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H&R Block

450 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
9.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
54
Increased
183
Reduced
142
Closed
60
Calls
$27.4M
Puts
$26M
Net Calls
+$1.36M
Net Calls Change
+$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
V
326
Veritable
Delaware
$238K -$1.82K -76 -0.8%
FA
327
Fortis Advisors
Pennsylvania
$237K +$48.1K +2,007 +25%
SP
328
Symmetry Partners
Connecticut
$235K +$91.8K +3,836 +64%
HP
329
Hikari Power
Japan
$234K
Pzena Investment Management
330
Pzena Investment Management
New York
$228K +$39.8K +1,664 +21%
Thrivent Financial for Lutherans
331
Thrivent Financial for Lutherans
Minnesota
$220K +$839 +35 +0.4%
Nordea Investment Management
332
Nordea Investment Management
Sweden
$218K
BFO
333
Boston Family Office
Massachusetts
$215K
KRS
334
Kentucky Retirement Systems
Kentucky
$215K +$1.1K +46 +0.5%
AMI
335
Amica Mutual Insurance
Rhode Island
$213K
GIA
336
Gateway Investment Advisers
Ohio
$206K -$22K -915 -10%
JG
337
Jefferies Group
New York
$204K -$655K -27,379 -76%
OIA
338
Optimum Investment Advisors
Illinois
$199K -$24.3K -1,012 -11%
DCM
339
Dupont Capital Management
Delaware
$194K -$1.72M -72,145 -90%
AssetMark Inc
340
AssetMark Inc
California
$192K +$19.6K +816 +11%
BBHC
341
Brown Brothers Harriman & Co
New York
$191K +$183K +7,643 +2,295%
Capstone Investment Advisors
342
Capstone Investment Advisors
New York
$189K +$189K +7,876 New
Daiwa Securities Group
343
Daiwa Securities Group
Japan
$187K +$16.7K +700 +10%
BFEC
344
Benjamin F. Edwards & Company
Missouri
$184K
CSS
345
Cubist Systematic Strategies
Connecticut
$176K -$396K -16,503 -69%
MME
346
Meag Munich Ergo
Germany
$155K -$1.01M -42,091 -87%
FHA
347
Flagship Harbor Advisors
Massachusetts
$145K
MIFH
348
Migdal Insurance & Financial Holdings
Israel
$145K +$145K +6,037 New
BAMF
349
BI Asset Management Fondsmaeglerselskab
Denmark
$139K -$108K -4,500 -44%
EMG
350
ETF Managers Group
New Jersey
$138K +$14.8K +617 +12%