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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 %
MAM
151
Martingale Asset Management
Massachusetts
$3.87M +$3.26M +108,035 +537%
GACM
152
Green Arrow Capital Management
New York
$3.77M +$3.77M +125,000 New
FPCM
153
Fox Point Capital Management
New York
$3.77M +$3.77M +125,000 New
Capital Fund Management (CFM)
154
Capital Fund Management (CFM)
France
$3.73M -$16.2M -537,051 -81%
RCM
155
Royal Capital Management
New York
$3.69M -$5.14M -170,319 -58%
TPSF
156
Texas Permanent School Fund
Texas
$3.63M -$187K -6,195 -5%
TD Asset Management
157
TD Asset Management
Ontario, Canada
$3.59M -$205K -6,800 -5%
PCM
158
Portolan Capital Management
Massachusetts
$3.42M +$284K +9,413 +9%
Aviva
159
Aviva
United Kingdom
$3.4M +$144K +4,770 +4%
ASRS
160
Arizona State Retirement System
Arizona
$3.4M -$142K -4,700 -4%
Ameriprise
161
Ameriprise
Minnesota
$3.4M -$24M -792,945 -88%
SOMRS
162
State of Michigan Retirement System
Michigan
$3.38M +$27.2K +900 +0.8%
JCM
163
JS Capital Management
New York
$3.32M +$302K +10,000 +10%
Comerica Bank
164
Comerica Bank
Texas
$3.31M -$77.7K -2,574 -2%
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.26M -$460K -15,247 -12%
US Bancorp
166
US Bancorp
Minnesota
$3.25M -$130K -4,300 -4%
CCA
167
Catalyst Capital Advisors
New York
$3.18M +$616K +20,412 +24%
Canada Pension Plan Investment Board
168
Canada Pension Plan Investment Board
Ontario, Canada
$3.18M -$3.76M -124,425 -54%
AAM
169
Advisors Asset Management
Colorado
$3.17M -$421K -13,952 -12%
TEC
170
Tiger Eye Capital
Tennessee
$3.14M +$3.14M +104,150 New
TAM
171
Tocqueville Asset Management
New York
$3.14M -$378K -12,508 -11%
Public Sector Pension Investment Board (PSP Investments)
172
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.03M -$48.3K -1,600 -2%
BCMU
173
BlueCrest Capital Management (UK)
Guernsey
$3.01M +$3.01M +99,823 New
HI
174
HBK Investments
Texas
$3M -$951K -31,500 -24%
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$2.77M +$188K +6,238 +7%