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H&R Block
HRB

Overview Fund Activity

428 hedge funds and large institutions have $5.33B invested in H&R Block in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 146 reducing their positions, and 68 closing their positions.

Holders
428
Holders Change
-21
Holders Change %
-4.68%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-81.82%
% of All Funds
0.05%
New
52
Increased
166
Reduced
146
Closed
68
Calls
$43.5M
Puts
$19.8M
Net Calls
+$23.7M
Net Calls Change
-$939K

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
1
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$491M
2
Bank of America
2
Bank of America
North Carolina
$271M
3
VNIM
3
Vaughan Nelson Investment Management
Texas
$51.3M
4
WHG
4
Westwood Holdings Group
Texas
$52.8M
5
TSW
5
Thompson Siegel & Walmsley
Virginia
$59.3M

Top Sellers

1
CGI
1
CI Global Investments
California
$46.9M
2
Boston Partners
2
Boston Partners
Massachusetts
$36.2M
3
American Century Companies
3
American Century Companies
Missouri
$0
4
GT
4
Glenmede Trust
Pennsylvania
$1.92M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$567M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$567M 21,468,302 -1,005,216 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
2
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$491M 18,574,983 +3,284,815 +21%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$336M 12,711,973 -457,404 -3%
Bank of America
4
Bank of America
North Carolina
$271M 10,247,280 +2,917,526 +40%
State Street
5
State Street
Massachusetts
$266M 10,076,818 -85,135 -0.8%
First Manhattan
6
First Manhattan
New York
$206M 7,790,366 +71,701 +0.9%
BG
7
BlackRock Group
United Kingdom
$192M 7,249,294 +754,530 +12%
BIT
8
BlackRock Institutional Trust
California
$166M 6,293,400 -109,399 -2%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$151M 5,728,877 +20,012 +0.4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$130M 4,907,292 +712,280 +17%
LCOV
11
London Company of Virginia
Virginia
$127M 4,803,762 +601,996 +14%
Northern Trust
12
Northern Trust
Illinois
$114M 4,197,631 +130,555 +3%
BFA
13
BlackRock Fund Advisors
California
$97.3M 3,683,906 -74,873 -2%
Artisan Partners
14
Artisan Partners
Wisconsin
$94.7M 3,582,955 +335,020 +10%
BA
15
BlackRock Advisors
Delaware
$92.2M 3,490,371 +664,969 +24%
SCM
16
Smead Capital Management
Arizona
$74.9M 2,834,174 -331,891 -10%
Norges Bank
17
Norges Bank
Norway
$59.4M 2,247,647 – –
TSW
18
Thompson Siegel & Walmsley
Virginia
$59.3M 2,245,225 +974,751 +77%
BIM
19
BlackRock Investment Management
Delaware
$59.2M 2,242,370 +420,787 +23%
WHG
20
Westwood Holdings Group
Texas
$52.8M 2,000,111 +1,643,568 +461%
VNIM
21
Vaughan Nelson Investment Management
Texas
$51.3M 1,939,950 +1,939,950 New
Victory Capital Management
22
Victory Capital Management
Texas
$47.7M 1,806,489 -315,057 -15%
CGI
23
CI Global Investments
California
$46.9M 1,777,000 -3,023,900 -63%
Fidelity International
24
Fidelity International
Bermuda
$45.1M 1,707,548 -5,678 -0.3%
BlackRock
25
BlackRock
New York
$44.3M 1,677,445 +207,269 +14%
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