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H&R Block

424 hedge funds and large institutions have $7.89B invested in H&R Block in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 140 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+30
Holders Change %
+7.61%
% of All Funds
12.19%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
70
Increased
140
Reduced
146
Closed
37
Calls
$226M
Puts
$48.7M
Net Calls
+$177M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Shares
Change %
LIC
301
Lodestar Investment Counsel
Illinois
$442K
Axa
302
Axa
France
$427K -$78.5K -2,341 -16%
EWM
303
Evercore Wealth Management
New York
$420K +$69.3K +2,068 +20%
DTL
304
Dynamic Technology Lab
Singapore
$419K +$419K +12,510 New
RFC
305
Russell Frank Company
Washington
$416K -$239K -7,331 -37%
BF
306
BOK Financial
Oklahoma
$416K -$83.9K -2,500 -17%
ICM
307
IMS Capital Management
Oregon
$411K
DL
308
Delta Lloyd
Netherlands
$406K
FM
309
Foster & Motley
Ohio
$404K -$143K -4,278 -26%
Allianz Asset Management
310
Allianz Asset Management
Germany
$403K -$60.5K -1,802 -13%
GT
311
Glenmede Trust
Pennsylvania
$393K -$8.36K -250 -2%
PCM
312
Parsons Capital Management
Rhode Island
$392K
AIM
313
abrdn Investment Management
United Kingdom
$389K -$17.3K -517 -4%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$388K +$33.6K +1,001 +9%
Natixis Advisors
315
Natixis Advisors
Massachusetts
$375K +$56.3K +1,679 +18%
HFS
316
HL Financial Services
Kentucky
$370K
S
317
SignatureFD
Georgia
$365K +$365K +10,900 New
Macquarie Group
318
Macquarie Group
Australia
$359K -$30.2K -900 -8%
BAM
319
Burnham Asset Management
New York
$350K
LIA
320
LS Investment Advisors
Michigan
$346K -$14.5K -432 -4%
WFM
321
Wilmington Funds Management
Delaware
$344K +$344K +10,260 New
NB
322
Norinchukin Bank
Japan
$343K -$37.3K -1,114 -10%
VFS
323
VSR Financial Services
Kansas
$334K +$334K +9,978 New
PA
324
Profund Advisors
Maryland
$325K -$12.5K -371 -4%
STC
325
SEI Trust Company
Pennsylvania
$324K -$290K -8,656 -47%