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H&R Block

382 hedge funds and large institutions have $2.62B invested in H&R Block in 2020 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 144 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
382
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
7.85%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
62
Increased
122
Reduced
144
Closed
60
Calls
$13.5M
Puts
$19.5M
Net Calls
-$5.96M
Net Calls Change
-$4.64M
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
326
Valley National Advisers
Pennsylvania
$17K
SF
327
Synovus Financial
Georgia
$14K -$4.45K -318 -24%
CI
328
CX Institutional
Indiana
$14K
CTC
329
Central Trust Company
Missouri
$13K -$26.3K -1,850 -67%
GWM
330
Geneos Wealth Management
Colorado
$13K
KPW
331
Kore Private Wealth
New York
$13K +$8.02K +604 +161%
PFGIA
332
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$125 -9 -1%
CAM
333
ClariVest Asset Management
California
$12K +$12K +823 New
HGWM
334
Harvest Group Wealth Management
Massachusetts
$10K
NL
335
NVWM LLC
Pennsylvania
$10K
TPCW
336
TD Private Client Wealth
New York
$9.57K -$7.6K -532 -44%
AP
337
Atwood & Palmer
Missouri
$9K
FHA
338
First Horizon Advisors
Tennessee
$8K +$67 +5 +0.8%
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$6K -$4.27K -327 -42%
Daiwa Securities Group
340
Daiwa Securities Group
Japan
$6K
LWA
341
Lowe Wealth Advisors
Maryland
$6K
FFW
342
Fusion Family Wealth
New York
$6K
EI
343
Ellevest Inc
New York
$6K +$6K +416 New
OPS
344
Orion Portfolio Solutions
Nebraska
$5K -$607 -43 -11%
HI
345
Hudock Inc
Pennsylvania
$5K
SIAP
346
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$5K +$5K +336 New
ST
348
Smithfield Trust
Pennsylvania
$5K +$5K +360 New
MF
349
Manchester Financial
California
$4K
Carson Wealth (CWM LLC)
350
Carson Wealth (CWM LLC)
Nebraska
$4K