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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 %
LIA
351
LS Investment Advisors
Michigan
$59K +$33.5K +1,249 +132%
GIS
352
Guardian Investor Services
New York
$58K -$585 -22 -1%
Creative Planning
353
Creative Planning
Kansas
$54K -$57.5K -2,143 -52%
BC
354
Bartlett & Co
Ohio
$52K
LWCFA
355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$49K
DekaBank Deutsche Girozentrale
356
DekaBank Deutsche Girozentrale
Germany
$48K -$20.4K -785 -30%
MA
357
MUFG Americas
New York
$48K
IMS
358
Index Management Solutions
Pennsylvania
$45K +$45K +1,695 New
RNS
359
Robert N. Shapiro
$43K
SAMC
360
Shinko Asset Management Company
Japan
$35K -$8.08K -300 -19%
DADC
361
D.A. Davidson & Co
Montana
$31K -$78 -3 -0.3%
NES
362
New England Securities
New York
$30K
JFA
363
JNBA Financial Advisors
Minnesota
$22K
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$22K +$22K +819 New
IWC
365
Integrated Wealth Counsel
California
$21.3K -$16.9K -635 -44%
MFS
366
MSI Financial Services
Massachusetts
$21K +$12.7K +484 +153%
BGIM
367
Brandywine Global Investment Management
Pennsylvania
$18K +$15K +547 +497%
Lazard Asset Management
368
Lazard Asset Management
New York
$17K
Envestnet Asset Management
369
Envestnet Asset Management
Illinois
$17K +$343 +13 +2%
RA
370
Rational Advisors
New York
$15K
MAM
371
Mizuho Asset Management
Japan
$12K
FMII
372
Farmers & Merchants Investments Inc
Nebraska
$9K
LTFS
373
Ladenburg Thalmann Financial Services
Florida
$8K
HI
374
Hudock Inc
Pennsylvania
$8K
CFA
375
Carroll Financial Associates
North Carolina
$8K