HRB icon

H&R Block

375 hedge funds and large institutions have $2.76B invested in H&R Block in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-7
Holders Change %
-1.83%
% of All Funds
7.59%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
67
Increased
119
Reduced
141
Closed
72
Calls
$19.6M
Puts
$24.4M
Net Calls
-$4.8M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
226
PNC Financial Services Group
Pennsylvania
$361K -$70.9K -4,354 -16%
Zurich Cantonal Bank
227
Zurich Cantonal Bank
Switzerland
$359K -$134K -8,211 -27%
AIC
228
Archer Investment Corporation
Indiana
$358K +$358K +22,000 New
EWM
229
Endurance Wealth Management
Rhode Island
$337K -$37.5K -2,300 -10%
Bessemer Group
230
Bessemer Group
New Jersey
$335K -$39.3K -2,412 -11%
ECM
231
ETrade Capital Management
Virginia
$335K -$28.2K -1,732 -8%
LAM
232
Lingohr Asset Management
Germany
$332K +$54.3K +3,332 +20%
CIAS
233
Capital Investment Advisory Services
North Carolina
$330K +$49 +3 +0%
QI
234
QS Investors
New York
$322K -$414K -25,317 -56%
First Manhattan
235
First Manhattan
New York
$319K -$188K -11,578 -37%
RJFSA
236
Raymond James Financial Services Advisors
Florida
$318K +$318K +19,534 New
KWM
237
Kingsview Wealth Management
Oregon
$317K +$317K +19,483 New
CICI
238
Capital Investment Counsel Inc
North Carolina
$307K +$16.3K +1,000 +6%
PHK
239
Point72 Hong Kong
Hong Kong
$305K -$670K -41,113 -69%
SAM
240
Securian Asset Management
Minnesota
$305K +$19.2K +1,179 +7%
OTPPB
241
Ontario Teachers' Pension Plan Board
Ontario, Canada
$302K -$307K -18,862 -50%
SC
242
Scotia Capital
Ontario, Canada
$302K +$302K +18,539 New
EMG
243
ETF Managers Group
New Jersey
$295K +$18.1K +1,116 +7%
NSEDCP
244
NJ State Employees Deferred Compensation Plan
New Jersey
$293K
PAS
245
Park Avenue Securities
New York
$291K -$5.46K -335 -2%
PAMU
246
Pictet Asset Management (UK)
United Kingdom
$290K -$183K -11,249 -39%
HT
247
HAP Trading
New York
$282K +$282K +17,284 New
SS
248
Simplicity Solutions
Minnesota
$279K -$14.6K -896 -5%
Verition Fund Management
249
Verition Fund Management
Connecticut
$271K -$923K -56,565 -77%
RT
250
Rockland Trust
Massachusetts
$271K -$54.6K -3,359 -17%