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H&R Block

450 hedge funds and large institutions have $4.51B invested in H&R Block in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
55
Increased
145
Reduced
162
Closed
52
Calls
$60.8M
Puts
$120M
Net Calls
-$59.5M
Net Calls Change
-$77.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Nomura Asset Management
226
Nomura Asset Management
Japan
$943K
DnB Asset Management
227
DnB Asset Management
Norway
$920K
NMIMC
228
Northwestern Mutual Investment Management Company
Wisconsin
$913K +$45.8K +2,008 +5%
Public Employees Retirement Association of Colorado
229
Public Employees Retirement Association of Colorado
Colorado
$910K -$1.78K -78 -0.2%
FTIOP
230
Fiduciary Trust International of Pennsylvania
Pennsylvania
$900K
Baird Financial Group
231
Baird Financial Group
Wisconsin
$899K -$1.42M -62,326 -61%
HIMCH
232
Hartford Investment Management Co (HIMCO)
Connecticut
$899K -$850K -37,327 -49%
HI
233
Horizon Investments
North Carolina
$888K +$888K +39,000 New
SEC
234
Seven Eight Capital
New York
$883K -$5.64M -247,600 -86%
URS
235
Utah Retirement Systems
Utah
$882K +$4.55K +200 +0.5%
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$879K -$12.5K -550 -1%
VIA
237
Vident Investment Advisory
Georgia
$856K +$132K +5,810 +18%
Neuberger Berman Group
238
Neuberger Berman Group
New York
$854K +$373K +15,908 +78%
HighTower Advisors
239
HighTower Advisors
Illinois
$813K +$542K +23,795 +200%
JPMPWA
240
J.P. Morgan Private Wealth Advisors
California
$807K -$979 -43 -0.1%
FAM
241
Formidable Asset Management
Ohio
$796K -$29.7K -1,302 -4%
FAN
242
Financial Advisors Network
California
$791K +$791K +34,714 New
QI
243
QS Investors
New York
$790K
AA
244
ALPS Advisors
Colorado
$781K +$32.3K +1,419 +4%
MAM
245
Meeder Asset Management
Ohio
$778K +$49.5K +2,172 +7%
M&T Bank
246
M&T Bank
New York
$774K -$1.87K -82 -0.2%
MSV
247
MN Services Vermogensbeheer
Netherlands
$766K
MLICM
248
Metropolitan Life Insurance Company (MetLife)
New York
$757K +$98.5K +4,323 +15%
US Bancorp
249
US Bancorp
Minnesota
$732K -$9.73K -427 -1%
PAM
250
Premier Asset Management
Illinois
$731K