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H&R Block

450 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
9.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
54
Increased
183
Reduced
142
Closed
60
Calls
$27.4M
Puts
$26M
Net Calls
+$1.36M
Net Calls Change
+$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FCM
301
Flinton Capital Management
Pennsylvania
$312K -$46K -1,920 -13%
BAM
302
Blueshift Asset Management
New Jersey
$307K -$286K -11,963 -48%
Cambridge Investment Research Advisors
303
Cambridge Investment Research Advisors
Iowa
$300K +$83.2K +3,472 +38%
AIC
304
Archer Investment Corporation
Indiana
$299K +$59.8K +2,500 +25%
SBWM
305
Sunflower Bank Wealth Management
Arizona
$297K -$431K -17,997 -59%
MYIA
306
Mount Yale Investment Advisors
Colorado
$292K -$7.68K -321 -3%
FAAS
307
First Allied Advisory Services
California
$291K -$4.41K -183 -1%
COPPSERS
308
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$288K +$19.3K +804 +7%
PG
309
Pendal Group
Australia
$283K +$283K +11,834 New
LIA
310
LS Investment Advisors
Michigan
$283K +$17.3K +722 +6%
GC
311
Globeflex Capital
California
$282K +$282K +11,766 New
PNC
312
Park National Corp
Ohio
$281K
ACM
313
Azimuth Capital Management
Michigan
$280K
CIM
314
Contravisory Investment Management
Massachusetts
$280K +$280K +11,676 New
SIM
315
Sentry Investment Management
Wisconsin
$279K +$279K +11,660 New
CCM
316
Cadence Capital Management
Massachusetts
$277K -$8.37K -350 -3%
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$277K +$10.5K +441 +4%
MERSOM
318
Municipal Employees' Retirement System of Michigan
Michigan
$276K -$63.3K -2,640 -19%
HI
319
Horizon Investments
North Carolina
$272K +$272K +11,375 New
RIM
320
Redwood Investment Management
Arizona
$269K +$269K +11,230 New
JPMPWA
321
J.P. Morgan Private Wealth Advisors
California
$262K -$4.83K -202 -2%
LSERS
322
Louisiana State Employees Retirement System
Louisiana
$261K +$2.39K +100 +0.9%
FIM
323
Freedom Investment Management
Connecticut
$251K -$132K -5,504 -34%
LTFS
324
Ladenburg Thalmann Financial Services
Florida
$242K -$66.7K -2,796 -22%
CL
325
Choreo LLC
Illinois
$242K +$388 +16 +0.2%