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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 %
MNBTD
251
Moody National Bank Trust Division
Texas
$819K -$6.04K -200 -0.7%
SA
252
Steadfast Advisors
New York
$817K -$476K -15,769 -37%
WT
253
Wilmington Trust
Delaware
$815K
Schroder Investment Management Group
254
Schroder Investment Management Group
United Kingdom
$806K -$5.53M -183,100 -87%
AAM
255
Aberdeen Asset Management
United Kingdom
$790K
OIA
256
Optimum Investment Advisors
Illinois
$763K -$60.4K -2,000 -7%
HighTower Advisors
257
HighTower Advisors
Illinois
$752K +$49K +1,623 +7%
LWM
258
Lyons Wealth Management
Florida
$752K +$186K +6,130 +33%
GCP
259
GSA Capital Partners
United Kingdom
$736K +$736K +24,371 New
SAM
260
Securian Asset Management
Minnesota
$734K +$2.87K +95 +0.4%
HPC
261
HM Payson & Co
Maine
$714K -$150K -4,975 -17%
CNB
262
City National Bank
California
$701K -$13.2K -438 -2%
WBC
263
Westpac Banking Corp
Australia
$697K -$9.04M -299,400 -93%
ERSOT
264
Employees Retirement System of Texas
Texas
$694K -$302K -10,000 -30%
Jane Street
265
Jane Street
New York
$694K +$694K +22,996 New
KRS
266
Kentucky Retirement Systems
Kentucky
$686K +$5.1K +169 +0.7%
PAG
267
Private Advisor Group
New Jersey
$677K +$677K +22,424 New
LSERS
268
Louisiana State Employees Retirement System
Louisiana
$655K -$9.06K -300 -1%
CAM
269
Capstone Asset Management
Texas
$629K -$91.4K -3,030 -13%
Zurich Cantonal Bank
270
Zurich Cantonal Bank
Switzerland
$606K +$112K +3,715 +23%
TH
271
Timber Hill
Connecticut
$604K -$27.6K -913 -4%
RC
272
RBF Capital
California
$604K
Nuveen Asset Management
273
Nuveen Asset Management
Illinois
$603K -$10.1K -334 -2%
FCAM
274
F&C Asset Management
United Kingdom
$592K +$13K +431 +2%
AAF
275
Andra AP-fonden
Sweden
$583K -$7.82M -259,000 -93%