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H&R Block

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-60
Holders Change %
-13.54%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
127
Reduced
148
Closed
101
Calls
$8.34M
Puts
$9.66M
Net Calls
-$1.32M
Net Calls Change
-$852K
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
251
CIBC Private Wealth Group
Georgia
$216K -$110K -7,783 -34%
BAM
252
Blueshift Asset Management
New Jersey
$211K -$921K -65,484 -81%
Creative Planning
253
Creative Planning
Kansas
$210K -$146K -10,418 -41%
OFG
254
OmniStar Financial Group
North Carolina
$205K +$205K +14,529 New
CWM
255
CIBC World Markets
New York
$201K -$942K -66,995 -82%
Mariner
256
Mariner
Kansas
$201K -$89.6K -6,322 -31%
CGH
257
Crossmark Global Holdings
Texas
$201K +$10.1K +716 +5%
ECM
258
ExodusPoint Capital Management
New York
$194K -$2.26M -160,152 -92%
BCWM
259
Bartlett & Co Wealth Management
Ohio
$189K
KRS
260
Kentucky Retirement Systems
Kentucky
$188K +$46.4K +3,289 +33%
BC
261
Bartlett & Co
Ohio
$186K +$186K +13,200 New
Neuberger Berman Group
262
Neuberger Berman Group
New York
$182K -$28.4K -2,016 -14%
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$181K +$15.8K +1,124 +10%
GEM
264
Global Endowment Management
North Carolina
$179K
COPPSERS
265
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$176K -$1.4K -99 -0.8%
NMERB
266
New Mexico Educational Retirement Board
New Mexico
$173K -$47.2K -3,350 -21%
CAN
267
Cetera Advisor Networks
California
$171K +$49.8K +3,536 +41%
LS
268
Livforsakringsbolaget Skandia
Sweden
$163K
EMG
269
ETF Managers Group
New Jersey
$163K +$16.7K +1,196 +11%
SW
270
SteelPeak Wealth
California
$162K +$162K +11,524 New
PTC
271
Petrus Trust Company
Texas
$160K +$160K +11,355 New
AOWM
272
Alpha Omega Wealth Management
Virginia
$153K +$153K +10,851 New
JPMPWA
273
J.P. Morgan Private Wealth Advisors
California
$153K +$153K +10,894 New
WAM
274
World Asset Management
Michigan
$150K -$59.7K -4,241 -28%
ICM
275
Invenomic Capital Management
Massachusetts
$149K +$149K +10,574 New