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H&R Block

403 hedge funds and large institutions have $4.69B invested in H&R Block in 2016 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 135 increasing their positions, 138 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
Holders Change %
0%
% of All Funds
10.77%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
58
Increased
135
Reduced
138
Closed
54
Calls
$56.2M
Puts
$24.5M
Net Calls
+$31.7M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Shares
Change %
CL
276
Choreo LLC
Illinois
$294K
ECM
277
Everence Capital Management
Indiana
$291K
V
278
Veritable
Delaware
$291K +$6.15K +266 +2%
COPPSERS
279
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$290K -$126K -5,455 -30%
PNC
280
Park National Corp
Ohio
$285K -$20.6K -891 -7%
SCM
281
Sterneck Capital Management
Missouri
$282K
APFBOT
282
Amica Pension Fund Board of Trustees
Rhode Island
$278K
GS
283
GAM Systematic
United Kingdom
$269K +$147K +6,355 +121%
LPL Financial
284
LPL Financial
California
$267K -$321K -14,199 -55%
CICI
285
Capital Investment Counsel Inc
North Carolina
$262K +$262K +11,300 New
FAAS
286
First Allied Advisory Services
California
$260K +$260K +11,233 New
UB
287
UMB Bank
Missouri
$257K +$19.8K +854 +8%
BF
288
BOK Financial
Oklahoma
$256K -$2.41K -104 -0.9%
SIM
289
Sentry Investment Management
Wisconsin
$252K
Korea Investment Corp
290
Korea Investment Corp
South Korea
$250K -$539K -23,300 -68%
HFS
291
HL Financial Services
Kentucky
$239K
WAM
292
Weiss Asset Management
Massachusetts
$239K +$239K +10,303 New
CONA
293
Capital One National Association
New York
$237K +$21.5K +927 +10%
DC
294
Deere & Company
Illinois
$234K
TMAM
295
Tokio Marine Asset Management
Japan
$232K -$12.2K -529 -5%
MLIC
296
Mandatum Life Insurance Company
Finland
$225K
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$222K -$1.36K -59 -0.6%
Cambridge Investment Research Advisors
298
Cambridge Investment Research Advisors
Iowa
$217K +$217K +9,369 New
CT
299
Chicago Trust
Illinois
$208K
BFO
300
Boston Family Office
Massachusetts
$208K