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H&R Block

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 closing their positions.

Holders
444
Holders Change
Holders Change %
0%
% of All Funds
11.97%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.22%
New
64
Increased
169
Reduced
140
Closed
59
Calls
$318M
Puts
$88.7M
Net Calls
+$229M
Net Calls Change
+$49.6M
Name Market Value Shares Shares
Change
Shares
Change %
SEC
326
Seven Eight Capital
New York
$340K 11,463 +6,600 +136%
BF
327
BOK Financial
Oklahoma
$338K 11,386 +143 +1%
PCM
328
Parsons Capital Management
Rhode Island
$332K 11,200
BCM
329
Beck Capital Management
Texas
$331K 11,165
BAM
330
Burnham Asset Management
New York
$328K 11,050 -600 -5%
HFS
331
HL Financial Services
Kentucky
$327K 11,025
Truist Financial
332
Truist Financial
North Carolina
$325K 10,958 +377 +4%
ACM
333
Alethea Capital Management
Washington
$325K 10,952 +10,952 New
PA
334
Pinnacle Associates
New York
$323K 10,880 +1,345 +14%
KIA
335
KCM Investment Advisors
California
$323K 10,900 +10,900 New
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$321K 10,827 +24 +0.2%
Teacher Retirement System of Texas
337
Teacher Retirement System of Texas
Texas
$317K 10,681 +2,344 +28%
SM
338
Stratton Management
Pennsylvania
$308K 10,400 -12,150 -54%
AB
339
Amalgamated Bank
New York
$297K 10,017 +433 +5%
Natixis Advisors
340
Natixis Advisors
Massachusetts
$297K 10,031 +10,031 New
BTS
341
BB&T Securities
Virginia
$296K 9,989 +390 +4%
SI
342
Standard Investments
New York
$291K 9,825 +9,825 New
SO
343
STRS Ohio
Ohio
$286K 9,664 +4,743 +96%
Verition Fund Management
344
Verition Fund Management
Connecticut
$277K 9,342 +9,342 New
OA
345
OFI Advisors
Pennsylvania
$272K 9,158 +881 +11%
Robeco Institutional Asset Management
346
Robeco Institutional Asset Management
Netherlands
$269K 9,067 +967 +12%
Federated Hermes
347
Federated Hermes
Pennsylvania
$268K 9,032 -4,719 -34%
HA
348
Halsey Associates
Connecticut
$268K 9,042
CT
349
Chicago Trust
Illinois
$267K 9,000
BFO
350
Boston Family Office
Massachusetts
$267K 9,000