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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 %
ICM
301
IMS Capital Management
Oregon
$370K -$652K -21,620 -64%
AIM
302
abrdn Investment Management
United Kingdom
$366K +$3.59K +119 +1%
DL
303
Delta Lloyd
Netherlands
$366K +$143K +4,726 +64%
GT
304
Glenmede Trust
Pennsylvania
$361K
PCM
305
Parsons Capital Management
Rhode Island
$353K -$12.1K -400 -3%
Macquarie Group
306
Macquarie Group
Australia
$350K
SM
307
Stratton Management
Pennsylvania
$349K
WMSA
308
Weiss Multi-Strategy Advisers
New York
$349K +$349K +11,560 New
NB
309
Norinchukin Bank
Japan
$343K +$34.5K +1,140 +11%
HFS
310
HL Financial Services
Kentucky
$333K
LIA
311
LS Investment Advisors
Michigan
$324K +$79.4K +2,633 +32%
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$319K +$3.83K +127 +1%
BAM
313
Burnham Asset Management
New York
$315K
EWM
314
Evercore Wealth Management
New York
$315K
PA
315
Profund Advisors
Maryland
$304K -$61.8K -2,043 -17%
SGH
316
Schonfeld Group Holdings
New York
$296K +$296K +9,800 New
SOADOR
317
State of Alaska Department of Revenue
Alaska
$291K
HA
318
Halsey Associates
Connecticut
$291K
Loomis, Sayles & Company
319
Loomis, Sayles & Company
Massachusetts
$290K -$60K -1,985 -17%
Natixis Advisors
320
Natixis Advisors
Massachusetts
$287K +$287K +9,504 New
KRSITF
321
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$285K -$6.72K -223 -2%
MERSOM
322
Municipal Employees' Retirement System of Michigan
Michigan
$281K +$9.07K +300 +3%
B
323
Barings
North Carolina
$278K -$2.57M -85,100 -90%
BFO
324
Boston Family Office
Massachusetts
$272K
CI
325
Conning Inc
Connecticut
$260K +$24.5K +810 +10%