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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 %
FCI
126
Financial Counselors Inc
Kansas
$6.83M -$210K -6,268 -3%
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$6.72M +$191K +5,700 +3%
Hudson Bay Capital Management
128
Hudson Bay Capital Management
Connecticut
$6.71M +$6.71M +200,073 New
Chevy Chase Trust
129
Chevy Chase Trust
Maryland
$6.56M +$28K +836 +0.4%
PI
130
Putnam Investments
Massachusetts
$6.41M -$13.9M -414,405 -68%
MAA
131
Managed Account Advisors
New Jersey
$6.17M +$1.83M +54,685 +42%
SIS
132
Sandell Investment Services
New York
$6.08M +$6.08M +181,230 New
Citigroup
133
Citigroup
New York
$5.68M -$512K -15,267 -8%
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$5.62M -$256K -7,640 -4%
Retirement Systems of Alabama
135
Retirement Systems of Alabama
Alabama
$5.62M +$104K +3,101 +2%
KBC Group
136
KBC Group
Belgium
$5.61M -$422K -12,588 -7%
OC
137
Oppenheimer & Co
New York
$5.44M +$272K +8,119 +5%
WLC
138
Wing Lake Capital
New York
$5.42M -$925K -27,588 -15%
MAM
139
Martingale Asset Management
Massachusetts
$5.36M +$1.06M +31,762 +25%
TCMG
140
TSP Capital Management Group
New Jersey
$5.33M +$5.33M +159,075 New
PAMU
141
Pictet Asset Management (UK)
United Kingdom
$5.17M +$261K +7,800 +5%
KeyBank National Association
142
KeyBank National Association
Ohio
$5.04M +$4.44M +132,571 +747%
IGIM
143
I.G. Investment Management
Manitoba, Canada
$5.03M +$429K +12,800 +9%
Balyasny Asset Management
144
Balyasny Asset Management
Illinois
$5.03M +$5.03M +150,000 New
TG
145
TCW Group
California
$4.6M +$38.5K +1,150 +0.8%
1IC
146
1919 Investment Counsel
Maryland
$4.5M +$3.32M +99,023 +280%
Canada Life
147
Canada Life
Manitoba, Canada
$4.33M +$234 +7 +0%
CCA
148
Catalyst Capital Advisors
New York
$4.3M +$765K +22,816 +22%
LOM
149
Loeb Offshore Management
New York
$4.22M +$4.22M +125,908 New
PCM
150
Portolan Capital Management
Massachusetts
$4.02M +$226K +6,736 +6%