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H&R Block

460 hedge funds and large institutions have $4.93B invested in H&R Block in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+23
Holders Change %
+5.26%
% of All Funds
10.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
65
Increased
150
Reduced
162
Closed
38
Calls
$38.8M
Puts
$82.7M
Net Calls
-$43.9M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
276
Commonwealth Equity Services
Massachusetts
$433K -$95.5K -3,766 -18%
NVCHI
277
New Vernon Capital Holdings II
New Jersey
$433K +$88.7K +3,494 +26%
LP
278
LMR Partners
United Kingdom
$432K +$432K +17,009 New
QAM
279
Quantres Asset Management
Cayman Islands
$411K -$754K -29,700 -65%
FIM
280
Freedom Investment Management
Connecticut
$406K -$214K -8,452 -35%
VI
281
Versor Investments
New York
$393K +$393K +15,500 New
AI
282
ArchPoint Investors
Florida
$390K +$390K +15,390 New
SCI
283
S&CO Inc
Massachusetts
$381K
FCM
284
Flinton Capital Management
Pennsylvania
$379K -$43.4K -1,712 -10%
CGH
285
Crossmark Global Holdings
Texas
$369K -$68.2K -2,687 -16%
QC
286
Quadrature Capital
United Kingdom
$368K +$368K +14,508 New
DILIC
287
Dai-ichi Life Insurance Company
Japan
$367K
Balyasny Asset Management
288
Balyasny Asset Management
Illinois
$364K +$364K +14,331 New
KBC Group
289
KBC Group
Belgium
$359K
MERSOM
290
Municipal Employees' Retirement System of Michigan
Michigan
$359K +$359K +14,160 New
CA
291
Commerzbank Aktiengesellschaft
Germany
$353K -$755K -29,769 -68%
II
292
IFM Investors
Australia
$349K +$35K +1,380 +11%
LS
293
Livforsakringsbolaget Skandia
Sweden
$342K
WBC
294
Westpac Banking Corp
Australia
$338K
Qube Research & Technologies (QRT)
295
Qube Research & Technologies (QRT)
United Kingdom
$337K +$168K +6,628 +100%
LIC
296
Lodestar Investment Counsel
Illinois
$335K
SMDAM
297
Sumitomo Mitsui DS Asset Management
Japan
$333K
WAM
298
World Asset Management
Michigan
$331K -$15.5K -612 -4%
Brown Advisory
299
Brown Advisory
Maryland
$330K +$2.42K +95 +0.7%
LTFS
300
Ladenburg Thalmann Financial Services
Florida
$327K +$157K +6,229 +93%