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H&R Block

384 hedge funds and large institutions have $6.36B invested in H&R Block in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 148 increasing their positions, 135 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+8
Holders Change %
+2.13%
% of All Funds
12.46%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.49%
New
49
Increased
148
Reduced
135
Closed
37
Calls
$142M
Puts
$81.4M
Net Calls
+$60.4M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
401
Royce & Associates
New York
-$785K -28,300 Closed
LS
402
Livforsakringsbolaget Skandia
Sweden
-$608K -21,900 Closed
BWAM
403
Boyd Watterson Asset Management
Ohio
-$416K -15,000 Closed
SIC
404
Schwartz Investment Counsel
Michigan
-$416K -15,000 Closed
CIBC World Market
405
CIBC World Market
Ontario, Canada
-$403K -14,517 Closed
GCT
406
Galaxy Capital Trading
British Virgin Islands
-$402K -14,500 Closed
WTNA
407
Wilmington Trust National Association
Delaware
-$361K -12,994 Closed
Verition Fund Management
408
Verition Fund Management
Connecticut
-$276K -9,942 Closed
Thrivent Financial for Lutherans
409
Thrivent Financial for Lutherans
Minnesota
-$264 -9,500 Closed
AI
410
ArchPoint Investors
Florida
-$255K -9,190 Closed
VRS
411
Virginia Retirement Systems
Virginia
-$237K -8,533 Closed
FAAS
412
First Allied Advisory Services
California
-$238K -8,500 Closed
Walleye Trading
413
Walleye Trading
New York
-$217K -7,808 Closed
OC
414
Oppenheimer & Co
New York
-$205K -7,400 Closed
DL
415
Delta Lloyd
Netherlands
-$205K -7,395 Closed
NAMA
416
Nikko Asset Management Americas
New York
-$116K -4,100 Closed
QT
417
Quantbot Technologies
New York
-$78K -2,839 Closed
TWA
418
TCI Wealth Advisors
Arizona
-$56K -2,000 Closed
SSG
419
Summit Securities Group
New York
-$47K -1,700 Closed
MAS
420
Madden Advisory Services
Florida
-$37K -1,350 Closed
Bessemer Group
421
Bessemer Group
New Jersey
-$22K -800 Closed
ST
422
SpiderRock Trading
Illinois
-$6K