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H&R Block

394 hedge funds and large institutions have $7.15B invested in H&R Block in 2014 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 109 increasing their positions, 158 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
+3
Holders Change %
+0.77%
% of All Funds
11.39%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.43%
New
59
Increased
109
Reduced
158
Closed
48
Calls
$131M
Puts
$56.3M
Net Calls
+$75.1M
Net Calls Change
+$50.6M
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
226
William Blair & Company
Illinois
$1.26M -$31.7K -1,050 -2%
CBOA
227
Commonwealth Bank of Australia
Australia
$1.26M -$220K -7,300 -15%
ACM
228
Azimuth Capital Management
Michigan
$1.25M -$75.5K -2,500 -6%
SFP
229
Santa Fe Partners
New Mexico
$1.24M -$1.92M -63,585 -61%
LS
230
Livforsakringsbolaget Skandia
Sweden
$1.19M +$1.19M +39,283 New
SB
231
Suntrust Banks
Georgia
$1.17M +$58.9K +1,952 +5%
Federated Hermes
232
Federated Hermes
Pennsylvania
$1.13M -$336K -11,126 -23%
WAM
233
World Asset Management
Michigan
$1.13M -$152K -5,050 -12%
Janney Montgomery Scott
234
Janney Montgomery Scott
Pennsylvania
$1.11M -$11K -365 -1%
RJA
235
Raymond James & Associates
Florida
$1.09M -$55.9K -1,852 -5%
NMERB
236
New Mexico Educational Retirement Board
New Mexico
$1.08M +$1.08M +35,740 New
1IC
237
1919 Investment Counsel
Maryland
$1.07M -$29.5K -977 -3%
SC
238
Scotia Capital
Ontario, Canada
$1.01M +$111K +3,668 +12%
Nomura Asset Management
239
Nomura Asset Management
Japan
$995K -$93.6K -3,100 -9%
ANRIA
240
American National Registered Investment Advisor
Texas
$930K -$6.04K -200 -0.6%
Asset Management One
241
Asset Management One
Japan
$918K -$212K -6,999 -19%
ACP
242
Ashfield Capital Partners
California
$906K
WPC
243
White Pine Capital
Minnesota
$897K +$897K +29,700 New
MOACM
244
Mutual of America Capital Management
New York
$891K -$5.26K -174 -0.6%
PAM
245
Princeton Alpha Management
New Jersey
$869K +$869K +28,785 New
PG
246
PEAK6 Group
Illinois
$868K +$868K +28,764 New
GIA
247
Gateway Investment Advisers
Ohio
$859K -$19K -630 -2%
SMDAM
248
Sumitomo Mitsui DS Asset Management
Japan
$835K -$127K -4,218 -13%
TMAM
249
Tokio Marine Asset Management
Japan
$827K -$39.3K -1,300 -5%
LCM
250
LionEye Capital Management
New York
$825K +$825K +27,336 New