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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 %
CCA
176
Catalyst Capital Advisors
New York
$2.47M +$2.47M +85,054 New
LMF
177
LMR Master Fund
Cayman Islands
$2.44M +$373K +12,831 +18%
CB
178
Commerce Bank
Missouri
$2.41M -$166K -5,720 -6%
HIMCH
179
Hartford Investment Management Co (HIMCO)
Connecticut
$2.37M +$21.6K +743 +0.9%
Brown Advisory
180
Brown Advisory
Maryland
$2.32M
EVM
181
Eaton Vance Management
Massachusetts
$2.31M +$6.19K +213 +0.3%
GAM
182
Guinness Asset Management
United Kingdom
$2.27M +$429K +14,780 +23%
MSA
183
Mason Street Advisors
Wisconsin
$2.25M -$205K -7,047 -8%
GIBU
184
Gulf International Bank (UK)
United Kingdom
$2.24M +$2.24M +77,101 New
CCM
185
Cadence Capital Management
Massachusetts
$2.24M -$171K -5,897 -7%
LBG
186
Lloyds Banking Group
United Kingdom
$2.21M +$271K +9,318 +14%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$2.18M -$20.3K -700 -0.9%
FAF
188
Fjarde Ap-fonden
Sweden
$2.18M -$113K -3,904 -5%
CCMH
189
Cornerstone Capital Management Holdings
New York
$2.15M -$3.38M -116,440 -61%
BCM
190
Bridgeway Capital Management
Texas
$2.09M -$488K -16,800 -19%
ProShare Advisors
191
ProShare Advisors
Maryland
$2.08M +$768K +26,458 +58%
SBCM
192
Schwerin Boyle Capital Management
Massachusetts
$2.08M -$63.9K -2,200 -3%
EIM
193
ExxonMobil Investment Management
Texas
$2.07M -$48.7K -1,677 -2%
First Trust Advisors
194
First Trust Advisors
Illinois
$2.04M +$1.01M +34,697 +98%
Public Employees Retirement Association of Colorado
195
Public Employees Retirement Association of Colorado
Colorado
$2.04M +$4.53K +156 +0.2%
Nomura Holdings
196
Nomura Holdings
Japan
$2.01M -$1.79M -61,656 -47%
Royal London Asset Management
197
Royal London Asset Management
United Kingdom
$1.96M +$17.8K +586 +0.9%
Fiera Capital (Canada)
198
Fiera Capital (Canada)
Quebec, Canada
$1.91M -$325K -11,200 -15%
GAAM
199
Guinness Atkinson Asset Management
California
$1.71M +$10.7K +370 +0.6%
OPERF
200
Oregon Public Employees Retirement Fund
Oregon
$1.64M +$537K +18,500 +49%