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H&R Block

428 hedge funds and large institutions have $5.33B invested in H&R Block in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 146 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-21
Holders Change %
-4.68%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-81.82%
% of All Funds
0.05%
New
52
Increased
166
Reduced
146
Closed
68
Calls
$43.5M
Puts
$19.8M
Net Calls
+$23.7M
Net Calls Change
-$939K
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
226
Janney Montgomery Scott
Pennsylvania
$706K -$69.6K -2,635 -9%
CBOA
227
Commonwealth Bank of Australia
Australia
$700K -$26.7K -1,013 -4%
NMERB
228
New Mexico Educational Retirement Board
New Mexico
$691K +$13.2K +500 +2%
BCM
229
BlueCrest Capital Management
Jersey
$691K +$691K +26,146 New
OI
230
Oakbrook Investments
Illinois
$684K -$7.92K -300 -1%
RJA
231
Raymond James & Associates
Florida
$683K +$1.93K +73 +0.3%
RFC
232
Russell Frank Company
Washington
$679K -$1.38M -52,113 -67%
SB
233
Suntrust Banks
Georgia
$658K +$23.1K +877 +4%
LOAMS
234
Lombard Odier Asset Management (Switzerland)
Switzerland
$652K +$92.3K +3,491 +16%
Asset Management One
235
Asset Management One
Japan
$650K -$1.47M -55,618 -69%
ANRIA
236
American National Registered Investment Advisor
Texas
$649K
DT
237
Diversified Trust
Tennessee
$646K
LWM
238
Lyons Wealth Management
Florida
$631K +$2.25K +85 +0.4%
IRF
239
IBM Retirement Fund
New York
$626K -$889K -33,656 -59%
SO
240
STRS Ohio
Ohio
$613K +$50.7K +1,923 +9%
TG
241
TLP Group
Illinois
$613K +$613K +23,200 New
WAM
242
World Asset Management
Michigan
$611K -$80.6K -3,051 -12%
PAM
243
Paradigm Asset Management
New York
$610K +$610K +23,100 New
FAM
244
Formidable Asset Management
Ohio
$609K +$467K +19,424 +328%
SAM
245
Securian Asset Management
Minnesota
$601K +$1.59K +60 +0.3%
HCM
246
Herndon Capital Management
Georgia
$596K -$8.41K -318 -1%
CAM
247
Capstone Asset Management
Texas
$593K -$15.1K -570 -2%
OIA
248
Optimum Investment Advisors
Illinois
$592K -$25.1K -950 -4%
BTS
249
BB&T Securities
Virginia
$588K +$279K +10,548 +90%
MNBTD
250
Moody National Bank Trust Division
Texas
$582K