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H&R Block

443 hedge funds and large institutions have $4.54B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 179 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+11
Holders Change %
+2.55%
% of All Funds
8.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
78
Increased
120
Reduced
179
Closed
56
Calls
$13.1M
Puts
$13.5M
Net Calls
-$468K
Net Calls Change
-$4.56M
Name Holding Trade Value Shares
Change
Shares
Change %
HS
326
Haafor (Singapore)
Singapore
$224K +$224K +9,521 New
LSERS
327
Louisiana State Employees Retirement System
Louisiana
$218K -$9.38K -400 -4%
GAM
328
GQ Asset Management
New York
$216K +$66.2K +2,822 +44%
ECM
329
Everence Capital Management
Indiana
$211K -$10.4K -440 -5%
BFO
330
Boston Family Office
Massachusetts
$211K
Thrivent Financial for Lutherans
331
Thrivent Financial for Lutherans
Minnesota
$209K -$8.48K -361 -4%
LIA
332
LS Investment Advisors
Michigan
$206K -$75.9K -3,229 -27%
VHAM
333
Van Hulzen Asset Management
California
$205K +$205K +8,710 New
CAN
334
Cetera Advisor Networks
California
$202K +$202K +8,606 New
Mitsubishi UFJ Asset Management
335
Mitsubishi UFJ Asset Management
Japan
$201K -$631K -26,964 -76%
PI
336
PEAK6 Investments
Illinois
$191K -$15.3K -650 -7%
LWCFA
337
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$189K +$189K +8,044 New
CWA
338
Carolina Wealth Advisors
South Carolina
$184K +$184K +7,851 New
BFEC
339
Benjamin F. Edwards & Company
Missouri
$180K
NMIMC
340
Northwestern Mutual Investment Management Company
Wisconsin
$178K -$1.39K -59 -0.8%
TRCT
341
Tower Research Capital (TRC)
New York
$164K -$4.03K -172 -2%
IUHSA
342
Itau Unibanco Holding S.A.
Brazil
$162K +$162K +6,897 New
Parallax Volatility Advisers
343
Parallax Volatility Advisers
California
$158K -$7.98K -339 -5%
Macquarie Group
344
Macquarie Group
Australia
$151K +$62.1K +2,651 +70%
FHA
345
Flagship Harbor Advisors
Massachusetts
$142K
PHK
346
Point72 Hong Kong
Hong Kong
$141K +$141K +6,001 New
SIC
347
Salem Investment Counselors
North Carolina
$139K
OIA
348
Optimum Investment Advisors
Illinois
$134K -$35.3K -1,500 -21%
AIM
349
Anchor Investment Management
South Carolina
$134K
DCM
350
Dupont Capital Management
Delaware
$127K +$32.9K +1,406 +35%