HRB icon

H&R Block

391 hedge funds and large institutions have $6.78B invested in H&R Block in 2013 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 172 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+7
Holders Change %
+1.82%
% of All Funds
11.36%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.38%
New
50
Increased
107
Reduced
172
Closed
41
Calls
$120M
Puts
$95.3M
Net Calls
+$24.5M
Net Calls Change
-$35.9M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
151
Spot Trading
Illinois
$3.56M -$717K -24,703 -17%
AAM
152
Advisors Asset Management
Colorado
$3.45M -$6.78M -233,320 -66%
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$3.42M -$5.05M -173,967 -60%
ASRS
154
Arizona State Retirement System
Arizona
$3.41M -$134K -4,600 -4%
TAM
155
Tocqueville Asset Management
New York
$3.38M +$3.05M +104,937 +906%
Comerica Bank
156
Comerica Bank
Texas
$3.26M -$228K -7,846 -7%
US Bancorp
157
US Bancorp
Minnesota
$3.25M -$8.25K -284 -0.3%
SOMRS
158
State of Michigan Retirement System
Michigan
$3.23M -$8.71K -300 -0.3%
IRF
159
IBM Retirement Fund
New York
$3.16M -$136K -4,675 -4%
Aviva
160
Aviva
United Kingdom
$3.13M +$1.09M +37,675 +54%
SFP
161
Santa Fe Partners
New Mexico
$3.04M +$139K +4,796 +5%
PCM
162
Portolan Capital Management
Massachusetts
$3.02M +$3.02M +103,867 New
Public Sector Pension Investment Board (PSP Investments)
163
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.96M +$319K +11,000 +12%
JCM
164
JS Capital Management
New York
$2.9M +$2.9M +100,000 New
OI
165
Oakbrook Investments
Illinois
$2.88M -$49.4K -1,700 -2%
TSU
166
TD Securities (USA)
New York
$2.8M +$76.8K +2,644 +3%
B
167
Barings
North Carolina
$2.74M +$154K +5,300 +6%
CA
168
Commerzbank Aktiengesellschaft
Germany
$2.73M -$623K -20,497 -19%
SAM
169
Strategy Asset Managers
California
$2.67M -$52.6K -1,812 -2%
MSU
170
Maple Securities USA
New Jersey
$2.6M +$2.6M +89,486 New
JG
171
Jefferies Group
New York
$2.57M +$545K +18,783 +27%
Calamos Advisors
172
Calamos Advisors
Illinois
$2.55M +$2.55M +87,832 New
STC
173
SEI Trust Company
Pennsylvania
$2.54M -$2.14M -73,780 -46%
DILH
174
Dai-ichi Life Holdings
Japan
$2.52M -$222K -7,652 -8%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$2.48M -$203K -6,974 -8%