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H&R Block

391 hedge funds and large institutions have $6.78B invested in H&R Block in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 172 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+7
Holders Change %
+1.82%
% of All Funds
11.36%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
50
Increased
107
Reduced
172
Closed
41
Calls
$120M
Puts
$95.3M
Net Calls
+$24.5M
Net Calls Change
-$35.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Walleye Trading
301
Walleye Trading
New York
$344K +$344K +11,860 New
Macquarie Group
302
Macquarie Group
Australia
$337K +$125K +4,300 +59%
Loomis, Sayles & Company
303
Loomis, Sayles & Company
Massachusetts
$336K
SM
304
Stratton Management
Pennsylvania
$335K
HFS
305
HL Financial Services
Kentucky
$320K
EWM
306
Evercore Wealth Management
New York
$303K
BAM
307
Burnham Asset Management
New York
$303K
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$303K +$3.6K +124 +1%
OC
309
Oppenheimer & Co
New York
$302K +$302K +10,399 New
NB
310
Norinchukin Bank
Japan
$296K -$2.29K -79 -0.8%
KRSITF
311
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$281K -$2.32K -80 -0.8%
HA
312
Halsey Associates
Connecticut
$280K -$14K -480 -5%
SOADOR
313
State of Alaska Department of Revenue
Alaska
$279K
WAM
314
Wolverine Asset Management
Illinois
$276K +$12.2K +420 +5%
MERSOM
315
Municipal Employees' Retirement System of Michigan
Michigan
$261K
BFO
316
Boston Family Office
Massachusetts
$261K
NA
317
Navellier & Associates
Nevada
$240K +$240K +8,255 New
LIA
318
LS Investment Advisors
Michigan
$236K +$172K +5,918 +269%
YL
319
YCG LLC
Texas
$232K
Franklin Resources
320
Franklin Resources
California
$232K
CI
321
Conning Inc
Connecticut
$227K +$227K +7,800 New
BFEC
322
Benjamin F. Edwards & Company
Missouri
$223K
PNC
323
Park National Corp
Ohio
$223K
EOJOAM
324
E. Ohman J:or Asset Management
Sweden
$218K
Daiwa Securities Group
325
Daiwa Securities Group
Japan
$218K