HRB icon

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 %
WMSA
326
Weiss Multi-Strategy Advisers
New York
$208K +$208K +7,790 New
BFEC
327
Benjamin F. Edwards & Company
Missouri
$205K
MYLI
328
Meiji Yasuda Life Insurance
Japan
$205K +$205K +7,700 New
PNC
329
Park National Corp
Ohio
$205K
Daiwa Securities Group
330
Daiwa Securities Group
Japan
$200K
EOJOAM
331
E. Ohman J:or Asset Management
Sweden
$200K
Macquarie Group
332
Macquarie Group
Australia
$195K
USGIU
333
U.S. Global Investors (USGI)
Texas
$189K +$189K +7,100 New
PAM
334
PartnerRe Asset Management
Connecticut
$186K -$23.4K -878 -11%
IRS
335
Invictus RG (Singapore)
Singapore
$183K +$183K +6,846 New
Allianz Asset Management
336
Allianz Asset Management
Germany
$179K
OA
337
OFI Advisors
Pennsylvania
$171K +$16K +602 +10%
FAM
338
Formidable Asset Management
Ohio
$166K +$166K +5,929 New
HNB
339
Huntington National Bank
Ohio
$155K -$1.34K -50 -0.9%
OMCS
340
Old Mutual Customised Solutions
South Africa
$155K
QBFM
341
QS Batterymarch Financial Management
New York
$130K -$5.02K -188 -4%
M&T Bank
342
M&T Bank
New York
$129K -$34.2K -1,276 -21%
EFSCE
343
Enterprise Financial Services Corp (EFSC)
Missouri
$114K +$2.6K +98 +2%
PI
344
Placemark Investments
Illinois
$89K +$17.3K +645 +24%
BA
345
BlackRock Advisors
Delaware
$88K +$54 +2 +0.1%
GLI
346
Guardian Life Insurance
New York
$87K
HHMI
347
Howard Hughes Medical Institute
Maryland
$73K +$11.6K +436 +19%
HIM
348
Hillsdale Investment Management
Ontario, Canada
$72K
NYLT
349
New York Life Trust
New York
$69K +$46.6K +1,736 +208%
ECM
350
Endex Capital Management
Kansas
$68K