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H&R Block

450 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
9.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
54
Increased
183
Reduced
142
Closed
60
Calls
$27.4M
Puts
$26M
Net Calls
+$1.36M
Net Calls Change
+$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
M&T Bank
226
M&T Bank
New York
$822K -$2.46K -103 -0.3%
THWM
227
Taylor Hoffman Wealth Management
Virginia
$814K +$814K +33,982 New
CS
228
Candriam SCA
Luxembourg
$788K +$126K +5,246 +19%
QIM
229
Quantitative Investment Management
Virginia
$773K +$773K +32,300 New
Public Employees Retirement Association of Colorado
230
Public Employees Retirement Association of Colorado
Colorado
$771K -$180K -7,502 -19%
PAM
231
Premier Asset Management
Illinois
$764K -$4.19K -175 -0.5%
LPL Financial
232
LPL Financial
California
$761K +$14K +584 +2%
NMIMC
233
Northwestern Mutual Investment Management Company
Wisconsin
$748K +$6.13K +256 +0.8%
MLICM
234
Metropolitan Life Insurance Company (MetLife)
New York
$726K -$26.7K -1,116 -4%
ACP
235
Ashfield Capital Partners
California
$718K
CC
236
Cipher Capital
New York
$710K +$52K +2,172 +8%
MSA
237
Mason Street Advisors
Wisconsin
$702K +$8.24K +344 +1%
Mitsubishi UFJ Asset Management
238
Mitsubishi UFJ Asset Management
Japan
$695K +$101K +4,216 +17%
SM
239
Sciencast Management
New Jersey
$691K +$691K +27,731 New
HFS
240
HL Financial Services
Kentucky
$683K -$23.3K -973 -3%
CA
241
Commerzbank Aktiengesellschaft
Germany
$674K +$341K +14,220 +102%
CIP
242
Convergence Investment Partners
Florida
$667K -$1.18M -49,526 -64%
EP
243
Elkfork Partners
Oregon
$663K -$97.7K -4,080 -13%
MOACM
244
Mutual of America Capital Management
New York
$663K +$16.5K +689 +3%
CWM
245
CIBC World Markets
New York
$652K -$35.4K -1,479 -5%
CIBC Asset Management
246
CIBC Asset Management
Ontario, Canada
$651K +$7.83K +327 +1%
TAF
247
Tredje AP-fonden
Sweden
$614K +$614K +25,363 New
Axa
248
Axa
France
$608K -$1.71M -71,500 -74%
CBU
249
CIBC Bank USA
Illinois
$597K +$597K +24,956 New
Jennison Associates
250
Jennison Associates
New York
$588K -$929K -38,757 -61%