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H&R Block
HRB

Overview Fund Activity

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.79%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$244M
2
LCOV
2
London Company of Virginia
Virginia
$140M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$509M
4
SCM
4
Smead Capital Management
Arizona
$86.8M
5
AR
5
Advisory Research
Illinois
$74.1M

Top Sellers

1
AIG
1
American International Group
New York
$4.32M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$439M
3
Boston Partners
3
Boston Partners
Massachusetts
$98.1M
4
OC
4
Orange Capital
New York
$0
5
SG Americas Securities
5
SG Americas Securities
New York
$241K
Name Market Value Shares Shares
Change 		Shares
Change %
LTI
1
Laffer Tengler Investments
Tennessee
– – – –
Vanguard Group
2
Vanguard Group
Pennsylvania
$749M 22,473,518 -498,122 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$509M 15,290,168 +2,128,268 +16%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$439M 13,169,377 -3,802,424 -22%
State Street
5
State Street
Massachusetts
$338M 10,161,953 -1,157,473 -10%
First Manhattan
6
First Manhattan
New York
$257M 7,718,665 +41,951 +0.5%
Bank of America
7
Bank of America
North Carolina
$244M 7,329,754 +6,103,650 +498%
BG
8
BlackRock Group
United Kingdom
$216M 6,494,764 +119,189 +2%
BIT
9
BlackRock Institutional Trust
California
$213M 6,402,799 -731,855 -10%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$190M 5,708,865 -56,090 -1%
CGI
11
CI Global Investments
California
$160M 4,800,900 -275,957 -5%
LCOV
12
London Company of Virginia
Virginia
$140M 4,201,766 +3,328,670 +381%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$140M 4,195,012 -1,387,075 -25%
Northern Trust
14
Northern Trust
Illinois
$135M 4,067,076 -174,095 -4%
BFA
15
BlackRock Fund Advisors
California
$125M 3,758,779 -332,643 -8%
Artisan Partners
16
Artisan Partners
Wisconsin
$108M 3,247,935 -1,913,043 -37%
Boston Partners
17
Boston Partners
Massachusetts
$98.1M 2,945,935 -3,618,042 -55%
BA
18
BlackRock Advisors
Delaware
$94.1M 2,825,402 +72,238 +3%
SCM
19
Smead Capital Management
Arizona
$86.8M 3,166,065 +871,527 +38%
Norges Bank
20
Norges Bank
Norway
$74.9M 2,247,647 -384,340 -15%
AR
21
Advisory Research
Illinois
$74.1M 2,225,666 +680,012 +44%
Victory Capital Management
22
Victory Capital Management
Texas
$70.7M 2,121,546 -568,157 -21%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$62.2M 1,871,051 -265,446 -12%
Goldman Sachs
24
Goldman Sachs
New York
$61.8M 1,856,297 -821,846 -31%
CC
25
Cannell & Co
New York
$61.2M 1,823,400 +222,185 +14%
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