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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.79%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$244M
2
LCOV
2
London Company of Virginia
Virginia
$140M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$509M
4
SCM
4
Smead Capital Management
Arizona
$86.8M
5
AR
5
Advisory Research
Illinois
$74.1M

Top Sellers

1
AIG
1
American International Group
New York
$4.32M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$439M
3
Boston Partners
3
Boston Partners
Massachusetts
$98.1M
4
OC
4
Orange Capital
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$241K
Name Market Value Shares Shares
Change 		Shares
Change %
URS
201
Utah Retirement Systems
Utah
$1.41M 42,239 -7,000 -14%
PS
202
Pensionfund Sabic
Netherlands
$1.4M 42,000 +42,000 New
AIM
203
Ada Investment Management
New York
$1.36M 40,826 +40,826 New
RFC
204
Regions Financial Corp
Alabama
$1.34M 40,304 +9,980 +33%
CC
205
Cipher Capital
New York
$1.33M 40,053 +40,053 New
CCM
206
Cadence Capital Management
Massachusetts
$1.32M 39,466 +4,702 +14%
CG
207
Clinton Group
New York
$1.31M 39,314 -6,066 -13%
JFGIW
208
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.26M 37,802 +36,916 +4,167%
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$1.23M 37,033 -4,006 -10%
AP
210
AHL Partners
United Kingdom
$1.23M 36,784 +25,874 +237%
NMIMC
211
Northwestern Mutual Investment Management Company
Wisconsin
$1.17M 35,005 -5,462 -13%
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
$1.16M 34,839 -3,023 -8%
Squarepoint
213
Squarepoint
New York
$1.15M 34,463 +34,463 New
SFP
214
Santa Fe Partners
New Mexico
$1.14M 34,151 -70,318 -67%
Korea Investment Corp
215
Korea Investment Corp
South Korea
$1.12M 33,600 +33,600 New
State of Tennessee, Department of Treasury
216
State of Tennessee, Department of Treasury
Tennessee
$1.11M 33,215 -9,485 -22%
Handelsbanken Fonder
217
Handelsbanken Fonder
Sweden
$1.1M 32,997 +32,997 New
TRSOTSOK
218
Teachers Retirement System of the State of Kentucky
Kentucky
$1.06M 31,700 -8,600 -21%
PAM
219
Princeton Alpha Management
New Jersey
$1.05M 31,536 +31,536 New
SC
220
Scotia Capital
Ontario, Canada
$1.04M 29,080 – –
Mitsubishi UFJ Asset Management
221
Mitsubishi UFJ Asset Management
Japan
$1.04M 31,326 -3,005 -9%
SCM
222
Sterneck Capital Management
Missouri
$1.04M 31,181 – –
MC
223
Maverick Capital
Texas
$1.03M 30,930 +30,930 New
MSA
224
Mason Street Advisors
Wisconsin
$1.03M 30,813 -4,934 -14%
PFC
225
Poplar Forest Capital
California
$1M 30,050 +11,050 +58%
7 8
9
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