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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 %
KT
376
Kanaly Trust
Texas
$15K
WA
377
WFG Advisors
Texas
$15K +$15K +500 New
TF
378
Trutina Financial
Washington
$15K +$15K +500 New
MAM
379
Mizuho Asset Management
Japan
$13K
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$10K
CFA
381
Carroll Financial Associates
North Carolina
$10K
LTFS
382
Ladenburg Thalmann Financial Services
Florida
$9K
HI
383
Hudock Inc
Pennsylvania
$9K
Manulife (Manufacturers Life Insurance)
384
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.18K +$138 +4,560 +2%
TFO
385
Tarbox Family Office
California
$8K
PAS
386
Partnervest Advisory Services
California
$8K
TDC
387
Thompson Davis & Co
Virginia
$8K +$8K +250 New
ECM
388
Estabrook Capital Management
New York
$7.4K
QAM
389
QCI Asset Management
New York
$7K
CAW
390
Cornerstone Advisors (Washington)
Washington
$5K +$5K +168 New
WA
391
Waverly Advisors
Alabama
$5K +$5K +177 New
TFA
392
Transamerica Financial Advisors
Florida
$4K
ECM
393
ETrade Capital Management
Virginia
$4K +$2.14K +63 +115%
FAM
394
Fortaleza Asset Management
Illinois
$3K +$3K +100 New
GAM
395
Gemmer Asset Management
California
$3K +$3K +101 New
PI
396
PGGM Investments
Netherlands
-$43.9M -1,511,060 Closed
FC
397
Fairpointe Capital
Illinois
-$36.5M -1,255,166 Closed
ARC
398
Absolute Return Capital
Massachusetts
-$23.3M -803,872 Closed
FCH
399
Freestone Capital Holdings
Washington
-$12.9M -445,066 Closed
Renaissance Technologies
400
Renaissance Technologies
New York
-$9.49M -326,700 Closed