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H&R Block

450 hedge funds and large institutions have $4.51B invested in H&R Block in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
55
Increased
145
Reduced
162
Closed
52
Calls
$60.8M
Puts
$120M
Net Calls
-$59.5M
Net Calls Change
-$77.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Connor, Clark & Lunn Investment Management (CC&L)
326
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$247K +$247K +10,825 New
CL
327
Choreo LLC
Illinois
$241K +$460 +20 +0.2%
HFS
328
HL Financial Services
Kentucky
$238K +$2.89K +127 +1%
V
329
Veritable
Delaware
$236K -$9.74K -427 -4%
GT
330
Glenmede Trust
Pennsylvania
$234K -$1.67M -73,483 -88%
MYIA
331
Mount Yale Investment Advisors
Colorado
$226K -$5.06K -222 -2%
PNC
332
Park National Corp
Ohio
$224K
HP
333
Hikari Power
Japan
$222K +$222K +9,760 New
GIA
334
Gateway Investment Advisers
Ohio
$220K -$22.2K -978 -9%
MWNA
335
Marshall Wace North America
New York
$219K -$1.88M -82,477 -90%
CANY
336
Caxton Associates (New York)
New York
$215K +$215K +9,434 New
O
337
OppenheimerFunds
New York
$210K -$37.8K -1,657 -15%
LTFS
338
Ladenburg Thalmann Financial Services
Florida
$209K
HPC
339
HM Payson & Co
Maine
$208K +$1.3K +57 +0.6%
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$208K +$1.84K +81 +0.9%
Arrowstreet Capital
341
Arrowstreet Capital
Massachusetts
$207K -$34.4M -1,513,442 -99%
Cambridge Investment Research Advisors
342
Cambridge Investment Research Advisors
Iowa
$207K -$29.1K -1,279 -12%
BFO
343
Boston Family Office
Massachusetts
$205K
AMI
344
Amica Mutual Insurance
Rhode Island
$203K
KRS
345
Kentucky Retirement Systems
Kentucky
$202K -$46.1K -2,028 -19%
SFS
346
Sowell Financial Services
Arkansas
$202K +$154 +6 +0.1%
Thrivent Financial for Lutherans
347
Thrivent Financial for Lutherans
Minnesota
$200K +$1.37K +60 +0.7%
Macquarie Group
348
Macquarie Group
Australia
$198K -$205K -9,018 -51%
PI
349
PineBridge Investments
New York
$181K -$149K -6,517 -45%
CPH
350
C Partners Holding
Switzerland
$178K -$13.1K -575 -7%