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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 %
DnB Asset Management
301
DnB Asset Management
Norway
$332K +$16K +600 +5%
Commonwealth Equity Services
302
Commonwealth Equity Services
Massachusetts
$330K -$62.3K -2,336 -16%
PCM
303
Parsons Capital Management
Rhode Island
$328K -$4K -150 -1%
GT
304
Glenmede Trust
Pennsylvania
$319K
AIM
305
abrdn Investment Management
United Kingdom
$313K +$313K +11,738 New
TAM
306
Tocqueville Asset Management
New York
$309K -$13.7K -512 -4%
Loomis, Sayles & Company
307
Loomis, Sayles & Company
Massachusetts
$309K
SM
308
Stratton Management
Pennsylvania
$308K +$18.7K +700 +6%
HFS
309
HL Financial Services
Kentucky
$294K
AI
310
Atria Investments
North Carolina
$285K +$54K +2,026 +23%
DC
311
Davenport & Co
Virginia
$280K +$280K +10,500 New
BAM
312
Burnham Asset Management
New York
$279K
EWM
313
Evercore Wealth Management
New York
$278K +$51.7K +1,946 +23%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$275K -$12K -451 -4%
NB
315
Norinchukin Bank
Japan
$274K +$22.8K +855 +9%
HA
316
Halsey Associates
Connecticut
$269K
KRSITF
317
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$260K +$260K +9,757 New
SOADOR
318
State of Alaska Department of Revenue
Alaska
$257K +$257K +9,640 New
PA
319
Profund Advisors
Maryland
$255K -$7.4K -277 -3%
PM
320
Parametrica Management
Hong Kong
$252K +$252K +9,460 New
WAM
321
Wolverine Asset Management
Illinois
$242K -$53.2K -2,000 -18%
BFO
322
Boston Family Office
Massachusetts
$240K
MERSOM
323
Municipal Employees' Retirement System of Michigan
Michigan
$240K +$240K +9,000 New
Franklin Resources
324
Franklin Resources
California
$213K
YL
325
YCG LLC
Texas
$213K