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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 %
SCA
51
SAC Capital Advisors
Connecticut
$22.8M +$22.3M +738,510 +4,585%
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$22.5M -$9.71M -322,013 -30%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$22.2M +$744K +25,800 +3%
ACM
54
Arrow Capital Management
New York
$22.1M
Two Sigma Investments
55
Two Sigma Investments
New York
$21.6M +$1.41M +46,676 +7%
HCMT
56
Highland Capital Management (Texas)
Texas
$21.4M +$7.53M +249,400 +54%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$20.8M -$1.96M -65,011 -9%
O
58
OppenheimerFunds
New York
$20.2M +$306K +10,140 +2%
NA
59
NS Advisors
Connecticut
$19.5M -$141K -4,680 -0.7%
GF
60
Gabelli Funds
New York
$19.4M
PI
61
Putnam Investments
Massachusetts
$18.3M -$3.63M -120,365 -17%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$18.1M -$704K -23,324 -4%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$17.9M -$6.04M -199,779 -25%
AQR Capital Management
64
AQR Capital Management
Connecticut
$17.7M -$40.5M -1,340,136 -70%
SCM
65
Steadfast Capital Management
New York
$17.3M -$9.12M -302,231 -35%
UOC
66
UBS O'Connor
Illinois
$17.2M +$17.2M +569,408 New
BlackRock
67
BlackRock
New York
$17.1M +$71.7K +2,376 +0.4%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$16.9M +$6.62M +219,376 +64%
CS
69
Credit Suisse
Switzerland
$16.7M -$2.54M -84,006 -13%
HHC
70
Hutchin Hill Capital
New York
$16.6M +$16.6M +550,000 New
AllianceBernstein
71
AllianceBernstein
Tennessee
$16.3M -$643K -21,290 -4%
CIP
72
Chartwell Investment Partners
Pennsylvania
$16.3M +$67.2K +2,225 +0.4%
U
73
UBS
Switzerland
$15.9M +$10.6M +350,312 +199%
RAM
74
RWC Asset Management
United Kingdom
$15.7M +$4.14M +137,066 +36%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$15.6M +$86.8K +2,875 +0.6%