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H&R Block
HRB

Overview Fund Activity

424 hedge funds and large institutions have $7.28B invested in H&R Block in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 143 reducing their positions, and 43 closing their positions.

Holders
424
Holders Change
–
Holders Change %
0%
% of All Funds
12.31%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.44%
New
48
Increased
160
Reduced
143
Closed
43
Calls
$336M
Puts
$161M
Net Calls
+$174M
Net Calls Change
-$3.01M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$677M
3
American Century Companies
3
American Century Companies
Missouri
$64.8M
4
WCMNY
4
Westchester Capital Management (New York)
New York
$53.6M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$125M

Top Sellers

1
SIG
1
Senator Investment Group
New York
$85.3M
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$96.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$79.9M
4
Norges Bank
4
Norges Bank
Norway
$70.4M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$767M 24,730,360 +75,614 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$677M 21,837,780 +2,199,864 +11%
State Street
3
State Street
Massachusetts
$357M 11,519,926 +820,708 +8%
AIG
4
American International Group
New York
$304M 9,792,365 -142,996 -1%
Artisan Partners
5
Artisan Partners
Wisconsin
$290M 9,353,318 -332,431 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
6
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$229M 7,396,100 +2,483,000 +51%
BIT
7
BlackRock Institutional Trust
California
$227M 7,307,305 -568,303 -7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$188M 6,051,517 -13,372 -0.2%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$181M 5,852,771 +108,884 +2%
TP
10
Third Point
New York
$138M 4,448,000 +148,000 +3%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$125M 4,028,127 +1,318,741 +49%
HCM
12
Hoplite Capital Management
New York
$113M 3,658,459 – –
MCMC
13
Matrix Capital Management Company
New Hampshire
$112M 3,600,000 – –
Northern Trust
14
Northern Trust
Illinois
$112M 3,598,872 -3,156 -0.1%
BFA
15
BlackRock Fund Advisors
California
$105M 3,374,992 +40,610 +1%
Victory Capital Management
16
Victory Capital Management
Texas
$103M 3,311,916 +1,294,286 +64%
AR
17
Advisory Research
Illinois
$101M 3,252,668 -89,856 -3%
Viking Global Investors
18
Viking Global Investors
Connecticut
$96.9M 3,124,772 -3,009,223 -49%
OC
19
Orange Capital
New York
$95.8M 3,090,857 +203,557 +7%
SIG
20
Senator Investment Group
New York
$85.3M 2,750,000 -3,175,000 -54%
CC
21
Cannell & Co
New York
$81.3M 2,621,115 -32,310 -1%
Morgan Stanley
22
Morgan Stanley
New York
$79.9M 2,577,667 -2,104,168 -45%
CCM
23
Cantillon Capital Management
New York
$73.2M 2,360,709 -30,000 -1%
Norges Bank
24
Norges Bank
Norway
$70.4M 2,269,547 -1,915,817 -46%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$68.5M 2,207,923 +247,740 +13%
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