HRB icon

H&R Block

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
69
Increased
146
Reduced
127
Closed
52
Calls
$62.3M
Puts
$48.1M
Net Calls
+$14.2M
Net Calls Change
-$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
326
Benjamin F. Edwards & Company
Missouri
$185K
Fuller & Thaler Asset Management
327
Fuller & Thaler Asset Management
California
$179K
1832 Asset Management
328
1832 Asset Management
Ontario, Canada
$162K +$162K +6,973 New
MERSOM
329
Municipal Employees' Retirement System of Michigan
Michigan
$161K
Daiwa Securities Group
330
Daiwa Securities Group
Japan
$156K +$30.3K +1,300 +24%
OMCS
331
Old Mutual Customised Solutions
South Africa
$151K
Creative Planning
332
Creative Planning
Kansas
$148K -$49.5K -2,126 -25%
SIC
333
Salem Investment Counselors
North Carolina
$136K +$136K +5,922 New
LTFS
334
Ladenburg Thalmann Financial Services
Florida
$134K +$9.25K +396 +7%
MSV
335
MN Services Vermogensbeheer
Netherlands
$127K
AIP
336
Ameritas Investment Partners
Nebraska
$122K +$122K +5,238 New
Macquarie Group
337
Macquarie Group
Australia
$117K -$19.9K -856 -15%
VIA
338
Virtus Investment Advisers
Connecticut
$116K -$38.2K -1,644 -25%
AFA
339
Abacus FCF Advisors
Florida
$108K +$50.8K +2,184 +89%
Northwestern Mutual Wealth Management
340
Northwestern Mutual Wealth Management
Wisconsin
$106K +$39K +1,682 +58%
NIMI
341
Natixis Investment Managers International
France
$100K +$4.13K +178 +4%
AP
342
Atwood & Palmer
Missouri
$96K +$69.5K +3,000 +262%
HNB
343
Huntington National Bank
Ohio
$88K -$311K -13,421 -78%
Victory Capital Management
344
Victory Capital Management
Texas
$88K -$8.22K -352 -9%
SEI Investments
345
SEI Investments
Pennsylvania
$87K -$932K -39,819 -91%
EOJOAM
346
E. Ohman J:or Asset Management
Sweden
$76.7K
SO
347
STRS Ohio
Ohio
$73K
VFA
348
Virtus Fund Advisers
Connecticut
$64K
QI
349
QS Investors
New York
$60K
NSIM
350
North Star Investment Management
Illinois
$56K -$9.33K -400 -14%