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H&R Block
HRB

Overview Fund Activity

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 closing their positions.

Holders
444
Holders Change
–
Holders Change %
0%
% of All Funds
11.97%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.22%
New
64
Increased
169
Reduced
140
Closed
59
Calls
$318M
Puts
$88.7M
Net Calls
+$229M
Net Calls Change
+$49.6M

Top Buyers

1
ECP
1
Empyrean Capital Partners
California
$48.9M
2
CGI
2
CI Global Investments
California
$191M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$48.6M
4
EA
4
Euclid Advisors
Connecticut
$41.1M
5
Millennium Management
5
Millennium Management
New York
$37.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$463M
2
SIG
2
Senator Investment Group
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$37.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$13M
5
DC
5
Davenport & Co
Virginia
$589K
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$705M 23,770,350 -301,053 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$463M 15,610,451 -9,134,020 -37%
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$354M 11,925,800 +649,000 +6%
State Street
4
State Street
Massachusetts
$335M 11,295,836 -559,200 -5%
AIG
5
American International Group
New York
$278M 9,377,270 +100,436 +1%
First Manhattan
6
First Manhattan
New York
$220M 7,419,568 +934,616 +14%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$218M 7,363,067 +1,169,404 +19%
Artisan Partners
8
Artisan Partners
Wisconsin
$215M 7,261,314 -825,385 -10%
BIT
9
BlackRock Institutional Trust
California
$213M 7,175,771 -130,831 -2%
Boston Partners
10
Boston Partners
Massachusetts
$203M 6,862,865 +924,462 +16%
CGI
11
CI Global Investments
California
$191M 6,444,800 +1,615,800 +33%
First Eagle Investment Management
12
First Eagle Investment Management
New York
$173M 5,848,330 -68,430 -1%
BG
13
BlackRock Group
United Kingdom
$151M 5,086,811 +167,814 +3%
Northern Trust
14
Northern Trust
Illinois
$128M 4,310,886 +88,032 +2%
BFA
15
BlackRock Fund Advisors
California
$119M 4,003,192 +119,760 +3%
MCMC
16
Matrix Capital Management Company
New Hampshire
$107M 3,600,000 – –
Victory Capital Management
17
Victory Capital Management
Texas
$100M 3,378,710 -701,880 -17%
Morgan Stanley
18
Morgan Stanley
New York
$97.9M 3,302,832 +1,130,085 +52%
CC
19
Cannell & Co
New York
$80.7M 2,721,424 -74,070 -3%
Goldman Sachs
20
Goldman Sachs
New York
$80.7M 2,720,571 +1,023,400 +60%
Norges Bank
21
Norges Bank
Norway
$78M 2,631,987 +94,478 +4%
American Century Companies
22
American Century Companies
Missouri
$71.7M 2,419,873 -370,429 -13%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$62.6M 2,115,679 -113,799 -5%
TSW
24
Thompson Siegel & Walmsley
Virginia
$55.6M 1,874,950 +72,947 +4%
OC
25
Orange Capital
New York
$54.1M 1,823,177 -988,129 -35%
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