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H&R Block

432 hedge funds and large institutions have $4.9B invested in H&R Block in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 173 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
-21
Holders Change %
-4.64%
% of All Funds
9.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
138
Reduced
173
Closed
65
Calls
$16.2M
Puts
$12.1M
Net Calls
+$4.09M
Net Calls Change
+$681K
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
226
Hussman Strategic Advisors
Maryland
$827K
AA
227
ALPS Advisors
Colorado
$825K -$219K -9,263 -21%
Grantham, Mayo, Van Otterloo & Co (GMO)
228
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$824K +$555K +23,500 +206%
FM
229
Foster & Motley
Ohio
$821K -$28.7K -1,217 -3%
Nomura Holdings
230
Nomura Holdings
Japan
$808K +$808K +34,500 New
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$795K -$142K -6,000 -15%
NA
232
Navellier & Associates
Nevada
$793K +$159K +6,735 +25%
Natixis Advisors
233
Natixis Advisors
Massachusetts
$789K -$57.5K -2,433 -7%
VF
234
Virtu Financial
New York
$784K +$784K +33,225 New
QT
235
Quantbot Technologies
New York
$775K +$741K +31,415 +2,203%
PAM
236
Premier Asset Management
Illinois
$754K
Public Employees Retirement Association of Colorado
237
Public Employees Retirement Association of Colorado
Colorado
$753K
CI Investments Inc
238
CI Investments Inc
Ontario, Canada
$751K +$751K +31,799 New
MLICM
239
Metropolitan Life Insurance Company (MetLife)
New York
$748K -$13.8K -585 -2%
MF
240
Magnetar Financial
Illinois
$741K +$540K +22,848 +269%
CCP
241
Corient Capital Partners
California
$739K -$316K -13,398 -30%
RIM
242
Redwood Investment Management
Arizona
$712K +$191K +8,094 +37%
ACP
243
Ashfield Capital Partners
California
$709K
MAM
244
Meeder Asset Management
Ohio
$697K -$526K -22,272 -43%
AIL
245
AGF Investments LLC
Ontario, Canada
$694K +$280K +11,844 +68%
NB
246
Norinchukin Bank
Japan
$685K +$8.38K +355 +1%
MSA
247
Mason Street Advisors
Wisconsin
$675K -$9.37K -397 -1%
LPL Financial
248
LPL Financial
California
$666K -$26K -1,100 -4%
CCIA
249
Campbell & Co Investment Adviser
Maryland
$659K +$371K +15,699 +129%
Pzena Investment Management
250
Pzena Investment Management
New York
$653K +$372K +15,756 +132%