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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.

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 %
SCM
51
Smead Capital Management
Arizona
$30.3M +$1.39M +41,554 +5%
GC
52
Guggenheim Capital
Illinois
$27.6M -$853K -25,438 -3%
DC
53
Davenport & Co
Virginia
$26.3M +$597K +17,796 +2%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$25.9M +$23.5K +700 +0.1%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$25.6M
HCMT
56
Highland Capital Management (Texas)
Texas
$24.9M +$1.2M +35,850 +5%
Fidelity International
57
Fidelity International
Bermuda
$23.1M +$23.1M +688,299 New
WG
58
Winton Group
United Kingdom
$23.1M +$23.1M +687,878 New
GF
59
Gabelli Funds
New York
$22.6M +$1.04M +31,000 +5%
NA
60
NS Advisors
Connecticut
$22.4M +$845K +25,200 +4%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$22M -$1.15M -34,393 -5%
CS
62
Credit Suisse
Switzerland
$20.2M +$1.65M +49,316 +9%
Dimensional Fund Advisors
63
Dimensional Fund Advisors
Texas
$19M +$6.17M +184,022 +48%
ACM
64
Arrow Capital Management
New York
$18.7M -$5.87M -175,000 -24%
AllianceBernstein
65
AllianceBernstein
Tennessee
$17.8M -$330K -9,859 -2%
BIM
66
BlackRock Investment Management
Delaware
$17.7M +$1.08M +32,332 +7%
SCI
67
Seneca Capital Investments
New York
$17.6M +$3.35M +100,000 +24%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$17.5M -$2.58M -77,084 -13%
Mitsubishi UFJ Trust & Banking
69
Mitsubishi UFJ Trust & Banking
Japan
$17.5M +$245K +7,320 +1%
GL
70
GLG LLC
New York
$16.6M +$9.1M +271,416 +121%
SAM
71
Sandell Asset Management
New York
$15.9M +$15.9M +475,265 New
Invesco
72
Invesco
Georgia
$15.4M +$1.44M +42,968 +10%
NFA
73
Nationwide Fund Advisors
Ohio
$15.3M +$15.3M +455,115 New
HSBC Holdings
74
HSBC Holdings
United Kingdom
$15.2M -$4.57M -136,310 -23%
RAM
75
RWC Asset Management
United Kingdom
$15.1M -$2.27M -67,800 -13%