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H&R Block
HRB

Overview Fund Activity

437 hedge funds and large institutions have $8.16B invested in H&R Block in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 149 increasing their positions, 148 reducing their positions, and 48 closing their positions.

Holders
437
Holders Change
+13
Holders Change %
+3.07%
% of All Funds
11.66%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.48%
New
66
Increased
149
Reduced
148
Closed
48
Calls
$91.9M
Puts
$58.6M
Net Calls
+$33.3M
Net Calls Change
-$141M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$194M
2
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$388M
3
First Manhattan
3
First Manhattan
New York
$104M
4
CGI
4
CI Global Investments
California
$79.4M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$280M

Top Sellers

1
TP
1
Third Point
New York
$0
2
Viking Global Investors
2
Viking Global Investors
Connecticut
$0
3
WCMNY
3
Westchester Capital Management (New York)
New York
$0
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$86.5M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$20.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$833M 24,737,531 +7,171 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$769M 22,845,468 +1,007,688 +5%
State Street
3
State Street
Massachusetts
$412M 12,230,582 +710,656 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$388M 11,521,500 +4,125,400 +56%
AIG
5
American International Group
New York
$307M 9,125,854 -666,511 -7%
Artisan Partners
6
Artisan Partners
Wisconsin
$300M 8,906,364 -446,954 -5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$280M 8,319,859 +2,268,342 +37%
BIT
8
BlackRock Institutional Trust
California
$242M 7,188,063 -119,242 -2%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$198M 5,870,226 +17,455 +0.3%
Boston Partners
10
Boston Partners
Massachusetts
$194M 5,755,739 +5,755,739 New
Northern Trust
11
Northern Trust
Illinois
$145M 4,307,924 +709,052 +20%
Victory Capital Management
12
Victory Capital Management
Texas
$135M 4,020,605 +708,689 +21%
BFA
13
BlackRock Fund Advisors
California
$125M 3,723,913 +348,921 +10%
HCM
14
Hoplite Capital Management
New York
$123M 3,658,459 – –
MCMC
15
Matrix Capital Management Company
New Hampshire
$121M 3,600,000 – –
SIG
16
Senator Investment Group
New York
$118M 3,500,000 +750,000 +27%
AR
17
Advisory Research
Illinois
$104M 3,082,272 -170,396 -5%
First Manhattan
18
First Manhattan
New York
$104M 3,074,246 +2,701,546 +725%
OC
19
Orange Capital
New York
$101M 2,995,266 -95,591 -3%
American Century Companies
20
American Century Companies
Missouri
$86.9M 2,579,144 +488,431 +23%
CC
21
Cannell & Co
New York
$86.7M 2,574,775 -46,340 -2%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$86.5M 2,569,102 -1,459,025 -36%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$84.6M 2,512,901 +304,978 +14%
Norges Bank
24
Norges Bank
Norway
$82.4M 2,446,631 +177,084 +8%
CCM
25
Cantillon Capital Management
New York
$80.2M 2,379,789 +19,080 +0.8%
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