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H&R Block

424 hedge funds and large institutions have $7.89B invested in H&R Block in 2014 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 140 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
424
Holders Change
+30
Holders Change %
+7.61%
% of All Funds
12.19%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
70
Increased
140
Reduced
146
Closed
37
Calls
$226M
Puts
$48.7M
Net Calls
+$177M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Shares
Change %
OA
351
OFI Advisors
Pennsylvania
$227K -$4.57K -136 -2%
LPL Financial
352
LPL Financial
California
$225K +$225K +6,705 New
WPW
353
Waldron Private Wealth
Pennsylvania
$223K
SCM
354
Sterneck Capital Management
Missouri
$222K +$222K +6,615 New
GCP
355
GSA Capital Partners
United Kingdom
$221K -$594K -17,766 -73%
NG
356
NatWest Group
United Kingdom
$216K +$216K +6,470 New
Thrivent Financial for Lutherans
357
Thrivent Financial for Lutherans
Minnesota
$215K +$215K +6,400 New
DADC
358
D.A. Davidson & Co
Montana
$213K +$184K +5,543 +642%
HHMI
359
Howard Hughes Medical Institute
Maryland
$210K +$210K +6,270 New
MC
360
Moors & Cabot
Massachusetts
$209K +$209K +6,217 New
ECM
361
Everence Capital Management
Indiana
$204K +$204K +6,094 New
WTIM
362
Wilmington Trust Investment Management
Delaware
$201K +$201K +5,990 New
N
363
Natixis
France
$201K +$201K +6,001 New
FAM
364
Formidable Asset Management
Ohio
$199K
PAM
365
PartnerRe Asset Management
Connecticut
$195K -$26.6K -796 -12%
OMCS
366
Old Mutual Customised Solutions
South Africa
$194K
WTB
367
Washington Trust Bank
Washington
$191K
SEC
368
Seven Eight Capital
New York
$188K +$188K +5,597 New
VFA
369
Virtus Fund Advisers
Connecticut
$184K +$184K +5,475 New
Toronto Dominion Bank
370
Toronto Dominion Bank
Ontario, Canada
$173K +$26.6K +795 +18%
EFSCE
371
Enterprise Financial Services Corp (EFSC)
Missouri
$147K
FA
372
Friess Associates
Delaware
$137K +$2.69K +80 +2%
CFN
373
Cordasco Financial Network
Florida
$134K
QI
374
QS Investors
New York
$130K +$130K +3,868 New
Creative Planning
375
Creative Planning
Kansas
$121K +$46.4K +1,388 +62%