachers Retirement System of the State of Kentucky
Kentucky
$1.29M 40,300 -3,300 -8%
OI
220
Oakbrook Investments
Illinois
$1.29M 40,203 -200 -0.5%
CCM
221
Cadence Capital Management
Massachusetts
$1.27M 39,496 -2,179 -5%
PG
222
PEAK6 Group
Illinois
$1.27M 39,480 +39,480 New
Korea Investment Corp
223
Korea Investment Corp
South Korea
$1.26M 39,200 +6,600 +20%
SB
224
Suntrust Banks
Georgia
$1.25M 38,842 +1,945 +5%
Zurich Cantonal Bank
225
Zurich Cantonal Bank
Switzerland
$1.24M 38,797 +8,633 +29%
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