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H&R Block

450 hedge funds and large institutions have $4.51B invested in H&R Block in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
55
Increased
145
Reduced
162
Closed
52
Calls
$60.8M
Puts
$120M
Net Calls
-$59.5M
Net Calls Change
-$77.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC World Market
251
CIBC World Market
Ontario, Canada
$730K +$730K +32,046 New
Mitsubishi UFJ Asset Management
252
Mitsubishi UFJ Asset Management
Japan
$714K -$4.67K -205 -0.7%
AIM
253
Achmea Investment Management
Netherlands
$702K -$144K -6,333 -17%
FCM
254
Flinton Capital Management
Pennsylvania
$691K +$23K +1,008 +3%
ACP
255
Ashfield Capital Partners
California
$683K
MSA
256
Mason Street Advisors
Wisconsin
$669K +$5.24K +230 +0.8%
CCM
257
Cadence Capital Management
Massachusetts
$646K +$24.7K +1,083 +4%
MOACM
258
Mutual of America Capital Management
New York
$615K +$6.4K +281 +1%
LPL Financial
259
LPL Financial
California
$604K +$22.4K +984 +4%
HRCM
260
Hawk Ridge Capital Management
California
$604K +$604K +26,500 New
SBWM
261
Sunflower Bank Wealth Management
Arizona
$600K +$600K +26,352 New
CIBC Asset Management
262
CIBC Asset Management
Ontario, Canada
$596K -$4.42K -194 -0.7%
JIM
263
Jensen Investment Management
Oregon
$593K
WI
264
WBI Investments
New Jersey
$590K -$500K -21,948 -46%
AG
265
Advisor Group
Arizona
$587K -$39.8K -1,750 -6%
TC
266
Trilogy Capital
California
$581K -$4.24K -186 -0.7%
WCM
267
Wedge Capital Management
North Carolina
$552K +$31.1K +1,366 +6%
NB
268
Norinchukin Bank
Japan
$540K +$104K +4,546 +24%
Holocene Advisors
269
Holocene Advisors
New York
$523K +$146K +6,430 +39%
OPERF
270
Oregon Public Employees Retirement Fund
Oregon
$517K +$4.08K +179 +0.8%
PCM
271
Prelude Capital Management
New York
$515K +$120K +5,256 +30%
TRSOTSOK
272
Teachers Retirement System of the State of Kentucky
Kentucky
$513K -$13.2M -578,800 -96%
COPPSERS
273
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$499K +$72.8K +3,193 +17%
CIP
274
Convergence Investment Partners
Florida
$492K +$491K +21,550 +42,255%
Commonwealth Equity Services
275
Commonwealth Equity Services
Massachusetts
$489K -$53.3K -2,338 -10%