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H&R Block

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-60
Holders Change %
-13.54%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
127
Reduced
148
Closed
101
Calls
$8.34M
Puts
$9.66M
Net Calls
-$1.32M
Net Calls Change
-$852K
Name Holding Trade Value Shares
Change
Shares
Change %
CT
276
Chicago Trust
Illinois
$148K +$148K +10,500 New
PNC
277
Park National Corp
Ohio
$144K -$4.3K -305 -3%
CL
278
Choreo LLC
Illinois
$144K
OCAM
279
Onex Canada Asset Management
Ontario, Canada
$144K
V
280
Veritable
Delaware
$144K +$1.37K +97 +1%
Mitsubishi UFJ Asset Management
281
Mitsubishi UFJ Asset Management
Japan
$142K +$21.3K +1,512 +18%
NMIMC
282
Northwestern Mutual Investment Management Company
Wisconsin
$142K +$35.5K +2,530 +33%
FA
283
Fortis Advisors
Pennsylvania
$131K -$5.88K -418 -4%
LIA
284
LS Investment Advisors
Michigan
$128K +$4.08K +289 +3%
Walleye Trading
285
Walleye Trading
New York
$127K -$339K -24,044 -73%
SIM
286
Sentry Investment Management
Wisconsin
$116K +$116K +8,237 New
HB
287
Horizon Bancorp
Indiana
$115K -$27.7K -1,977 -19%
LWCFA
288
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$113K
Canada Pension Plan Investment Board
289
Canada Pension Plan Investment Board
Ontario, Canada
$113K +$113K +7,959 +79,590%
BFEC
290
Benjamin F. Edwards & Company
Missouri
$108K
NIT
291
NumerixS Investment Technologies
British Columbia, Canada
$92K -$696K -49,183 -88%
Macquarie Group
292
Macquarie Group
Australia
$91K
Group One Trading
293
Group One Trading
Illinois
$90K -$183K -13,064 -67%
FHA
294
Flagship Harbor Advisors
Massachusetts
$85K
SIC
295
Salem Investment Counselors
North Carolina
$83K
AIM
296
Anchor Investment Management
South Carolina
$80.3K
Simplex Trading
297
Simplex Trading
Illinois
$75K +$75K +5,333 New
MIFH
298
Migdal Insurance & Financial Holdings
Israel
$69K +$69K +4,885 New
CIA
299
CSat Investment Advisory
Michigan
$50K -$2.26K -158 -4%
AIP
300
Ameritas Investment Partners
Nebraska
$49K