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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 %
BG
26
BlackRock Group
United Kingdom
$57.7M +$198K +6,564 +0.3%
AA
27
Antipodean Advisors
New York
$55.7M -$4.08M -135,000 -7%
NCA
28
Newbrook Capital Advisors
New York
$54.1M +$54.1M +1,792,006 New
SC
29
Samlyn Capital
New York
$52.7M +$52.7M +1,745,047 New
TCIM
30
TIAA CREF Investment Management
New York
$50M +$347K +11,500 +0.7%
MCG
31
Meru Capital Group
New York
$46.1M +$5.37M +178,000 +13%
Alyeska Investment Group
32
Alyeska Investment Group
Illinois
$45.3M +$14.3M +475,000 +46%
Millennium Management
33
Millennium Management
New York
$43.1M +$37.6M +1,246,285 +690%
Morgan Stanley
34
Morgan Stanley
New York
$41.3M +$8.96M +296,909 +28%
OC
35
Orange Capital
New York
$38.4M +$38.4M +1,273,300 New
Hotchkis & Wiley Capital Management
36
Hotchkis & Wiley Capital Management
California
$37.1M +$5.17M +171,200 +16%
Legal & General Group
37
Legal & General Group
United Kingdom
$35.3M -$1.36M -44,963 -4%
WCM
38
Winton Capital Management
United Kingdom
$31.7M -$11.8M -390,349 -27%
USAA
39
United Services Automobile Association
Texas
$30.9M +$11.3M +373,047 +57%
DCM
40
Discovery Capital Management
Connecticut
$30.6M +$14.2M +470,000 +87%
Citadel Advisors
41
Citadel Advisors
Florida
$28.6M +$15.7M +520,709 +122%
SCM
42
Smead Capital Management
Arizona
$26M +$3.23M +107,040 +14%
UBS AM
43
UBS AM
Illinois
$25.9M +$1.83M +60,773 +8%
TSW
44
Thompson Siegel & Walmsley
Virginia
$25.9M -$2.02M -67,070 -7%
GC
45
Guggenheim Capital
Illinois
$25.6M -$2.78M -91,998 -10%
Deutsche Bank
46
Deutsche Bank
Germany
$25.2M -$10M -332,314 -28%
Charles Schwab
47
Charles Schwab
California
$24.4M -$6.03M -199,562 -20%
Tudor Investment Corp
48
Tudor Investment Corp
Connecticut
$24.1M +$24.1M +799,165 New
DC
49
Davenport & Co
Virginia
$23.2M +$1.55M +51,282 +7%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$23.1M