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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $6.78B invested in H&R Block in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 172 reducing their positions, and 41 closing their positions.

Holders
391
Holders Change
+7
Holders Change %
+1.82%
% of All Funds
11.36%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
50
Increased
107
Reduced
172
Closed
41
Calls
$120M
Puts
$95.3M
Net Calls
+$24.5M
Net Calls Change
-$35.9M

Top Buyers

1
AIG
1
American International Group
New York
$270M
2
SC
2
Sculptor Capital
New York
$161M
3
NRC
3
North Run Capital
Massachusetts
$44.8M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$510M
5
FA
5
Friess Associates
Delaware
$29.2M

Top Sellers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$9.49M
2
LPC
2
Lone Pine Capital
Connecticut
$0
3
SCA
3
Southpoint Capital Advisors
New York
$43.6M
4
State Street
4
State Street
Massachusetts
$330M
5
HCM
5
Hoplite Capital Management
New York
$197M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$793M 27,312,828 -35,739 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$573M 19,747,854 +746,054 +4%
Viking Global Investors
3
Viking Global Investors
Connecticut
$510M 17,570,779 +1,341,542 +8%
State Street
4
State Street
Massachusetts
$330M 11,367,688 -1,889,718 -14%
Artisan Partners
5
Artisan Partners
Wisconsin
$290M 9,978,869 +464,427 +5%
AIG
6
American International Group
New York
$270M 9,299,145 +1,973,106 +27%
BIT
7
BlackRock Institutional Trust
California
$204M 7,010,292 -48,648 -0.7%
HCM
8
Hoplite Capital Management
New York
$197M 6,770,650 -1,567,002 -19%
JHIU
9
Janus Henderson Investors US
Colorado
$173M 5,942,487 -1,105,321 -16%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$165M 5,671,800 +46,300 +0.8%
MCMC
11
Matrix Capital Management Company
New Hampshire
$163M 5,600,000 – –
SC
12
Sculptor Capital
New York
$161M 5,527,415 +1,728,704 +46%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$107M 3,671,772 +212,454 +6%
Northern Trust
14
Northern Trust
Illinois
$107M 3,668,419 -21,400 -0.6%
BFA
15
BlackRock Fund Advisors
California
$92M 3,168,633 +142,757 +5%
CC
16
Cannell & Co
New York
$76.7M 2,641,365 +150,005 +6%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$76M 2,616,725 -7,745 -0.3%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$63.6M 2,189,261 -85,318 -4%
Norges Bank
19
Norges Bank
Norway
$59.7M 2,056,891 -151,745 -7%
Invesco
20
Invesco
Georgia
$59.1M 2,033,592 -574,839 -22%
AA
21
Antipodean Advisors
New York
$57.5M 1,980,200 -554,800 -22%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$56.3M 1,940,203 +59,195 +3%
AQR Capital Management
23
AQR Capital Management
Connecticut
$55.9M 1,925,177 +543,500 +39%
BG
24
BlackRock Group
United Kingdom
$55.4M 1,905,970 -55,781 -3%
TCIM
25
TIAA CREF Investment Management
New York
$47.8M 1,644,849 +454,935 +38%
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