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H&R Block

450 hedge funds and large institutions have $4.51B invested in H&R Block in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
55
Increased
145
Reduced
162
Closed
52
Calls
$60.8M
Puts
$120M
Net Calls
-$59.5M
Net Calls Change
-$77.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
276
Claret Asset Management
Quebec, Canada
$484K +$17.7K +775 +4%
VI
277
Versor Investments
New York
$481K -$636K -27,900 -57%
SAM
278
Securian Asset Management
Minnesota
$481K +$1.03K +45 +0.2%
Loomis, Sayles & Company
279
Loomis, Sayles & Company
Massachusetts
$476K +$209K +9,190 +79%
SCC
280
Spring Creek Capital
Kansas
$465K +$465K +20,423 New
PG
281
Pendal Group
Australia
$463K +$168K +7,354 +57%
RC
282
RBF Capital
California
$456K
NMERB
283
New Mexico Educational Retirement Board
New Mexico
$454K
KBC Group
284
KBC Group
Belgium
$442K -$83.2K -3,649 -16%
AW
285
Alpha Windward
Massachusetts
$441K +$441K +19,370 New
RJA
286
Raymond James & Associates
Florida
$437K -$6.57K -288 -1%
FC
287
Ferris Capital
Massachusetts
$429K
FIM
288
Freedom Investment Management
Connecticut
$416K +$23.6K +1,037 +6%
Balyasny Asset Management
289
Balyasny Asset Management
Illinois
$411K +$411K +18,041 New
CS
290
Candriam SCA
Luxembourg
$410K -$398K -17,471 -49%
NSEDCP
291
NJ State Employees Deferred Compensation Plan
New Jersey
$410K
SRAM
292
Stone Ridge Asset Management
New York
$409K
NIMI
293
Natixis Investment Managers International
France
$406K +$315K +13,830 +348%
6M
294
6 Meridian
Kansas
$403K -$6.72K -295 -2%
Bank of Nova Scotia
295
Bank of Nova Scotia
Ontario, Canada
$394K -$86.7K -3,804 -18%
CGH
296
Crossmark Global Holdings
Texas
$392K -$18.9K -830 -5%
NAM
297
Nissay Asset Management
Japan
$380K +$11.3K +496 +3%
SB
298
Suntrust Banks
Georgia
$373K -$34.4K -1,512 -8%
AAM
299
Azzad Asset Management
Virginia
$354K
Pacer Advisors
300
Pacer Advisors
Pennsylvania
$352K +$77.3K +3,391 +28%