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H&R Block
HRB

Overview Fund Activity

464 hedge funds and large institutions have $10.8B invested in H&R Block in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 53 closing their positions.

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
12.97%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.53%
New
75
Increased
156
Reduced
161
Closed
53
Calls
$366M
Puts
$214M
Net Calls
+$152M
Net Calls Change
-$77.4M

Top Buyers

1
SC
1
Samlyn Capital
New York
$107M
2
Citigroup
2
Citigroup
New York
$97.8M
3
CS
3
Credit Suisse
Switzerland
$99.3M
4
FIM
4
Freedom Investment Management
Connecticut
$73.7M
5
SG Americas Securities
5
SG Americas Securities
New York
$61.7M

Top Sellers

1
MCMC
1
Matrix Capital Management Company
New Hampshire
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$187M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$202M
4
CGI
4
CI Global Investments
California
$184M
5
ECP
5
Empyrean Capital Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Public Sector Pension Investment Board (PSP Investments)
201
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.62M 72,252 -22,100 -23%
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$2.61M 72,760 – –
HAI
203
Hennessy Advisors Inc
California
$2.57M 71,100 +1,400 +2%
CB
204
Commerce Bank
Missouri
$2.53M 69,835 -490 -0.7%
Royal Bank of Canada
205
Royal Bank of Canada
Ontario, Canada
$2.51M 69,408 -57,176 -45%
CM
206
Churchill Management
California
$2.5M 68,922 +68,922 New
FNYS
207
First New York Securities
New York
$2.42M 66,900 +66,900 New
IG
208
ING Group
Netherlands
$2.42M 66,895 -107,838 -62%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$2.39M 66,059 -3,793 -5%
GIA
210
Gargoyle Investment Advisor
New Jersey
$2.37M 65,508 – –
IRF
211
IBM Retirement Fund
New York
$2.36M 63,585 -3,626 -5%
M&T Bank
212
M&T Bank
New York
$2.35M 64,933 -51,511 -44%
DILH
213
Dai-ichi Life Holdings
Japan
$2.32M 64,038 – –
EIM
214
ExxonMobil Investment Management
Texas
$2.3M 63,424 +2,320 +4%
OTPPB
215
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.25M 62,253 -47,099 -43%
OPERF
216
Oregon Public Employees Retirement Fund
Oregon
$2.25M 62,265 +566 +0.9%
CIBC World Market
217
CIBC World Market
Ontario, Canada
$2.23M 61,693 +61,693 New
AG
218
Aperio Group
California
$2.23M 61,509 +5,566 +10%
YCM
219
Yakira Capital Management
Connecticut
$2.17M 59,892 +59,892 New
ProShare Advisors
220
ProShare Advisors
Maryland
$2.04M 56,254 -22,767 -29%
NIS
221
National Investment Services
Wisconsin
$2.03M 56,111 +478 +0.9%
SSCM
222
Summit Street Capital Management
New York
$2.01M 55,636 -51,005 -48%
OCM
223
Otter Creek Management
Florida
$1.98M 54,630 -7,370 -12%
FAF
224
Fjarde Ap-fonden
Sweden
$1.91M 52,855 -3,883 -7%
SMDAM
225
Sumitomo Mitsui DS Asset Management
Japan
$1.88M 51,820 +114 +0.2%
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