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H&R Block
HRB

Overview Fund Activity

376 hedge funds and large institutions have $6.49B invested in H&R Block in 2013 Q2 according to their latest regulatory filings, with 376 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
376
Holders Change
+376
Holders Change %
–
% of All Funds
12.28%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
%
% of All Funds
0.56%
New
376
Increased
–
Reduced
–
Closed
–
Calls
$162M
Puts
$78.5M
Net Calls
+$84M
Net Calls Change
+$84M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
BWAM
276
Boyd Watterson Asset Management
Ohio
$416K +$416K +15,000 New
Commonwealth Equity Services
277
Commonwealth Equity Services
Massachusetts
$408K +$408K +14,703 New
VAM
278
Visium Asset Management
New York
$404K +$404K +14,540 New
CIBC World Market
279
CIBC World Market
Ontario, Canada
$403K +$403K +14,517 New
GCT
280
Galaxy Capital Trading
British Virgin Islands
$402K +$402K +14,500 New
Zurich Cantonal Bank
281
Zurich Cantonal Bank
Switzerland
$382K +$382K +13,748 New
CCM
282
Covington Capital Management
California
$372K +$372K +13,400 New
LIC
283
Lodestar Investment Counsel
Illinois
$366K +$366K +13,200 New
WTNA
284
Wilmington Trust National Association
Delaware
$361K +$361K +12,994 New
LMGAM
285
Liberty Mutual Group Asset Management
Massachusetts
$360K +$360K +12,966 New
PCM
286
Parsons Capital Management
Rhode Island
$346K +$346K +12,450 New
Cambridge Investment Research Advisors
287
Cambridge Investment Research Advisors
Iowa
$338K +$338K +12,176 New
TAM
288
Tocqueville Asset Management
New York
$336K +$336K +12,094 New
GT
289
Glenmede Trust
Pennsylvania
$332K +$332K +12,000 New
DnB Asset Management
290
DnB Asset Management
Norway
$329K +$329K +11,866 New
TRCT
291
Tower Research Capital (TRC)
New York
$328K +$328K +11,805 New
WAM
292
Wolverine Asset Management
Illinois
$308K +$308K +11,100 New
HFS
293
HL Financial Services
Kentucky
$306K +$306K +11,025 New
SM
294
Stratton Management
Pennsylvania
$301K +$301K +10,850 New
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$299K +$299K +10,773 New
BAM
296
Burnham Asset Management
New York
$290K +$290K +10,450 New
HA
297
Halsey Associates
Connecticut
$280K +$280K +10,106 New
VFS
298
VSR Financial Services
Kansas
$276K +$276K +9,937 New
Verition Fund Management
299
Verition Fund Management
Connecticut
$276K +$276K +9,942 New
PA
300
Profund Advisors
Maryland
$273K +$273K +9,825 New
10 11
12
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