HRB icon

H&R Block

450 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
9.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
54
Increased
183
Reduced
142
Closed
60
Calls
$27.4M
Puts
$26M
Net Calls
+$1.36M
Net Calls Change
+$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DA
251
Denali Advisors
California
$577K +$577K +24,100 New
QT
252
Quantbot Technologies
New York
$570K -$180K -7,526 -24%
Commonwealth Equity Services
253
Commonwealth Equity Services
Massachusetts
$552K +$143K +5,996 +35%
GHCM
254
Glen Harbor Capital Management
California
$546K -$80.5K -3,360 -13%
FL
255
Fort LP
Maryland
$538K +$256K +10,700 +91%
WBC
256
Westpac Banking Corp
Australia
$534K +$215K +8,978 +67%
LIM
257
Loudon Investment Management
New Hampshire
$528K -$496K -20,725 -48%
B
258
BP
United Kingdom
$527K
NA
259
Navellier & Associates
Nevada
$527K +$69.9K +2,917 +15%
MML Investors Services
260
MML Investors Services
Massachusetts
$524K +$91.2K +3,807 +21%
SAM
261
Securian Asset Management
Minnesota
$508K +$6.44K +269 +1%
Group One Trading
262
Group One Trading
Illinois
$501K +$501K +20,924 New
RCM
263
Riverhead Capital Management
Delaware
$491K -$71.8K -3,000 -13%
CAM
264
Claret Asset Management
Quebec, Canada
$482K +$4.24K +177 +0.9%
RC
265
RBF Capital
California
$479K
Neuberger Berman Group
266
Neuberger Berman Group
New York
$452K +$452K +18,861 New
OFG
267
OmniStar Financial Group
North Carolina
$451K +$451K +18,839 New
FC
268
Ferris Capital
Massachusetts
$448K -$2.3K -96 -0.5%
SB
269
Suntrust Banks
Georgia
$437K +$13K +542 +3%
Qube Research & Technologies (QRT)
270
Qube Research & Technologies (QRT)
United Kingdom
$437K +$119K +4,989 +38%
NAM
271
Nissay Asset Management
Japan
$432K +$17.7K +740 +4%
NSEDCP
272
NJ State Employees Deferred Compensation Plan
New Jersey
$431K
MCIM
273
Meadow Creek Investment Management
Georgia
$429K -$63.2K -2,640 -13%
HW
274
Hancock Whitney
Mississippi
$428K +$428K +17,895 New
AI
275
ArchPoint Investors
Florida
$414K +$41.3K +1,705 +11%