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H&R Block

453 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
60
Increased
147
Reduced
171
Closed
48
Calls
$23.6M
Puts
$20.2M
Net Calls
+$3.41M
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
326
Boston Family Office
Massachusetts
$264K
AssetMark Inc
327
AssetMark Inc
California
$255K +$20.1K +686 +9%
MF
328
Magnetar Financial
Illinois
$249K -$141K -4,828 -36%
JPMPWA
329
J.P. Morgan Private Wealth Advisors
California
$249K -$72.4K -2,469 -23%
GIA
330
Gateway Investment Advisers
Ohio
$244K -$7.71K -263 -3%
Mirae Asset Global Investments
331
Mirae Asset Global Investments
South Korea
$244K +$244K +8,348 New
OIA
332
Optimum Investment Advisors
Illinois
$243K
SG Americas Securities
333
SG Americas Securities
New York
$240K -$10.1M -343,528 -98%
SWRP
334
Summit Wealth & Retirement Planning
California
$234K +$234K +8,000 New
Daiwa Securities Group
335
Daiwa Securities Group
Japan
$229K
QT
336
Quantamental Technologies
New York
$228K +$228K +7,790 New
American Century Companies
337
American Century Companies
Missouri
$227K +$227K +7,748 New
BI
338
Bredin Investment
Delaware
$227K +$227K +8,000 New
NMIMC
339
Northwestern Mutual Investment Management Company
Wisconsin
$226K -$689K -23,519 -75%
DCM
340
Dupont Capital Management
Delaware
$226K -$12.4K -423 -5%
BFEC
341
Benjamin F. Edwards & Company
Missouri
$225K
EMG
342
ETF Managers Group
New Jersey
$223K +$56.5K +1,949 +34%
HP
343
Hikari Power
Japan
$222K -$63.5K -2,170 -22%
CA
344
Commerzbank Aktiengesellschaft
Germany
$214K -$612K -20,854 -74%
GAM
345
Gotham Asset Management
New York
$214K +$214K +7,318 New
ERIM
346
Eagle Ridge Investment Management
Connecticut
$205K +$205K +7,000 New
KeyBank National Association
347
KeyBank National Association
Ohio
$204K +$204K +6,974 New
HighTower Advisors
348
HighTower Advisors
Illinois
$204K +$204K +7,083 New
TRCT
349
Tower Research Capital (TRC)
New York
$202K -$299K -10,224 -60%
DA
350
Denali Advisors
California
$193K -$512K -17,500 -73%