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H&R Block

460 hedge funds and large institutions have $4.93B invested in H&R Block in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+23
Holders Change %
+5.26%
% of All Funds
10.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
65
Increased
150
Reduced
162
Closed
38
Calls
$38.8M
Puts
$82.7M
Net Calls
-$43.9M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
KeyBank National Association
226
KeyBank National Association
Ohio
$801K -$232K -9,132 -22%
MLICM
227
Metropolitan Life Insurance Company (MetLife)
New York
$798K -$2.64K -104 -0.3%
QT
228
Quantbot Technologies
New York
$796K +$486K +19,171 +157%
OAC
229
OMERS Administration Corp
Ontario, Canada
$792K -$1.48M -58,300 -65%
LPL Financial
230
LPL Financial
California
$792K -$13.7K -540 -2%
NMIMC
231
Northwestern Mutual Investment Management Company
Wisconsin
$786K -$127K -4,991 -14%
AIM
232
Achmea Investment Management
Netherlands
$782K
SBWM
233
Sunflower Bank Wealth Management
Arizona
$771K +$103K +4,055 +15%
ACP
234
Ashfield Capital Partners
California
$761K
TC
235
Trilogy Capital
California
$759K +$160K +6,293 +27%
HFS
236
HL Financial Services
Kentucky
$748K +$7.53K +297 +1%
MSV
237
MN Services Vermogensbeheer
Netherlands
$746K
JIM
238
Jupiter Investment Management
United Kingdom
$743K +$743K +29,300 New
MSA
239
Mason Street Advisors
Wisconsin
$735K +$2.16K +85 +0.3%
CWM
240
CIBC World Markets
New York
$728K -$1.01M -39,687 -58%
CS
241
Candriam SCA
Luxembourg
$702K +$702K +27,679 New
NIT
242
NumerixS Investment Technologies
British Columbia, Canada
$698K -$120K -4,745 -15%
CC
243
Cipher Capital
New York
$697K +$697K +27,472 New
MOACM
244
Mutual of America Capital Management
New York
$685K +$11.2K +440 +2%
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$681K -$16.6K -656 -2%
US Bancorp
246
US Bancorp
Minnesota
$670K -$146K -5,750 -18%
GHCM
247
Glen Harbor Capital Management
California
$663K -$76K -2,996 -10%
NIPH
248
NN Investment Partners Holdings
Netherlands
$659K +$543K +21,397 +466%
IFWM
249
Institute for Wealth Management
Colorado
$657K +$657K +25,957 New
Mackenzie Financial
250
Mackenzie Financial
Ontario, Canada
$649K +$68.5K +2,699 +12%