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H&R Block

464 hedge funds and large institutions have $10.8B invested in H&R Block in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 53 closing their positions.

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
12.97%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.53%
New
75
Increased
156
Reduced
161
Closed
53
Calls
$366M
Puts
$214M
Net Calls
+$152M
Net Calls Change
-$77.4M
Name Market Value Shares Shares
Change
Shares
Change %
LA
326
Lucus Advisors
New York
$473K 13,056 -3,680 -22%
EWM
327
Evercore Wealth Management
New York
$473K 13,068 +537 +4%
DC
328
Davenport & Co
Virginia
$469K 12,955 -6,900 -35%
UCFA
329
United Capital Financial Advisors
Texas
$461K 12,725 -4,282 -25%
SIM
330
Sentry Investment Management
Wisconsin
$459K 12,691
PI
331
PineBridge Investments
New York
$453K 12,517 -108,837 -90%
MERSOM
332
Municipal Employees' Retirement System of Michigan
Michigan
$452K 12,420 -3,440 -22%
HPC
333
HM Payson & Co
Maine
$448K 12,376 -723 -6%
LIA
334
LS Investment Advisors
Michigan
$447K 12,358 +364 +3%
SO
335
STRS Ohio
Ohio
$445K 12,296 +2,632 +27%
V
336
Veritable
Delaware
$439K 12,132 -3,913 -24%
TMAM
337
Tokio Marine Asset Management
Japan
$430K 11,875 -1,283 -10%
BF
338
BOK Financial
Oklahoma
$420K 11,611 +225 +2%
CF
339
CenterStar Fund
Illinois
Natixis Advisors
340
Natixis Advisors
Massachusetts
$408K 11,275 +1,244 +12%
BAM
341
Burnham Asset Management
New York
$400K 11,050
AP
342
AHL Partners
United Kingdom
$395K 10,910 -127,211 -92%
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$393K 10,846 +19 +0.2%
PCM
344
Parsons Capital Management
Rhode Island
$392K 10,825 -375 -3%
PA
345
Pinnacle Associates
New York
$391K 10,805 -75 -0.7%
BCM
346
Beck Capital Management
Texas
$384K 10,940 -225 -2%
Fuller & Thaler Asset Management
347
Fuller & Thaler Asset Management
California
$380K 10,500 +4,900 +88%
AB
348
Amalgamated Bank
New York
$377K 10,409 +392 +4%
GLA
349
Great Lakes Advisors
Illinois
$372K 10,265 +10,265 New
Truist Financial
350
Truist Financial
North Carolina
$361K 9,977 -981 -9%