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H&R Block

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.79%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Shares
Change %
PNC
326
Park National Corp
Ohio
$332K +$76.7K +2,306 +30%
KIA
327
KCM Investment Advisors
California
$331K
UCFA
328
United Capital Financial Advisors
Texas
$325K -$99.4K -2,980 -23%
TMAM
329
Tokio Marine Asset Management
Japan
$325K -$70.9K -2,126 -18%
MLIC
330
Mandatum Life Insurance Company
Finland
$324K +$324K +9,726 New
S
331
SignatureFD
Georgia
$323K
CIBC World Market
332
CIBC World Market
Ontario, Canada
$317K -$1.74M -52,178 -85%
PA
333
Profund Advisors
Maryland
$313K -$18.4K -554 -6%
Robeco Institutional Asset Management
334
Robeco Institutional Asset Management
Netherlands
$302K
BFO
335
Boston Family Office
Massachusetts
$300K
CT
336
Chicago Trust
Illinois
$300K
Truist Financial
337
Truist Financial
North Carolina
$296K -$35.9K -1,078 -11%
Fuller & Thaler Asset Management
338
Fuller & Thaler Asset Management
California
$294K -$55.2K -1,660 -16%
KRSITF
339
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$294K -$13.2K -397 -4%
O
340
OppenheimerFunds
New York
$292K +$292K +8,747 New
HA
341
Halsey Associates
Connecticut
$279K -$21.9K -658 -7%
VFS
342
VSR Financial Services
Kansas
$271K
AWA
343
Arete Wealth Advisors
Illinois
$271K +$1.53K +46 +0.6%
FNBT
344
FineMark National Bank & Trust
Florida
$268K +$466 +14 +0.2%
BFEC
345
Benjamin F. Edwards & Company
Missouri
$256K
TH
346
Timber Hill
Connecticut
$253K +$253K +7,600 New
ACM
347
Arrow Capital Management
New York
$250K -$1.25M -37,500 -83%
WCM
348
Windward Capital Management
California
$243K -$2.87K -86 -1%
SG Americas Securities
349
SG Americas Securities
New York
$241K -$90.8M -2,721,729 -100%
Toronto Dominion Bank
350
Toronto Dominion Bank
Ontario, Canada
$241K -$52.2K -1,567 -18%