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H&R Block

375 hedge funds and large institutions have $2.76B invested in H&R Block in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-7
Holders Change %
-1.83%
% of All Funds
7.59%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
67
Increased
119
Reduced
141
Closed
72
Calls
$19.6M
Puts
$24.4M
Net Calls
-$4.8M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
CL
251
Choreo LLC
Illinois
$262K +$262K +15,802 New
UH
252
Unigestion Holding
Switzerland
$261K -$3.14M -192,470 -92%
Brown Advisory
253
Brown Advisory
Maryland
$257K -$9.49K -583 -4%
VIA
254
Vident Investment Advisory
Georgia
$249K +$249K +15,292 New
HS
255
Haafor (Singapore)
Singapore
$246K +$246K +15,095 New
RC
256
RBF Capital
California
$244K -$81.3K -5,000 -25%
BCM
257
Brookstone Capital Management
Illinois
$243K +$243K +14,903 New
AOWM
258
Alpha Omega Wealth Management
Virginia
$237K +$65.4K +4,020 +38%
Commonwealth Equity Services
259
Commonwealth Equity Services
Massachusetts
$236K -$1.59K -98 -0.7%
CT
260
Chicago Trust
Illinois
$236K +$65.1K +4,000 +38%
Capstone Investment Advisors
261
Capstone Investment Advisors
New York
$234K +$103K +6,351 +79%
AIL
262
AGF Investments LLC
Ontario, Canada
$231K -$821K -50,343 -78%
AII
263
AGF Investments Inc
Ontario, Canada
$228K +$23.2K +1,424 +11%
Assenagon Asset Management
264
Assenagon Asset Management
Luxembourg
$226K +$226K +13,876 New
TRCT
265
Tower Research Capital (TRC)
New York
$224K -$807K -49,533 -78%
PAM
266
Premier Asset Management
Illinois
$220K +$220K +13,500 New
BCWM
267
Bartlett & Co Wealth Management
Ohio
$218K
JPMPWA
268
J.P. Morgan Private Wealth Advisors
California
$217K +$24.4K +1,502 +13%
BC
269
Bartlett & Co
Ohio
$215K
PCM
270
Prelude Capital Management
New York
$214K +$214K +13,167 New
CIBC World Market
271
CIBC World Market
Ontario, Canada
$211K -$469K -28,783 -69%
PTC
272
Petrus Trust Company
Texas
$209K +$209K +12,841 New
GEM
273
Global Endowment Management
North Carolina
$207K
LFAS
274
Level Four Advisory Services
Texas
$204K -$32.1K -1,968 -14%
WAM
275
World Asset Management
Michigan
$202K +$202K +12,377 New