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H&R Block

407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
134
Reduced
148
Closed
50
Calls
$88.4M
Puts
$16M
Net Calls
+$72.4M
Net Calls Change
+$40.7M
Name Market Value Shares Shares
Change
Shares
Change %
HFS
301
HL Financial Services
Kentucky
$239K 10,377 +40 +0.4%
NIT
302
NumerixS Investment Technologies
British Columbia, Canada
$239K 10,400 +10,400 New
CONA
303
Capital One National Association
New York
$236K 10,261 +45 +0.4%
ONB
304
Old National Bancorp
Indiana
$236K 10,254 +10,254 New
MFS
305
MSI Financial Services
Massachusetts
$233K 10,116 +2,678 +36%
BF
306
BOK Financial
Oklahoma
$232K 10,114 -915 -8%
RA
307
Royce & Associates
New York
$230K 10,000 +10,000 New
FAAS
308
First Allied Advisory Services
California
$227K 9,857 -1,376 -12%
Simplex Trading
309
Simplex Trading
Illinois
$220K 9,593 +1,186 +14%
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$207K 9,000 -600 -6%
CT
311
Chicago Trust
Illinois
$207K 9,000
BFO
312
Boston Family Office
Massachusetts
$207K 9,000
LCM
313
Leisure Capital Management
California
$203K 8,835 +167 +2%
HPC
314
HM Payson & Co
Maine
$202K 8,795 -76 -0.9%
Creative Planning
315
Creative Planning
Kansas
$195K 8,487 +252 +3%
CSS
316
Cubist Systematic Strategies
Connecticut
$192K 8,332 -4,643 -36%
BFEC
317
Benjamin F. Edwards & Company
Missouri
$183K 7,949 +269 +4%
Fuller & Thaler Asset Management
318
Fuller & Thaler Asset Management
California
$177K 7,700
MERSOM
319
Municipal Employees' Retirement System of Michigan
Michigan
$159K 6,930 -13,100 -65%
VIA
320
Virtus Investment Advisers
Connecticut
$153K 6,641 +977 +17%
OMCS
321
Old Mutual Customised Solutions
South Africa
$149K 6,500 +2,000 +44%
CG
322
Cutler Group
California
$146K 6,360 -372 -6%
Macquarie Group
323
Macquarie Group
Australia
$135K 5,900 -700 -11%
MSV
324
MN Services Vermogensbeheer
Netherlands
$127K 5,844
Daiwa Securities Group
325
Daiwa Securities Group
Japan
$124K 5,400