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H&R Block

375 hedge funds and large institutions have $2.76B invested in H&R Block in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-7
Holders Change %
-1.83%
% of All Funds
7.59%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
67
Increased
119
Reduced
141
Closed
72
Calls
$19.6M
Puts
$24.4M
Net Calls
-$4.8M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
Fifth Third Bancorp
276
Fifth Third Bancorp
Ohio
$201K -$15.6K -958 -7%
FRM
277
Fox Run Management
Connecticut
$200K +$200K +12,279 New
AL
278
AJO LP
Pennsylvania
$199K -$16.4M -1,010,309 -99%
CAM
279
Claret Asset Management
Quebec, Canada
$195K -$1.06K -65 -0.5%
LS
280
Livforsakringsbolaget Skandia
Sweden
$189K
RIG
281
RiverFront Investment Group
Virginia
$182K +$182K +11,176 New
Teacher Retirement System of Texas
282
Teacher Retirement System of Texas
Texas
$181K +$181K +11,141 New
HB
283
Horizon Bancorp
Indiana
$180K +$4.96K +304 +3%
CGH
284
Crossmark Global Holdings
Texas
$179K -$57.2K -3,520 -24%
LIA
285
LS Investment Advisors
Michigan
$172K +$4.03K +248 +2%
OCAM
286
Onex Canada Asset Management
Ontario, Canada
$167K
PNC
287
Park National Corp
Ohio
$166K
Macquarie Group
288
Macquarie Group
Australia
$158K -$10.4K -639 -6%
Skandinaviska Enskilda Banken (SEB)
289
Skandinaviska Enskilda Banken (SEB)
Sweden
$155K -$22.4M -1,374,300 -99%
NMIMC
290
Northwestern Mutual Investment Management Company
Wisconsin
$151K
CAGAS
291
Capital Advisory Group Advisory Services
Minnesota
$145K +$749 +46 +0.5%
LWCFA
292
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$131K
State of Tennessee, Department of Treasury
293
State of Tennessee, Department of Treasury
Tennessee
$117K -$529K -32,409 -82%
FDCDDQ
294
Federation des caisses Desjardins du Quebec
Quebec, Canada
$101K -$57.7K -3,544 -36%
FHA
295
Flagship Harbor Advisors
Massachusetts
$98K
SIC
296
Salem Investment Counselors
North Carolina
$96K
CFGS
297
Concourse Financial Group Securities
Alabama
$95K -$2.14K -129 -2%
NICM
298
Neo Ivy Capital Management
New York
$91K -$46.9K -2,894 -34%
IA
299
IFP Advisors
Florida
$81K -$136K -8,197 -63%
SFS
300
Sowell Financial Services
Arkansas
$74K -$7.53K -461 -9%