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H&R Block

384 hedge funds and large institutions have $6.36B invested in H&R Block in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
12.46%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.49%
New
49
Increased
148
Reduced
135
Closed
37
Calls
$142M
Puts
$81.4M
Net Calls
+$60.4M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
251
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$792K -$69.8K -2,621 -8%
TMAM
252
Tokio Marine Asset Management
Japan
$790K -$19.3K -723 -2%
GIA
253
Gateway Investment Advisers
Ohio
$788K +$40.6K +1,522 +5%
HPC
254
HM Payson & Co
Maine
$777K -$393K -14,725 -34%
MOACM
255
Mutual of America Capital Management
New York
$777K +$30.3K +1,136 +4%
WT
256
Wilmington Trust
Delaware
$744K -$9.2K -345 -1%
Wellington Management Group
257
Wellington Management Group
Massachusetts
$735K -$229K -8,592 -24%
William Blair & Company
258
William Blair & Company
Illinois
$733K +$185K +6,925 +34%
OIA
259
Optimum Investment Advisors
Illinois
$733K +$733K +27,512 New
MNBTD
260
Moody National Bank Trust Division
Texas
$732K -$21.3K -800 -3%
SC
261
Scotia Capital
Ontario, Canada
$716K +$158K +5,938 +28%
AAM
262
Aston Asset Management
Illinois
$708K -$463K -17,253 -40%
VAM
263
Visionary Asset Management
Texas
$703K +$703K +24,980 New
AAM
264
Aberdeen Asset Management
United Kingdom
$697K -$21.3K -800 -3%
CM
265
Castleark Management
Illinois
$665K +$665K +21,440 New
NG
266
NatWest Group
United Kingdom
$663K -$1.13M -42,166 -63%
SAM
267
Securian Asset Management
Minnesota
$651K +$13.6K +512 +2%
CNB
268
City National Bank
California
$631K -$570K -21,361 -47%
HighTower Advisors
269
HighTower Advisors
Illinois
$630K +$630K +23,628 New
KRS
270
Kentucky Retirement Systems
Kentucky
$606K +$606K +22,748 New
BKBG
271
BHF Kleinwort Benson Group
Belgium
$574K +$574K +21,545 New
V
272
Veritable
Delaware
$562K +$137K +5,150 +32%
PAM
273
Panagora Asset Management
Massachusetts
$551K -$5.44K -204 -1%
SIM
274
Sentry Investment Management
Wisconsin
$547K +$66.7K +2,500 +14%
IPRC
275
Indices-Pac Research Corporation
New Jersey
$539K -$190K -7,130 -26%