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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 %
HIM
351
Hillsdale Investment Management
Ontario, Canada
$82K
M&T Bank
352
M&T Bank
New York
$81K -$49.3K -1,632 -38%
Envestnet Asset Management
353
Envestnet Asset Management
Illinois
$79K +$21.9K +728 +38%
PIA
354
Piedmont Investment Advisors
North Carolina
$74.5K
Creative Planning
355
Creative Planning
Kansas
$67K +$90 +3 +0.1%
CIM
356
CenturyLink Investment Management
Colorado
$65K -$38.7K -1,284 -37%
GIS
357
Guardian Investor Services
New York
$64K -$2.25K -74 -3%
BC
358
Bartlett & Co
Ohio
$59K
LWCFA
359
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56K
DekaBank Deutsche Girozentrale
360
DekaBank Deutsche Girozentrale
Germany
$56K
MA
361
MUFG Americas
New York
$54K
RNS
362
Robert N. Shapiro
$48K
GLI
363
Guardian Life Insurance
New York
$46K -$209 -7 -0.5%
SAMC
364
Shinko Asset Management Company
Japan
$39K
W
365
Wealthfront
California
$36K +$36K +1,157 New
PIM
366
Parasol Investment Management
Illinois
$34K
TRCT
367
Tower Research Capital (TRC)
New York
$26K -$146K -4,877 -85%
DADC
368
D.A. Davidson & Co
Montana
$25K -$13.9K -482 -36%
JFA
369
JNBA Financial Advisors
Minnesota
$25K
IWC
370
Integrated Wealth Counsel
California
$24K
WEC
371
Winslow Evans & Crocker
Massachusetts
$21.6K
IMS
372
Index Management Solutions
Pennsylvania
$19K -$22.3K -741 -54%
Lazard Asset Management
373
Lazard Asset Management
New York
$19K
MFS
374
MSI Financial Services
Massachusetts
$18K -$2.35K -77 -12%
ECM
375
Exchange Capital Management
Michigan
$17K +$17K +562 New