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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 %
LB
301
Landmark Bank
Missouri
$318K +$15.9K +625 +5%
FAAS
302
First Allied Advisory Services
California
$310K +$87.4K +3,453 +39%
APFBOT
303
Amica Pension Fund Board of Trustees
Rhode Island
$304K
Victory Capital Management
304
Victory Capital Management
Texas
$304K +$136K +5,349 +81%
CCM
305
Cadence Capital Management
Massachusetts
$303K -$381K -15,007 -56%
MYIA
306
Mount Yale Investment Advisors
Colorado
$300K +$36.7K +1,531 +14%
FL
307
Fort LP
Maryland
$299K +$291K +11,459 +3,494%
ACM
308
Azimuth Capital Management
Michigan
$297K -$10.2K -400 -3%
PNC
309
Park National Corp
Ohio
$297K +$48.6K +1,920 +20%
Public Sector Pension Investment Board (PSP Investments)
310
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$295K +$50.7K +2,000 +21%
Grantham, Mayo, Van Otterloo & Co (GMO)
311
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$287K +$287K +11,300 New
COPPSERS
312
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$284K -$143K -5,653 -34%
FHB
313
First Hawaiian Bank
Hawaii
$284K +$149K +5,852 +110%
JPMPWA
314
J.P. Morgan Private Wealth Advisors
California
$283K +$6.92K +273 +3%
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$283K +$48.9K +1,928 +21%
LIA
316
LS Investment Advisors
Michigan
$282K -$53.2K -2,096 -16%
LSERS
317
Louisiana State Employees Retirement System
Louisiana
$274K -$30.4K -1,200 -10%
Mariner
318
Mariner
Kansas
$266K +$266K +10,502 New
IA
319
IFP Advisors
Florida
$263K -$16.6K -656 -6%
BAMF
320
BI Asset Management Fondsmaeglerselskab
Denmark
$261K +$261K +10,300 New
CL
321
Choreo LLC
Illinois
$256K -$565 -22 -0.2%
V
322
Veritable
Delaware
$254K +$9.97K +393 +4%
AIC
323
Archer Investment Corporation
Indiana
$254K +$254K +10,000 New
HP
324
Hikari Power
Japan
$248K
GIA
325
Gateway Investment Advisers
Ohio
$241K