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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.79B invested in H&R Block in 2015 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 168 increasing their positions, 157 reducing their positions, and 48 closing their positions.

Holders
444
Holders Change
+7
Holders Change %
+1.6%
% of All Funds
11.84%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.35%
New
58
Increased
168
Reduced
157
Closed
48
Calls
$228M
Puts
$48.2M
Net Calls
+$180M
Net Calls Change
+$146M

Top Buyers

1
First Manhattan
1
First Manhattan
New York
$208M
2
BG
2
BlackRock Group
United Kingdom
$158M
3
CGI
3
CI Global Investments
California
$155M
4
BA
4
BlackRock Advisors
Delaware
$62.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$772M

Top Sellers

1
HCM
1
Hoplite Capital Management
New York
$0
2
CCM
2
Cantillon Capital Management
New York
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$199M
4
NRC
4
North Run Capital
Massachusetts
$0
5
AR
5
Advisory Research
Illinois
$59.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$794M 24,744,471 +6,940 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$772M 24,071,403 +1,225,935 +5%
State Street
3
State Street
Massachusetts
$380M 11,855,036 -375,546 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$362M 11,276,800 -244,700 -2%
AIG
5
American International Group
New York
$298M 9,276,834 +150,980 +2%
Artisan Partners
6
Artisan Partners
Wisconsin
$259M 8,086,699 -819,665 -9%
BIT
7
BlackRock Institutional Trust
California
$234M 7,306,602 +118,539 +2%
First Manhattan
8
First Manhattan
New York
$208M 6,484,952 +3,410,706 +111%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$199M 6,193,663 -2,126,196 -26%
Boston Partners
10
Boston Partners
Massachusetts
$190M 5,938,403 +182,664 +3%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$190M 5,916,760 +46,534 +0.8%
BG
12
BlackRock Group
United Kingdom
$158M 4,918,997 +2,837,608 +136%
CGI
13
CI Global Investments
California
$155M 4,829,000 +2,472,700 +105%
Northern Trust
14
Northern Trust
Illinois
$135M 4,222,854 -85,070 -2%
Victory Capital Management
15
Victory Capital Management
Texas
$131M 4,080,590 +59,985 +1%
BFA
16
BlackRock Fund Advisors
California
$125M 3,883,432 +159,519 +4%
MCMC
17
Matrix Capital Management Company
New Hampshire
$115M 3,600,000 – –
SIG
18
Senator Investment Group
New York
$112M 3,500,000 – –
OC
19
Orange Capital
New York
$90.2M 2,811,306 -183,960 -6%
CC
20
Cannell & Co
New York
$89.7M 2,795,494 +220,719 +9%
American Century Companies
21
American Century Companies
Missouri
$89.5M 2,790,302 +211,158 +8%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$82.8M 2,582,238 +69,337 +3%
Norges Bank
23
Norges Bank
Norway
$81.4M 2,537,509 +90,878 +4%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$71.4M 2,229,478 +36,552 +2%
Morgan Stanley
25
Morgan Stanley
New York
$69.7M 2,172,747 +958,257 +79%
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