HRB icon

H&R Block

453 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
60
Increased
147
Reduced
171
Closed
48
Calls
$23.6M
Puts
$20.2M
Net Calls
+$3.41M
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Shares
Change %
Pzena Investment Management
301
Pzena Investment Management
New York
$349K +$69.3K +2,363 +25%
GC
302
Globeflex Capital
California
$345K
FAAS
303
First Allied Advisory Services
California
$344K -$9.19K -314 -3%
JG
304
Jefferies Group
New York
$343K +$93K +3,171 +37%
LIA
305
LS Investment Advisors
Michigan
$342K -$5.37K -183 -2%
SIM
306
Sentry Investment Management
Wisconsin
$342K
Grantham, Mayo, Van Otterloo & Co (GMO)
307
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$334K -$58.6K -2,000 -15%
Fifth Third Bancorp
308
Fifth Third Bancorp
Ohio
$333K -$7.04K -240 -2%
ECM
309
ExodusPoint Capital Management
New York
$333K +$333K +11,371 New
PNC
310
Park National Corp
Ohio
$322K -$21.8K -745 -6%
Creative Planning
311
Creative Planning
Kansas
$318K +$318K +10,857 New
CL
312
Choreo LLC
Illinois
$312K +$16.8K +567 +6%
SMDAM
313
Sumitomo Mitsui DS Asset Management
Japan
$300K -$1.39M -47,645 -82%
FIM
314
Freedom Investment Management
Connecticut
$300K -$8.16K -278 -3%
V
315
Veritable
Delaware
$300K +$9.31K +318 +3%
MYIA
316
Mount Yale Investment Advisors
Colorado
$298K -$32.7K -1,206 -10%
FA
317
Fortis Advisors
Pennsylvania
$290K
LSERS
318
Louisiana State Employees Retirement System
Louisiana
$289K -$19.8K -700 -6%
SP
319
Symmetry Partners
Connecticut
$288K
KRS
320
Kentucky Retirement Systems
Kentucky
$277K +$14.1K +481 +5%
ECM
321
Everence Capital Management
Indiana
$276K +$276K +9,410 New
Thrivent Financial for Lutherans
322
Thrivent Financial for Lutherans
Minnesota
$271K +$2.4K +82 +0.9%
Twin Tree Management
323
Twin Tree Management
Texas
$268K -$4.07M -139,245 -94%
Nordea Investment Management
324
Nordea Investment Management
Sweden
$267K
CCM
325
Cadence Capital Management
Massachusetts
$266K -$73.4K -2,505 -22%