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H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.89B invested in H&R Block in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 140 increasing their positions, 146 reducing their positions, and 37 closing their positions.

Holders
424
Holders Change
+30
Holders Change %
+7.61%
% of All Funds
12.19%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.43%
New
70
Increased
140
Reduced
146
Closed
37
Calls
$226M
Puts
$48.7M
Net Calls
+$177M
Net Calls Change
+$102M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$165M
2
Morgan Stanley
2
Morgan Stanley
New York
$157M
3
CCM
3
Cantillon Capital Management
New York
$80.1M
4
Norges Bank
4
Norges Bank
Norway
$140M
5
Victory Capital Management
5
Victory Capital Management
Texas
$67.2M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$200M
2
SC
2
Sculptor Capital
New York
$8.38M
3
JHIU
3
Janus Henderson Investors US
Colorado
$12.7M
4
HCM
4
Hoplite Capital Management
New York
$123M
5
MCMC
5
Matrix Capital Management Company
New Hampshire
$121M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$826M 24,654,746 -1,270,691 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$658M 19,637,916 +703,553 +4%
State Street
3
State Street
Massachusetts
$359M 10,699,218 -19,904 -0.2%
AIG
4
American International Group
New York
$333M 9,935,361 +385,981 +4%
Artisan Partners
5
Artisan Partners
Wisconsin
$325M 9,685,749 -281,515 -3%
BIT
6
BlackRock Institutional Trust
California
$264M 7,875,608 +824,599 +12%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$203M 6,064,889 +67,711 +1%
Viking Global Investors
8
Viking Global Investors
Connecticut
$200M 6,133,995 -10,919,921 -64%
SIG
9
Senator Investment Group
New York
$199M 5,925,000 +1,275,000 +27%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$193M 5,743,887 +44,561 +0.8%
Caisse de Depot et Placement du Quebec (CDPQ)
11
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$165M 4,913,100 +4,661,700 +1,854%
Morgan Stanley
12
Morgan Stanley
New York
$157M 4,681,835 +3,314,306 +242%
TP
13
Third Point
New York
$144M 4,300,000 +800,000 +23%
Norges Bank
14
Norges Bank
Norway
$140M 4,185,364 +2,128,473 +103%
HCM
15
Hoplite Capital Management
New York
$123M 3,658,459 -2,016,605 -36%
Northern Trust
16
Northern Trust
Illinois
$121M 3,602,028 -29,248 -0.8%
MCMC
17
Matrix Capital Management Company
New Hampshire
$121M 3,600,000 -2,000,000 -36%
AR
18
Advisory Research
Illinois
$112M 3,342,524 +463,455 +16%
BFA
19
BlackRock Fund Advisors
California
$112M 3,334,382 +107,865 +3%
OC
20
Orange Capital
New York
$96.8M 2,887,300 +1,614,000 +127%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$90.8M 2,709,386 +686,821 +34%
CC
22
Cannell & Co
New York
$88.9M 2,653,425 -51,000 -2%
CCM
23
Cantillon Capital Management
New York
$80.1M 2,390,709 +2,390,709 New
NRC
24
North Run Capital
Massachusetts
$72.9M 2,175,000 +200,000 +10%
Goldman Sachs
25
Goldman Sachs
New York
$71M 2,117,570 -402,105 -16%
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