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H&R Block

424 hedge funds and large institutions have $7.28B invested in H&R Block in 2014 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 160 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
Holders Change %
0%
% of All Funds
12.31%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
48
Increased
160
Reduced
143
Closed
43
Calls
$336M
Puts
$161M
Net Calls
+$174M
Net Calls Change
-$3.01M
Name Holding Trade Value Shares
Change
Shares
Change %
Axa
301
Axa
France
$395K
SIM
302
Sentry Investment Management
Wisconsin
$394K -$48.6K -1,564 -11%
EWM
303
Evercore Wealth Management
New York
$388K
BF
304
BOK Financial
Oklahoma
$385K +$992 +32 +0.3%
STC
305
SEI Trust Company
Pennsylvania
$377K +$77.4K +2,500 +26%
DL
306
Delta Lloyd
Netherlands
$376K
BCM
307
Beck Capital Management
Texas
$375K -$34.7K -1,200 -8%
Natixis Advisors
308
Natixis Advisors
Massachusetts
$370K +$23.4K +754 +7%
GT
309
Glenmede Trust
Pennsylvania
$364K
PCM
310
Parsons Capital Management
Rhode Island
$363K
DADC
311
D.A. Davidson & Co
Montana
$362K +$164K +5,299 +83%
BAM
312
Burnham Asset Management
New York
$361K +$37.2K +1,200 +11%
MA
313
MUFG Americas
New York
$360K +$301K +9,230 +513%
AIM
314
abrdn Investment Management
United Kingdom
$357K -$3.29K -106 -0.9%
PA
315
Profund Advisors
Maryland
$345K +$44.3K +1,425 +15%
CCG
316
Cypress Capital Group
Florida
$345K +$345K +11,120 New
HFS
317
HL Financial Services
Kentucky
$342K
NB
318
Norinchukin Bank
Japan
$342K +$25.1K +811 +8%
S
319
SignatureFD
Georgia
$338K
FM
320
Foster & Motley
Ohio
$333K -$41.4K -1,332 -11%
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$328K -$30.6K -988 -9%
Nomura Holdings
322
Nomura Holdings
Japan
$319K -$1.64M -53,023 -84%
LIA
323
LS Investment Advisors
Michigan
$319K -$775 -25 -0.2%
DekaBank Deutsche Girozentrale
324
DekaBank Deutsche Girozentrale
Germany
$317K +$230K +7,410 +266%
BKBG
325
BHF Kleinwort Benson Group
Belgium
$312K -$13.9M -417,901 -98%