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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 %
Fuller & Thaler Asset Management
376
Fuller & Thaler Asset Management
California
$116K -$111K -3,300 -49%
Envestnet Asset Management
377
Envestnet Asset Management
Illinois
$105K +$16.7K +497 +19%
TRCT
378
Tower Research Capital (TRC)
New York
$103K +$73.8K +2,201 +253%
NSIM
379
North Star Investment Management
Illinois
$94K
DekaBank Deutsche Girozentrale
380
DekaBank Deutsche Girozentrale
Germany
$93K +$31.5K +944 +51%
M&T Bank
381
M&T Bank
New York
$87K -$2.13K -64 -2%
PIA
382
Piedmont Investment Advisors
North Carolina
$86.1K +$3.39K +101 +4%
GIS
383
Guardian Investor Services
New York
$68K -$2.27K -68 -3%
BC
384
Bartlett & Co
Ohio
$66K
LWCFA
385
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62K
ST
386
SpiderRock Trading
Illinois
$61K
MA
387
MUFG Americas
New York
$60K
RNS
388
Robert N. Shapiro
$54K
GLI
389
Guardian Life Insurance
New York
$52K
NFG
390
Next Financial Group
Texas
$45K +$45K +1,375 New
SAMC
391
Shinko Asset Management Company
Japan
$44K
LBG
392
Lloyds Banking Group
United Kingdom
$39K -$1.64M -49,225 -98%
PIM
393
Parasol Investment Management
Illinois
$38K
IMS
394
Index Management Solutions
Pennsylvania
$37K +$15.7K +466 +74%
PCM
395
Prelude Capital Management
New York
$37K +$37K +1,100 New
W
396
Wealthfront
California
$33K -$5.76K -172 -15%
BCM
397
Barometer Capital Management
Ontario, Canada
$28K +$28K +835 New
NCM
398
Nelson Capital Management
California
$25K +$25K +750 New
WEC
399
Winslow Evans & Crocker
Massachusetts
$24K
JFA
400
JNBA Financial Advisors
Minnesota
$20K -$7.37K -221 -27%