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H&R Block

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-60
Holders Change %
-13.54%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
127
Reduced
148
Closed
101
Calls
$8.34M
Puts
$9.66M
Net Calls
-$1.32M
Net Calls Change
-$852K
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
226
Corient Capital Partners
California
$315K -$123K -8,740 -28%
FM
227
Foster & Motley
Ohio
$315K -$101K -7,155 -24%
SC
228
Scotia Capital
Ontario, Canada
$298K -$1.04M -73,515 -78%
FAAS
229
First Allied Advisory Services
California
$294K +$86.9K +6,178 +42%
APF
230
Alaska Permanent Fund
Alaska
$289K +$289K +20,500 New
SS
231
Simplicity Solutions
Minnesota
$287K +$287K +20,375 New
Wolverine Trading
232
Wolverine Trading
Illinois
$286K +$70.7K +5,056 +33%
SLF
233
Sun Life Financial
Ontario, Canada
$284K +$284K +20,193 New
RC
234
RBF Capital
California
$282K
Commonwealth Equity Services
235
Commonwealth Equity Services
Massachusetts
$272K -$83.5K -5,944 -23%
IA
236
IFP Advisors
Florida
$270K -$111K -6,927 -29%
SAM
237
Securian Asset Management
Minnesota
$267K -$5.75K -409 -2%
Brown Advisory
238
Brown Advisory
Maryland
$267K
OPERF
239
Oregon Public Employees Retirement Fund
Oregon
$266K -$5.15K -366 -2%
PCS
240
Personal CFO Solutions
New Jersey
$262K -$28K -1,993 -10%
TRSOTSOK
241
Teachers Retirement System of the State of Kentucky
Kentucky
$260K
NSEDCP
242
NJ State Employees Deferred Compensation Plan
New Jersey
$253K
LAM
243
Lingohr Asset Management
Germany
$251K -$281K -20,000 -53%
Royal London Asset Management
244
Royal London Asset Management
United Kingdom
$245K +$245K +17,499 New
CICI
245
Capital Investment Counsel Inc
North Carolina
$244K +$21.8K +1,550 +10%
MML Investors Services
246
MML Investors Services
Massachusetts
$243K +$47K +3,331 +24%
CIBC Asset Management
247
CIBC Asset Management
Ontario, Canada
$238K -$100K -7,115 -30%
NB
248
Norinchukin Bank
Japan
$230K -$134K -9,514 -37%
PI
249
PineBridge Investments
New York
$228K +$212K +15,007 +1,285%
CAM
250
Claret Asset Management
Quebec, Canada
$220K -$1.47K -104 -0.7%