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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 closing their positions.

Holders
444
Holders Change
–
Holders Change %
0%
% of All Funds
11.97%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.22%
New
64
Increased
169
Reduced
140
Closed
59
Calls
$318M
Puts
$88.7M
Net Calls
+$229M
Net Calls Change
+$49.6M

Top Buyers

1
ECP
1
Empyrean Capital Partners
California
$48.9M
2
CGI
2
CI Global Investments
California
$191M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$48.6M
4
EA
4
Euclid Advisors
Connecticut
$41.1M
5
Millennium Management
5
Millennium Management
New York
$37.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$463M
2
SIG
2
Senator Investment Group
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13M
5
DC
5
Davenport & Co
Virginia
$589K
Name Market Value Shares Shares
Change 		Shares
Change %
SBCM
201
Schwerin Boyle Capital Management
Massachusetts
$1.9M 64,200 -1,000 -2%
DILH
202
Dai-ichi Life Holdings
Japan
$1.9M 64,038 -7,316 -10%
OCM
203
Otter Creek Management
Florida
$1.84M 62,000 +62,000 New
CCMH
204
Cornerstone Capital Management Holdings
New York
$1.83M 61,790 -110,764 -64%
OPERF
205
Oregon Public Employees Retirement Fund
Oregon
$1.83M 61,699 +2,500 +4%
EIM
206
ExxonMobil Investment Management
Texas
$1.81M 61,104 -5,089 -8%
JHIU
207
Janus Henderson Investors US
Colorado
$1.79M 60,366 +12,266 +26%
FAF
208
Fjarde Ap-fonden
Sweden
$1.68M 56,738 -7,375 -12%
PG
209
PEAK6 Group
Illinois
$1.68M 56,541 +17,061 +43%
LCM
210
Landscape Capital Management
New Jersey
$1.67M 56,400 +26,300 +87%
AG
211
Aperio Group
California
$1.66M 55,943 +689 +1%
Capital Fund Management (CFM)
212
Capital Fund Management (CFM)
France
$1.65M 55,798 +33,333 +148%
NIS
213
National Investment Services
Wisconsin
$1.65M 55,633 +2,318 +4%
AAF
214
Andra AP-fonden
Sweden
$1.61M 54,300 -17,000 -24%
SMDAM
215
Sumitomo Mitsui DS Asset Management
Japan
$1.53M 51,706 +213 +0.4%
LTI
216
Laffer Tengler Investments
Tennessee
$1.49M 50,320 +50,320 New
Canada Pension Plan Investment Board
217
Canada Pension Plan Investment Board
Ontario, Canada
$1.47M 49,500 +5,400 +12%
URS
218
Utah Retirement Systems
Utah
$1.45M 48,939 – –
LMGAM
219
Liberty Mutual Group Asset Management
Massachusetts
$1.42M 47,793 -14,083 -23%
CCM
220
Cadence Capital Management
Massachusetts
$1.37M 46,107 +6,611 +17%
ACM
221
Argyle Capital Management
Pennsylvania
$1.36M 45,950 – –
ACM
222
Arrow Capital Management
New York
$1.33M 45,000 -562,000 -93%
JCM
223
JS Capital Management
New York
$1.33M 45,000 -80,000 -64%
State of Tennessee, Department of Treasury
224
State of Tennessee, Department of Treasury
Tennessee
$1.31M 44,200 – –
KCPG
225
Kavar Capital Partners Group
Kansas
$1.31M 44,050 +44,050 New
7 8
9
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