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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 %
LCOV
326
London Company of Virginia
Virginia
$243K +$243K +8,050 New
MC
327
Menta Capital
California
$242K -$523K -17,300 -68%
YL
328
YCG LLC
Texas
$241K
BFEC
329
Benjamin F. Edwards & Company
Missouri
$232K
PNC
330
Park National Corp
Ohio
$232K
EOJOAM
331
E. Ohman J:or Asset Management
Sweden
$226K
Daiwa Securities Group
332
Daiwa Securities Group
Japan
$211K -$15.1K -500 -7%
DWA
333
Douglass Winthrop Advisors
New York
$211K
AB
334
Amalgamated Bank
New York
$210K -$4.17K -138 -2%
BST
335
Bath Savings Trust
Maine
$210K
OA
336
OFI Advisors
Pennsylvania
$208K +$23.2K +769 +13%
Fuller & Thaler Asset Management
337
Fuller & Thaler Asset Management
California
$204K -$9.07K -300 -4%
WPW
338
Waldron Private Wealth
Pennsylvania
$201K +$201K +6,650 New
PAM
339
PartnerRe Asset Management
Connecticut
$200K +$1.48K +49 +0.7%
OMCS
340
Old Mutual Customised Solutions
South Africa
$175K
WTB
341
Washington Trust Bank
Washington
$172K +$172K +5,690 New
FAM
342
Formidable Asset Management
Ohio
$162K
QBFM
343
QS Batterymarch Financial Management
New York
$137K -$8.03K -264 -6%
EFSCE
344
Enterprise Financial Services Corp (EFSC)
Missouri
$133K +$4.9K +162 +4%
Toronto Dominion Bank
345
Toronto Dominion Bank
Ontario, Canada
$132K +$513 +17 +0.4%
Nordea Investment Management
346
Nordea Investment Management
Sweden
$127K -$459K -15,169 -78%
FA
347
Friess Associates
Delaware
$121K -$30.3M -1,001,000 -100%
CFN
348
Cordasco Financial Network
Florida
$121K
BA
349
BlackRock Advisors
Delaware
$94K -$3.01K -100 -3%
NSIM
350
North Star Investment Management
Illinois
$85K +$85K +2,800 New