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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 %
RC
276
RBF Capital
California
$533K
Nordea Investment Management
277
Nordea Investment Management
Sweden
$516K
TRCT
278
Tower Research Capital (TRC)
New York
$504K +$189K +7,085 +60%
KeyBank National Association
279
KeyBank National Association
Ohio
$503K -$158K -5,928 -24%
NIM
280
NuWave Investment Management
New Jersey
$501K +$498K +18,696 +16,545%
QI
281
Quotient Investors
New York
$496K +$496K +18,600 New
Two Sigma Advisers
282
Two Sigma Advisers
New York
$495K -$818K -30,700 -62%
GLA
283
Great Lakes Advisors
Illinois
$480K
NSEDCP
284
NJ State Employees Deferred Compensation Plan
New Jersey
$480K
FCAM
285
F&C Asset Management
United Kingdom
$477K -$849K -31,826 -64%
MAM
286
Meeder Asset Management
Ohio
$455K +$1.6K +60 +0.4%
BF
287
BOK Financial
Oklahoma
$443K +$443K +16,590 New
LMGAM
288
Liberty Mutual Group Asset Management
Massachusetts
$440K +$94.4K +3,544 +27%
Zurich Cantonal Bank
289
Zurich Cantonal Bank
Switzerland
$415K +$48.9K +1,837 +13%
Axa
290
Axa
France
$402K +$1.97K +74 +0.5%
OPTFSNA
291
Old Point Trust & Financial Services N A
Virginia
$400K
CII
292
CR Intrinsic Investors
Connecticut
$400K +$400K +15,000 New
GH
293
GAM Holding
Switzerland
$395K +$395K +14,800 New
DTL
294
Dynamic Technology Lab
Singapore
$377K +$164K +6,142 +77%
Cambridge Investment Research Advisors
295
Cambridge Investment Research Advisors
Iowa
$370K +$45.1K +1,690 +14%
CCM
296
Covington Capital Management
California
$357K
LIC
297
Lodestar Investment Counsel
Illinois
$352K
CIM
298
CenturyLink Investment Management
Colorado
$351K -$744K -27,911 -68%
VFS
299
VSR Financial Services
Kansas
$350K +$85.1K +3,192 +32%
Fuller & Thaler Asset Management
300
Fuller & Thaler Asset Management
California
$340K +$160K +6,000 +89%