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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 %
ICM
326
IMS Capital Management
Oregon
$306K -$74.5K -2,400 -20%
VFS
327
VSR Financial Services
Kansas
$306K -$3.1K -100 -1%
IIM
328
Intact Investment Management
Quebec, Canada
$304K +$304K +9,800 New
VKH
329
Virtu KCG Holdings
New York
$303K -$246K -7,929 -45%
SOADOR
330
State of Alaska Department of Revenue
Alaska
$298K
MERSOM
331
Municipal Employees' Retirement System of Michigan
Michigan
$296K +$6.23K +200 +2%
HA
332
Halsey Associates
Connecticut
$293K
Teacher Retirement System of Texas
333
Teacher Retirement System of Texas
Texas
$288K +$13.1K +424 +5%
Canada Pension Plan Investment Board
334
Canada Pension Plan Investment Board
Ontario, Canada
$288K +$71.6K +2,310 +33%
Loomis, Sayles & Company
335
Loomis, Sayles & Company
Massachusetts
$283K
KRSITF
336
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$281K +$610 +21 +0.2%
BFO
337
Boston Family Office
Massachusetts
$279K
CC
338
Cipher Capital
New York
$266K -$556K -17,956 -68%
QIM
339
Quantitative Investment Management
Virginia
$263K -$1.28M -41,400 -83%
AB
340
Amalgamated Bank
New York
$262K +$16.3K +525 +7%
Envestnet Asset Management
341
Envestnet Asset Management
Illinois
$261K +$164K +5,283 +169%
DTL
342
Dynamic Technology Lab
Singapore
$259K -$129K -4,164 -33%
Creative Planning
343
Creative Planning
Kansas
$257K +$145K +4,680 +129%
ZDA
344
Zweig-DiMenna Associates
New York
$245K -$3.1K -100 -1%
AWA
345
Arete Wealth Advisors
Illinois
$245K +$1.46K +47 +0.6%
CI
346
Conning Inc
Connecticut
$243K -$10.5K -340 -4%
PNC
347
Park National Corp
Ohio
$238K
BFEC
348
Benjamin F. Edwards & Company
Missouri
$238K
CIBC World Market
349
CIBC World Market
Ontario, Canada
$236K +$236K +7,624 New
EOJOAM
350
E. Ohman J:or Asset Management
Sweden
$233K