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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 %
DP
101
Delta Partners
Massachusetts
$10.2M
GI
102
GAMCO Investors
Connecticut
$10.1M -$557K -18,455 -5%
APG Asset Management
103
APG Asset Management
Netherlands
$9.95M
PMAM
104
Picton Mahoney Asset Management
Ontario, Canada
$9.89M +$2.94M +97,500 +42%
SG Americas Securities
105
SG Americas Securities
New York
$9.85M -$5.65M -187,120 -36%
LCM
106
Lakewood Capital Management
New York
$9.82M -$13.3M -440,000 -58%
BJ
107
BlackRock Japan
Japan
$9.17M -$317K -10,490 -3%
AIA
108
Affinity Investment Advisors
California
$9.05M -$19.7K -653 -0.2%
EWM
109
Endurance Wealth Management
Rhode Island
$8.94M +$154K +5,101 +2%
AAM
110
Auxier Asset Management
Oregon
$8.93M -$465K -15,400 -5%
SC
111
Seawolf Capital
New York
$8.37M +$8.37M +276,900 New
Neuberger Berman Group
112
Neuberger Berman Group
New York
$8.3M +$8.3M +274,980 New
First Manhattan
113
First Manhattan
New York
$8.23M -$109K -3,600 -1%
Swiss National Bank
114
Swiss National Bank
Switzerland
$8.01M -$779K -25,800 -9%
ANI
115
American National Insurance
Texas
$7.66M
Caisse de Depot et Placement du Quebec (CDPQ)
116
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$7.59M +$2.31M +76,600 +44%
TA
117
Teachers Advisors
New York
$7.44M -$5.39M -178,512 -42%
PAM
118
Panagora Asset Management
Massachusetts
$7.36M -$374K -12,374 -5%
Wells Fargo
119
Wells Fargo
California
$7.34M +$1.58M +52,315 +27%
Janus Henderson Group
120
Janus Henderson Group
United Kingdom
$6.88M +$5.94M +196,688 +628%
GL
121
GLG LLC
New York
$6.79M +$6.79M +224,784 New
VOYA Investment Management
122
VOYA Investment Management
Georgia
$6.67M +$5.13K +170 +0.1%
FWCM
123
Ferguson Wellman Capital Management
Oregon
$6.61M +$6.61M +218,938 New
FCI
124
Financial Counselors Inc
Kansas
$6.34M -$148K -4,918 -2%
RCM
125
Riverhead Capital Management
Delaware
$6.26M +$811K +26,850 +15%