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H&R Block

391 hedge funds and large institutions have $6.78B invested in H&R Block in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 172 reducing their positions, and 41 closing their positions.

Holders
391
Holders Change
+7
Holders Change %
+1.82%
% of All Funds
11.36%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
50
Increased
107
Reduced
172
Closed
41
Calls
$120M
Puts
$95.3M
Net Calls
+$24.5M
Net Calls Change
-$35.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
351
Creative Planning
Kansas
$65K +$6.36K +218 +11%
GIS
352
Guardian Investor Services
New York
$63K
BC
353
Bartlett & Co
Ohio
$57K
Envestnet Asset Management
354
Envestnet Asset Management
Illinois
$55K +$36.3K +1,253 +195%
LWCFA
355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$54K
DekaBank Deutsche Girozentrale
356
DekaBank Deutsche Girozentrale
Germany
$53K
MA
357
MUFG Americas
New York
$52K
RNS
358
Robert N. Shapiro
$46K
GLI
359
Guardian Life Insurance
New York
$45K -$50.2K -1,726 -53%
PI
360
PineBridge Investments
New York
$41K -$3.05M -105,169 -99%
IMS
361
Index Management Solutions
Pennsylvania
$40K -$9.38K -322 -19%
PL
362
Parkwood LLC
Ohio
$40K +$40K +1,383 New
SAMC
363
Shinko Asset Management Company
Japan
$38K
DADC
364
D.A. Davidson & Co
Montana
$37K +$4.32K +157 +13%
NES
365
New England Securities
New York
$33K
PIM
366
Parasol Investment Management
Illinois
$33K +$33K +1,127 New
HHMI
367
Howard Hughes Medical Institute
Maryland
$25K -$56K -1,902 -69%
JFA
368
JNBA Financial Advisors
Minnesota
$24K
IWC
369
Integrated Wealth Counsel
California
$23K
ASN
370
Advisory Services Network
Georgia
$23K +$23K +780 New
WEC
371
Winslow Evans & Crocker
Massachusetts
$21K +$21K +717 New
IRS
372
Invictus RG (Singapore)
Singapore
$19K -$179K -6,189 -90%
MFS
373
MSI Financial Services
Massachusetts
$19K -$3.79K -133 -17%
Lazard Asset Management
374
Lazard Asset Management
New York
$19K
HCC
375
Hirtle Callaghan & Co
Pennsylvania
$17K +$17K +592 New