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H&R Block

403 hedge funds and large institutions have $4.74B invested in H&R Block in 2016 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 130 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
403
Holders Change
-25
Holders Change %
-5.84%
% of All Funds
10.77%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
55
Increased
157
Reduced
130
Closed
76
Calls
$51.5M
Puts
$21.3M
Net Calls
+$30.2M
Net Calls Change
+$6.52M
Name Holding Trade Value Shares
Change
Shares
Change %
BF
301
BOK Financial
Oklahoma
$256K +$3.54K +154 +1%
SIM
302
Sentry Investment Management
Wisconsin
$251K
TMAM
303
Tokio Marine Asset Management
Japan
$243K
QT
304
Quantbot Technologies
New York
$242K -$842K -36,642 -78%
HFS
305
HL Financial Services
Kentucky
$238K
UB
306
UMB Bank
Missouri
$236K +$236K +10,251 New
DC
307
Deere & Company
Illinois
$232K -$19.7K -855 -8%
HPC
308
HM Payson & Co
Maine
$227K -$52.9K -2,300 -19%
MLIC
309
Mandatum Life Insurance Company
Finland
$224K
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$222K -$5.03K -219 -2%
DC
311
Davenport & Co
Virginia
$217K -$50.6K -2,200 -19%
CONA
312
Capital One National Association
New York
$214K +$214K +9,289 New
KRSITF
313
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$208K -$37.1K -1,616 -15%
BFO
314
Boston Family Office
Massachusetts
$207K
CT
315
Chicago Trust
Illinois
$207K
LCM
316
Leisure Capital Management
California
$200K +$275 +12 +0.1%
NMIMC
317
Northwestern Mutual Investment Management Company
Wisconsin
$197K -$10.3K -447 -5%
SEI Investments
318
SEI Investments
Pennsylvania
$189K -$10.3K -449 -5%
IA
319
IFP Advisors
Florida
$186K +$108K +4,668 +137%
BFEC
320
Benjamin F. Edwards & Company
Missouri
$177K
Northwestern Mutual Wealth Management
321
Northwestern Mutual Wealth Management
Wisconsin
$137K -$4.74K -203 -3%
TRCT
322
Tower Research Capital (TRC)
New York
$127K +$125K +5,468 +7,490%
Daiwa Securities Group
323
Daiwa Securities Group
Japan
$124K -$556K -24,200 -82%
WAM
324
Wealthspire Advisors (Maryland)
Maryland
$122K +$21.4K +932 +21%
GS
325
GAM Systematic
United Kingdom
$121K -$1.18M -51,564 -91%