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H&R Block

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-60
Holders Change %
-13.54%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
127
Reduced
148
Closed
101
Calls
$8.34M
Puts
$9.66M
Net Calls
-$1.32M
Net Calls Change
-$852K
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
326
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$110 +8 +0.9%
Northwestern Mutual Wealth Management
327
Northwestern Mutual Wealth Management
Wisconsin
$11K +$8.67K +620 +371%
CG
328
Cutler Group
California
$11K +$11K +800 New
HGWM
329
Harvest Group Wealth Management
Massachusetts
$10K
NL
330
NVWM LLC
Pennsylvania
$10K
AP
331
Atwood & Palmer
Missouri
$9K
JFA
332
JNBA Financial Advisors
Minnesota
$8K
FHA
333
First Horizon Advisors
Tennessee
$8K +$1.11K +82 +16%
DWM
334
Darwin Wealth Management
Florida
$7K +$7K +538 New
FFW
335
Fusion Family Wealth
New York
$6K
AW
336
Alpha Windward
Massachusetts
$6K
Daiwa Securities Group
337
Daiwa Securities Group
Japan
$6K
LWA
338
Lowe Wealth Advisors
Maryland
$6K
OPS
339
Orion Portfolio Solutions
Nebraska
$6K +$5.49K +363 +1,068%
ASN
340
Advisory Services Network
Georgia
$5K -$5.54K -369 -53%
TAIM
341
TD Ameritrade Investment Management
Nebraska
$5K -$801 -58 -14%
CFB
342
Cullen/Frost Bankers
Texas
$5K -$732 -52 -13%
HI
343
Hudock Inc
Pennsylvania
$5K
SIAP
344
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K
TFO
345
Tarbox Family Office
California
$5K +$1.56K +120 +45%
KPW
346
Kore Private Wealth
New York
$5K +$4.88K +366 +4,067%
EW
347
Evoke Wealth
California
$4.28K -$27.8K -1,944 -87%
NFG
348
Next Financial Group
Texas
$4K -$1.67K -125 -29%
SFS
349
Sowell Financial Services
Arkansas
$4K -$706 -51 -15%
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$4K