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H&R Block

367 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
59
Increased
99
Reduced
155
Closed
63
Calls
$23.2M
Puts
$25.8M
Net Calls
-$2.65M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Shares
Change %
CT
251
Chicago Trust
Illinois
$230K
CL
252
Choreo LLC
Illinois
$229K -$26.2K -1,620 -10%
II
253
Inspire Investing
Idaho
$227K +$227K +14,312 New
AOWM
254
Alpha Omega Wealth Management
Virginia
$219K -$12.2K -767 -5%
BCWM
255
Bartlett & Co Wealth Management
Ohio
$213K
GTCM
256
Gyon Technologies Capital Management
New Jersey
$210K +$210K +13,224 New
DCM
257
Dupont Capital Management
Delaware
$210K +$210K +13,252 New
BC
258
Bartlett & Co
Ohio
$209K
CAM
259
Claret Asset Management
Quebec, Canada
$209K +$19.8K +1,250 +10%
HW
260
Hancock Whitney
Mississippi
$201K +$201K +12,650 New
JF
261
Jump Financial
Illinois
$186K -$984K -61,870 -84%
UH
262
Unigestion Holding
Switzerland
$186K -$68K -4,284 -27%
LS
263
Livforsakringsbolaget Skandia
Sweden
$184K
WAM
264
World Asset Management
Michigan
$182K -$14.3K -899 -7%
Verition Fund Management
265
Verition Fund Management
Connecticut
$179K -$83.8K -5,297 -32%
Fifth Third Bancorp
266
Fifth Third Bancorp
Ohio
$179K -$16.6K -1,046 -8%
LFAS
267
Level Four Advisory Services
Texas
$175K -$23.5K -1,483 -12%
CAGAS
268
Capital Advisory Group Advisory Services
Minnesota
$175K +$33.8K +2,129 +24%
KWM
269
Kingsview Wealth Management
Oregon
$170K -$139K -8,766 -45%
OCAM
270
Onex Canada Asset Management
Ontario, Canada
$169K +$6.35K +400 +4%
SPC
271
Sigma Planning Corp
Michigan
$169K +$169K +10,678 New
LIA
272
LS Investment Advisors
Michigan
$168K
Capstone Investment Advisors
273
Capstone Investment Advisors
New York
$164K -$64.2K -4,038 -28%
URS
274
Utah Retirement Systems
Utah
$159K +$159K +10,000 New
Skandinaviska Enskilda Banken (SEB)
275
Skandinaviska Enskilda Banken (SEB)
Sweden
$151K