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H&R Block
HRB

Overview Fund Activity

394 hedge funds and large institutions have $7.15B invested in H&R Block in 2014 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 109 increasing their positions, 158 reducing their positions, and 48 closing their positions.

Holders
394
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
11.39%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.43%
New
59
Increased
109
Reduced
158
Closed
48
Calls
$131M
Puts
$56.3M
Net Calls
+$75.1M
Net Calls Change
+$50.6M

Top Buyers

1
SIG
1
Senator Investment Group
New York
$140M
2
TP
2
Third Point
New York
$106M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$181M
4
AR
4
Advisory Research
Illinois
$86.9M
5
NCA
5
Newbrook Capital Advisors
New York
$54.1M

Top Sellers

1
JHIU
1
Janus Henderson Investors US
Colorado
$75.4M
2
Invesco
2
Invesco
Georgia
$12.6M
3
PI
3
PGGM Investments
Netherlands
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$783M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$17.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$783M 25,925,437 -1,387,391 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$572M 18,934,363 -813,491 -4%
Viking Global Investors
3
Viking Global Investors
Connecticut
$515M 17,053,916 -516,863 -3%
State Street
4
State Street
Massachusetts
$324M 10,719,122 -648,566 -6%
Artisan Partners
5
Artisan Partners
Wisconsin
$301M 9,967,264 -11,605 -0.1%
AIG
6
American International Group
New York
$288M 9,549,380 +250,235 +3%
BIT
7
BlackRock Institutional Trust
California
$213M 7,051,009 +40,717 +0.6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$181M 5,997,178 +2,325,406 +63%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$172M 5,699,326 +27,526 +0.5%
HCM
10
Hoplite Capital Management
New York
$171M 5,675,064 -1,095,586 -16%
MCMC
11
Matrix Capital Management Company
New Hampshire
$169M 5,600,000 – –
SIG
12
Senator Investment Group
New York
$140M 4,650,000 +4,650,000 New
SC
13
Sculptor Capital
New York
$128M 4,240,920 -1,286,495 -23%
Northern Trust
14
Northern Trust
Illinois
$110M 3,631,276 -37,143 -1%
TP
15
Third Point
New York
$106M 3,500,000 +3,500,000 New
BFA
16
BlackRock Fund Advisors
California
$97.4M 3,226,517 +57,884 +2%
AR
17
Advisory Research
Illinois
$86.9M 2,879,069 +2,298,917 +396%
CC
18
Cannell & Co
New York
$81.6M 2,704,425 +63,060 +2%
Goldman Sachs
19
Goldman Sachs
New York
$76.1M 2,519,675 +1,361,409 +118%
JHIU
20
Janus Henderson Investors US
Colorado
$75.4M 2,499,113 -3,443,374 -58%
Norges Bank
21
Norges Bank
Norway
$62.1M 2,056,891 – –
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$61.1M 2,022,565 -594,160 -23%
NRC
23
North Run Capital
Massachusetts
$59.6M 1,975,000 +433,000 +28%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$59.3M 1,965,133 +24,930 +1%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$59M 1,955,022 -234,239 -11%
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