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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 %
MFS
401
MSI Financial Services
Massachusetts
$20K
HCC
402
Hirtle Callaghan & Co
Pennsylvania
$20K +$20K +592 New
BRWA
403
B. Riley Wealth Advisors
Florida
$17.3K +$17.3K +516 New
KT
404
Kanaly Trust
Texas
$17K
WA
405
WFG Advisors
Texas
$17K
MAM
406
Mizuho Asset Management
Japan
$15K
PI
407
PineBridge Investments
New York
$15K +$15K +450 New
LTFS
408
Ladenburg Thalmann Financial Services
Florida
$13K +$3.14K +90 +32%
PMAM
409
Picton Mahoney Asset Management
Ontario, Canada
$11.5K +$567 +16,900 +5%
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$11K
CFA
411
Carroll Financial Associates
North Carolina
$11K
HI
412
Hudock Inc
Pennsylvania
$10K
ECM
413
Exchange Capital Management
Michigan
$9K -$8.87K -279 -50%
PAS
414
Partnervest Advisory Services
California
$9K
TFO
415
Tarbox Family Office
California
$9K
ECM
416
Estabrook Capital Management
New York
$8.21K
WA
417
Waverly Advisors
Alabama
$8K +$1.97K +58 +33%
QAM
418
QCI Asset Management
New York
$7K
CAW
419
Cornerstone Advisors (Washington)
Washington
$7K +$1.7K +54 +32%
AP
420
Atwood & Palmer
Missouri
$5K +$5K +150 New
ST
421
Spot Trading
Illinois
$4K -$2.25M -75,408 -100%
FAM
422
Fortaleza Asset Management
Illinois
$3K
GAM
423
Gemmer Asset Management
California
$3K
SSG
424
Summit Securities Group
New York
$3K +$3K +100 New
Walleye Trading
425
Walleye Trading
New York
$287 +$287 +8,553 New