HRB icon

H&R Block

367 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
59
Increased
99
Reduced
155
Closed
63
Calls
$23.2M
Puts
$25.8M
Net Calls
-$2.65M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
226
Capital Investment Advisory Services
North Carolina
$316K -$5.52K -348 -2%
FAM
227
Formidable Asset Management
Ohio
$310K -$153K -9,741 -33%
QC
228
Quadrature Capital
United Kingdom
$287K -$2.31M -146,012 -89%
SC
229
Scotia Capital
Ontario, Canada
$287K -$7.03K -443 -2%
NSEDCP
230
NJ State Employees Deferred Compensation Plan
New Jersey
$285K
VF
231
Virtu Financial
New York
$284K +$284K +17,921 New
PAMU
232
Pictet Asset Management (UK)
United Kingdom
$282K
Teacher Retirement System of Texas
233
Teacher Retirement System of Texas
Texas
$282K +$105K +6,622 +59%
SAM
234
Securian Asset Management
Minnesota
$276K -$21.4K -1,346 -7%
WG
235
Winton Group
United Kingdom
$274K +$274K +17,267 New
EWM
236
Endurance Wealth Management
Rhode Island
$271K -$56.7K -3,575 -17%
Cetera Investment Advisers
237
Cetera Investment Advisers
Illinois
$267K +$267K +16,831 New
AA
238
AQR Arbitrage
Connecticut
$266K +$266K +16,975 New
TRCT
239
Tower Research Capital (TRC)
New York
$265K +$46.8K +2,951 +21%
RT
240
Rockland Trust
Massachusetts
$264K
FCH
241
Freestone Capital Holdings
Washington
$261K -$153K -9,627 -37%
SS
242
Simplicity Solutions
Minnesota
$260K -$11.2K -708 -4%
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$255K -$97.8K -6,144 -28%
Cambridge Investment Research Advisors
244
Cambridge Investment Research Advisors
Iowa
$251K -$279K -17,607 -53%
Brown Advisory
245
Brown Advisory
Maryland
$251K
PAM
246
Premier Asset Management
Illinois
$251K +$36.5K +2,300 +17%
CGH
247
Crossmark Global Holdings
Texas
$245K +$70.4K +4,440 +40%
ProShare Advisors
248
ProShare Advisors
Maryland
$239K -$1.04M -65,390 -81%
RC
249
RBF Capital
California
$238K
LB
250
Legacy Bridge
Iowa
$232K +$203K +12,825 +713%