H&R Block, Inc. Institutional Ownership

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Exchange: NYSE
Industry: Consumer Services
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Ownership Summary Institutional Holdings Insiders
(SEC Form 4)
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Ownership Summary


Institutional Ownership 86.89%
Total Shares Outstanding (millions) 275
Total Value of Holdings (millions) $8,196

Active Positions

Holders Shares
Increased Positions 217 27,505,686
Decreased Positions 196 24,409,875
Held Positions 70 187,184,108
Total Institutional Shares 483 239,099,669

New and Sold Out Positions


Holders Shares
New Positions 55 6,186,618
Sold Out Positions 48 5,618,279

48 Sold Out Institutional Holders
5,618,279 Sold Out Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).
Owner Name Date Shared Held Change (Shares) Change (%) Value (in 1,000s)
BABSON CAPITAL MANAGEMENT LLC 12/31/2014 0 (62,505) Sold Out
BALYASNY ASSET MANAGEMENT LLC 09/30/2014 0 (150,000) Sold Out
BAROMETER CAPITAL MANAGEMENT INC. 09/30/2014 0 (835) Sold Out
BB&T CORP 12/31/2014 0 (6,719) Sold Out
BNP PARIBAS INVESTMENT PARTNERS S.A. 09/30/2014 0 (15,279) Sold Out
BRETON HILL CAPITAL LTD. 12/31/2014 0 (25,800) Sold Out
CARROLL FINANCIAL ASSOCIATES, INC. 09/30/2014 0 (318) Sold Out
CASTLEARK MANAGEMENT LLC 09/30/2014 0 (16,940) Sold Out
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 09/30/2014 0 (6,400) Sold Out
COVINGTON CAPITAL MANAGEMENT 09/30/2014 0 (13,400) Sold Out
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 09/30/2014 0 (1,056,660) Sold Out
DYNAMIC TECHNOLOGY LAB PTE LTD 09/30/2014 0 (12,510) Sold Out
ELLINGTON MANAGEMENT GROUP LLC 09/30/2014 0 (36,600) Sold Out
ETON PARK CAPITAL MANAGEMENT, L.P. 09/30/2014 0 (300,000) Sold Out
FIERA CAPITAL CORP 09/30/2014 0 (77,100) Sold Out

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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