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H&R Block
HRB

Overview Fund Activity

464 hedge funds and large institutions have $10.8B invested in H&R Block in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 53 closing their positions.

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
12.97%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.53%
New
75
Increased
156
Reduced
161
Closed
53
Calls
$366M
Puts
$214M
Net Calls
+$152M
Net Calls Change
-$77.4M

Top Buyers

1
SC
1
Samlyn Capital
New York
$107M
2
Citigroup
2
Citigroup
New York
$97.8M
3
CS
3
Credit Suisse
Switzerland
$99.3M
4
FIM
4
Freedom Investment Management
Connecticut
$73.7M
5
SG Americas Securities
5
SG Americas Securities
New York
$61.7M

Top Sellers

1
MCMC
1
Matrix Capital Management Company
New Hampshire
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$187M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$202M
4
CGI
4
CI Global Investments
California
$184M
5
ECP
5
Empyrean Capital Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LTI
1
Laffer Tengler Investments
Tennessee
– – -50,320 Closed
Vanguard Group
2
Vanguard Group
Pennsylvania
$832M 22,971,640 -798,710 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$614M 16,971,801 +1,361,350 +9%
Caisse de Depot et Placement du Quebec (CDPQ)
4
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$476M 13,161,900 +1,236,100 +10%
State Street
5
State Street
Massachusetts
$410M 11,319,426 +23,590 +0.2%
AIG
6
American International Group
New York
$341M 9,414,835 +37,565 +0.4%
First Manhattan
7
First Manhattan
New York
$278M 7,676,714 +257,146 +3%
BIT
8
BlackRock Institutional Trust
California
$258M 7,134,654 -41,117 -0.6%
Boston Partners
9
Boston Partners
Massachusetts
$238M 6,563,977 -298,888 -4%
BG
10
BlackRock Group
United Kingdom
$231M 6,375,575 +1,288,764 +25%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$209M 5,764,955 -83,375 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$202M 5,582,087 -1,780,980 -24%
Artisan Partners
13
Artisan Partners
Wisconsin
$187M 5,160,978 -2,100,336 -29%
CGI
14
CI Global Investments
California
$184M 5,076,857 -1,367,943 -21%
Northern Trust
15
Northern Trust
Illinois
$154M 4,241,171 -69,715 -2%
BFA
16
BlackRock Fund Advisors
California
$148M 4,091,422 +88,230 +2%
SC
17
Samlyn Capital
New York
$107M 2,962,750 +2,962,750 New
OC
18
Orange Capital
New York
$105M 2,912,422 +1,089,245 +60%
Morgan Stanley
19
Morgan Stanley
New York
$105M 2,903,234 -399,598 -12%
BA
20
BlackRock Advisors
Delaware
$99.7M 2,753,164 +1,030,983 +60%
CS
21
Credit Suisse
Switzerland
$99.3M 2,743,965 +2,275,573 +486%
Citigroup
22
Citigroup
New York
$97.8M 2,701,939 +2,558,156 +1,779%
Victory Capital Management
23
Victory Capital Management
Texas
$97.4M 2,689,703 -689,007 -20%
Goldman Sachs
24
Goldman Sachs
New York
$96.9M 2,678,143 -42,428 -2%
Norges Bank
25
Norges Bank
Norway
$95.3M 2,631,987 – –
1
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