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H&R Block

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-60
Holders Change %
-13.54%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
127
Reduced
148
Closed
101
Calls
$8.34M
Puts
$9.66M
Net Calls
-$1.32M
Net Calls Change
-$852K
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
301
Optimum Investment Advisors
Illinois
$47K -$33K -2,350 -41%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$40K -$315K -22,420 -89%
CTC
303
Central Trust Company
Missouri
$39K +$26.1K +1,850 +202%
HPC
304
HM Payson & Co
Maine
$37K -$31.3K -2,200 -46%
SO
305
STRS Ohio
Ohio
$35K -$2.07M -150,000 -98%
HNB
306
Huntington National Bank
Ohio
$34K -$8.36K -590 -20%
NSIM
307
North Star Investment Management
Illinois
$34K
VCP
308
Verus Capital Partners
Arizona
$32K -$14.7K -1,050 -31%
SCM
309
Silvant Capital Management
Georgia
$32K
AF
310
Advisornet Financial
Minnesota
$31K
CFN
311
Cordasco Financial Network
Florida
$28K
PA
312
Parallel Advisors
California
$26K +$26K +1,866 +186,600%
QCG
313
Quadrant Capital Group
Ohio
$25K +$4.56K +314 +22%
Federated Hermes
314
Federated Hermes
Pennsylvania
$24K -$24.3K -1,733 -50%
FMT
315
First Mercantile Trust
Tennessee
$23K +$2.51K +181 +12%
RIM
316
Rampart Investment Management
Connecticut
$22K -$48.1K -3,392 -69%
SF
317
Synovus Financial
Georgia
$18K +$18K +1,318 New
VNA
318
Valley National Advisers
Pennsylvania
$17K
CFG
319
Citizens Financial Group
Rhode Island
$17K +$2.81K +190 +20%
TPCW
320
TD Private Client Wealth
New York
$16.9K +$8.8K +625 +108%
GWM
321
Geneos Wealth Management
Colorado
$15K -$31.1K -2,071 -67%
RFM
322
Royal Fund Management
Florida
$14K
CI
323
CX Institutional
Indiana
$14K +$14K +967 New
Capstone Investment Advisors
324
Capstone Investment Advisors
New York
$13K -$236K -16,712 -95%
S
325
SignatureFD
Georgia
$13K -$1.37K -97 -10%