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H&R Block

460 hedge funds and large institutions have $4.93B invested in H&R Block in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+23
Holders Change %
+5.26%
% of All Funds
10.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
65
Increased
150
Reduced
162
Closed
38
Calls
$38.8M
Puts
$82.7M
Net Calls
-$43.9M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
326
Paloma Partners
Connecticut
$240K -$123K -4,845 -34%
OIA
327
Optimum Investment Advisors
Illinois
$236K -$20.3K -800 -8%
Thrivent Financial for Lutherans
328
Thrivent Financial for Lutherans
Minnesota
$232K +$4.09K +161 +2%
Nordea Investment Management
329
Nordea Investment Management
Sweden
$231K -$4.55M -179,302 -95%
HighTower Advisors
330
HighTower Advisors
Illinois
$231K -$249K -9,858 -52%
Cambridge Investment Research Advisors
331
Cambridge Investment Research Advisors
Iowa
$230K -$2.54K -100 -1%
BFO
332
Boston Family Office
Massachusetts
$228K
KRS
333
Kentucky Retirement Systems
Kentucky
$227K +$4.77K +188 +2%
AMI
334
Amica Mutual Insurance
Rhode Island
$226K
SRAM
335
Stone Ridge Asset Management
New York
$218K -$237K -9,337 -52%
PP
336
Prudential plc
United Kingdom
$218K
JIC
337
Johnson Investment Counsel
Ohio
$216K +$216K +8,543 New
Creative Planning
338
Creative Planning
Kansas
$214K +$214K +8,444 New
RJFSA
339
Raymond James Financial Services Advisors
Florida
$211K +$5.72K +225 +3%
BI
340
Bredin Investment
Delaware
$203K
Pzena Investment Management
341
Pzena Investment Management
New York
$200K +$200K +7,871 New
FA
342
Fortis Advisors
Pennsylvania
$200K +$200K +7,876 New
BFEC
343
Benjamin F. Edwards & Company
Missouri
$195K
QT
344
Quantamental Technologies
New York
$185K +$185K +7,307 New
AssetMark Inc
345
AssetMark Inc
California
$183K +$5.88K +231 +3%
Daiwa Securities Group
346
Daiwa Securities Group
Japan
$181K
CAM
347
CenterStar Asset Management
Illinois
$180K
RFC
348
Regions Financial Corp
Alabama
$179K +$7.8K +307 +5%
TRCT
349
Tower Research Capital (TRC)
New York
$156K +$145K +5,689 +1,290%
FHA
350
Flagship Harbor Advisors
Massachusetts
$153K