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H&R Block

443 hedge funds and large institutions have $4.54B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 179 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+11
Holders Change %
+2.55%
% of All Funds
8.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
78
Increased
120
Reduced
179
Closed
56
Calls
$13.1M
Puts
$13.5M
Net Calls
-$468K
Net Calls Change
-$4.56M
Name Holding Trade Value Shares
Change
Shares
Change %
US Bancorp
251
US Bancorp
Minnesota
$635K -$215K -9,146 -25%
AGM
252
Alpine Global Management
New York
$619K +$619K +26,367 New
MERSOM
253
Municipal Employees' Retirement System of Michigan
Michigan
$617K +$133K +5,660 +27%
BCM
254
Bayesian Capital Management
New York
$615K +$615K +26,200 New
MOACM
255
Mutual of America Capital Management
New York
$614K -$16.6K -707 -3%
NB
256
Norinchukin Bank
Japan
$607K -$74.2K -3,161 -11%
Creative Planning
257
Creative Planning
Kansas
$595K +$336K +14,308 +129%
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$594K +$92.1K +3,925 +18%
OSAM
259
O'Shaughnessy Asset Management
Connecticut
$593K -$197K -8,387 -25%
PAM
260
Premier Asset Management
Illinois
$593K -$156K -6,650 -21%
OAM
261
Optimal Asset Management
California
$588K +$588K +25,036 New
WG
262
Winton Group
United Kingdom
$586K -$1.7M -72,519 -74%
CIBC World Market
263
CIBC World Market
Ontario, Canada
$571K -$866K -36,891 -60%
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$564K -$1.03K -44 -0.2%
IA
265
IFP Advisors
Florida
$558K +$337K +14,385 +152%
WBC
266
Westpac Banking Corp
Australia
$552K -$12.6K -535 -2%
CIBC Private Wealth Group
267
CIBC Private Wealth Group
Georgia
$542K -$1.04M -44,471 -66%
CS
268
Candriam SCA
Luxembourg
$539K +$539K +22,949 New
AI
269
ArchPoint Investors
Florida
$518K
B
270
BP
United Kingdom
$517K
Nomura Asset Management
271
Nomura Asset Management
Japan
$495K -$772K -32,865 -61%
PCS
272
Personal CFO Solutions
New Jersey
$484K +$484K +20,630 New
Mariner
273
Mariner
Kansas
$482K +$1.9K +81 +0.4%
GCP
274
GSA Capital Partners
United Kingdom
$472K -$747K -31,852 -61%
RC
275
RBF Capital
California
$470K