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H&R Block
HRB

Overview Fund Activity

428 hedge funds and large institutions have $5.33B invested in H&R Block in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 146 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-21
Holders Change %
-4.68%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-81.82%
% of All Funds
0.05%
New
52
Increased
166
Reduced
146
Closed
68
Calls
$43.5M
Puts
$19.8M
Net Calls
+$23.7M
Net Calls Change
-$939K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$491M
2
Bank of America
Bank of America
North Carolina
$271M
3
VNIM
Vaughan Nelson Investment Management
Texas
$51.3M
4
WHG
Westwood Holdings Group
Texas
$52.8M
5
TSW
Thompson Siegel & Walmsley
Virginia
$59.3M

Top Sellers

1
CGI
CI Global Investments
California
$46.9M
2
Boston Partners
Boston Partners
Massachusetts
$36.2M
3
American Century Companies
American Century Companies
Missouri
$0
4
GT
Glenmede Trust
Pennsylvania
$1.92M
5
Vanguard Group
Vanguard Group
Pennsylvania
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
URS
201
Utah Retirement Systems
Utah
$1.12M +$2.64K +100 +0.2%
CD
202
Carl Domino
Florida
$1.11M +$1.11M +42,040 New
RFC
203
Regions Financial Corp
Alabama
$1.07M +$1.14K +43 +0.1%
CCM
204
Cadence Capital Management
Massachusetts
$1.04M -$3.86K -146 -0.4%
JFGIW
205
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.01M +$15.5K +587 +2%
Adage Capital Partners
206
Adage Capital Partners
Massachusetts
$1M -$8.17M -309,100 -89%
Public Sector Pension Investment Board (PSP Investments)
207
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1M -$571K -21,600 -36%
Zurich Cantonal Bank
208
Zurich Cantonal Bank
Switzerland
$978K – – –
WMSA
209
Weiss Multi-Strategy Advisers
New York
$936K +$936K +35,413 New
CIBC Asset Management
210
CIBC Asset Management
Ontario, Canada
$924K +$4.04K +153 +0.4%
Mitsubishi UFJ Asset Management
211
Mitsubishi UFJ Asset Management
Japan
$899K +$71.6K +2,710 +9%
EGM
212
Engineers Gate Manager
New York
$873K +$437K +16,555 +100%
HighTower Advisors
213
HighTower Advisors
Illinois
$831K -$338K -12,778 -29%
MSA
214
Mason Street Advisors
Wisconsin
$830K +$16.2K +615 +2%
ZIG
215
Zurich Insurance Group
Switzerland
$825K -$2.61M -98,730 -76%
SCM
216
Stevens Capital Management
Pennsylvania
$810K +$810K +30,640 New
MOACM
217
Mutual of America Capital Management
New York
$798K +$98K +3,709 +14%
SCM
218
Sterneck Capital Management
Missouri
$797K -$26.4K -1,000 -3%
ACP
219
Ashfield Capital Partners
California
$793K – – –
Daiwa Securities Group
220
Daiwa Securities Group
Japan
$782K +$230K +8,700 +42%
LS
221
Livforsakringsbolaget Skandia
Sweden
$774K – – –
Nomura Asset Management
222
Nomura Asset Management
Japan
$755K +$28.8K +1,090 +4%
Wellington Management Group
223
Wellington Management Group
Massachusetts
$747K +$396K +14,984 +113%
VKH
224
Virtu KCG Holdings
New York
$717K +$717K +27,137 New
Envestnet Asset Management
225
Envestnet Asset Management
Illinois
$709K +$442K +16,712 +165%
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