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H&R Block

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
69
Increased
146
Reduced
127
Closed
52
Calls
$62.3M
Puts
$48.1M
Net Calls
+$14.2M
Net Calls Change
-$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Brown Advisory
251
Brown Advisory
Maryland
$473K -$31.1K -1,335 -6%
JIM
252
Jensen Investment Management
Oregon
$466K +$60.3K +2,590 +15%
RC
253
RBF Capital
California
$465K
CAM
254
Capstone Asset Management
Texas
$460K -$24.2K -1,040 -5%
SB
255
Suntrust Banks
Georgia
$458K -$103K -4,425 -18%
OIA
256
Optimum Investment Advisors
Illinois
$454K
FIM
257
Freedom Investment Management
Connecticut
$449K +$15.3K +657 +4%
Teacher Retirement System of Texas
258
Teacher Retirement System of Texas
Texas
$449K +$449K +19,298 New
SMDAM
259
Sumitomo Mitsui DS Asset Management
Japan
$448K +$55.9K +2,406 +14%
KBC Group
260
KBC Group
Belgium
$443K
Commonwealth Equity Services
261
Commonwealth Equity Services
Massachusetts
$439K +$155K +6,678 +55%
IA
262
IFP Advisors
Florida
$433K -$41.3K -1,776 -9%
MYAM
263
Meiji Yasuda Asset Management
Japan
$432K +$39.5K +1,700 +10%
MCIM
264
Meadow Creek Investment Management
Georgia
$421K -$1.38M -59,400 -77%
NSEDCP
265
NJ State Employees Deferred Compensation Plan
New Jersey
$419K
DnB Asset Management
266
DnB Asset Management
Norway
$411K +$90.7K +3,900 +28%
MYLI
267
Meiji Yasuda Life Insurance
Japan
$405K +$37.2K +1,600 +10%
AMI
268
Amica Mutual Insurance
Rhode Island
$404K
LPL Financial
269
LPL Financial
California
$401K -$309K -13,329 -44%
DVM
270
Dreman Value Management
Florida
$395K
CBU
271
CIBC Bank USA
Illinois
$387K +$387K +16,667 New
LS
272
Livforsakringsbolaget Skandia
Sweden
$385K -$295K -12,700 -43%
DILIC
273
Dai-ichi Life Insurance Company
Japan
$381K
CD
274
Carl Domino
Florida
$376K -$48.1K -2,070 -11%
SOADOR
275
State of Alaska Department of Revenue
Alaska
$372K -$796K -34,248 -68%