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H&R Block
HRB

Overview Fund Activity

384 hedge funds and large institutions have $6.36B invested in H&R Block in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 37 closing their positions.

Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
12.46%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.49%
New
49
Increased
148
Reduced
135
Closed
37
Calls
$142M
Puts
$81.4M
Net Calls
+$60.4M
Net Calls Change
-$23.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$729M
2
State Street
2
State Street
Massachusetts
$353M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$70M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$507M
5
Ameriprise
5
Ameriprise
Minnesota
$42.9M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$433M
2
LPC
2
Lone Pine Capital
Connecticut
$61.4M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$92.2M
4
PC
4
PointState Capital
New York
$17.6M
5
AA
5
Antipodean Advisors
New York
$67.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$729M 27,348,567 +6,523,906 +31%
Vanguard Group
2
Vanguard Group
Pennsylvania
$507M 19,001,800 +1,514,314 +9%
Viking Global Investors
3
Viking Global Investors
Connecticut
$433M 16,229,237 -5,766,128 -26%
State Street
4
State Street
Massachusetts
$353M 13,257,406 +1,755,378 +15%
Artisan Partners
5
Artisan Partners
Wisconsin
$254M 9,514,442 -451,427 -5%
HCM
6
Hoplite Capital Management
New York
$222M 8,337,652 +1,292,686 +18%
AIG
7
American International Group
New York
$195M 7,326,039 +11,231 +0.2%
BIT
8
BlackRock Institutional Trust
California
$188M 7,058,940 -94,046 -1%
JHIU
9
Janus Henderson Investors US
Colorado
$188M 7,047,808 +1,285,332 +22%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$150M 5,625,500 +75,779 +1%
MCMC
11
Matrix Capital Management Company
New Hampshire
$149M 5,600,000 +600,000 +12%
SC
12
Sculptor Capital
New York
$101M 3,798,711 +886,217 +30%
Northern Trust
13
Northern Trust
Illinois
$98.4M 3,689,819 -338,357 -8%
SCA
14
Southpoint Capital Advisors
New York
$93.3M 3,500,000 +500,000 +17%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$92.2M 3,459,318 -1,847,194 -35%
BFA
16
BlackRock Fund Advisors
California
$80.7M 3,025,876 +71,295 +2%
Renaissance Technologies
17
Renaissance Technologies
New York
$70M 2,626,700 +984,400 +60%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$70M 2,624,470 +1,633,684 +165%
Invesco
19
Invesco
Georgia
$69.5M 2,608,431 +8,510 +0.3%
AA
20
Antipodean Advisors
New York
$67.6M 2,535,000 -1,599,127 -39%
CC
21
Cannell & Co
New York
$66.4M 2,491,360 +575,079 +30%
LPC
22
Lone Pine Capital
Connecticut
$61.4M 2,303,844 -5,332,200 -70%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$60.6M 2,274,579 +394,877 +21%
Deutsche Bank
24
Deutsche Bank
Germany
$59.8M 2,241,568 +161,320 +8%
Norges Bank
25
Norges Bank
Norway
$58.9M 2,208,636 -45,186 -2%
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