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H&R Block

375 hedge funds and large institutions have $2.76B invested in H&R Block in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-7
Holders Change %
-1.83%
% of All Funds
7.59%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
67
Increased
119
Reduced
141
Closed
72
Calls
$19.6M
Puts
$24.4M
Net Calls
-$4.8M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
C
301
Cerebellum
California
$65K +$65K +3,960 New
Parallax Volatility Advisers
302
Parallax Volatility Advisers
California
$65K +$65K +4,011 New
HNB
303
Huntington National Bank
Ohio
$49K +$9.8K +600 +25%
SO
304
STRS Ohio
Ohio
$41K
NSIM
305
North Star Investment Management
Illinois
$39K
ME
306
McIlrath & Eck
Washington
$39K +$38K +2,349 +3,915%
SCM
307
Silvant Capital Management
Georgia
$37K
AF
308
Advisornet Financial
Minnesota
$36K
NFSG
309
Newbridge Financial Services Group
Florida
$30K +$30K +1,830 New
LB
310
Legacy Bridge
Iowa
$29K
OIA
311
Optimum Investment Advisors
Illinois
$28K -$21K -1,294 -43%
HPC
312
HM Payson & Co
Maine
$26K -$16.3K -1,000 -38%
LWM
313
Liberty Wealth Management
California
$26K -$1.71K -104 -6%
NIC
314
Northwest Investment Counselors
Oregon
$26K +$26K +1,600 New
MA
315
MUFG Americas
New York
$25K
OSAM
316
O'Shaughnessy Asset Management
Connecticut
$24K -$56.1K -3,392 -70%
PA
317
Parallel Advisors
California
$24K -$9.72K -598 -29%
FMT
318
First Mercantile Trust
Tennessee
$24K -$5.33K -285 -18%
APA
319
American Portfolios Advisors
New York
$17.4K +$17.4K +1,067 New
CI
320
CX Institutional
Indiana
$16K +$651 +41 +4%
CTC
321
Central Trust Company
Missouri
$15K
GWM
322
Geneos Wealth Management
Colorado
$15K
PFGIA
323
Patriot Financial Group Insurance Agency
Massachusetts
$14K -$540 -32 -4%
VNA
324
Valley National Advisers
Pennsylvania
$13K -$6.5K -400 -33%
HGWM
325
Harvest Group Wealth Management
Massachusetts
$12K +$349 +22 +3%