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H&R Block

375 hedge funds and large institutions have $2.76B invested in H&R Block in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-7
Holders Change %
-1.83%
% of All Funds
7.59%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
67
Increased
119
Reduced
141
Closed
72
Calls
$19.6M
Puts
$24.4M
Net Calls
-$4.8M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
326
Alpha Windward
Massachusetts
$11K -$347K -21,661 -97%
AP
327
Atwood & Palmer
Missouri
$11K
NL
328
NVWM LLC
Pennsylvania
$11K
QCG
329
Quadrant Capital Group
Ohio
$11K +$7.2K +433 +189%
CIA
330
CSat Investment Advisory
Michigan
$10K -$101K -6,450 -91%
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$10K +$4.55K +281 +84%
CAM
332
ClariVest Asset Management
California
$9K -$3.43K -227 -28%
FHA
333
First Horizon Advisors
Tennessee
$9K +$90 +6 +1%
S
334
SignatureFD
Georgia
$8K -$18.2K -1,095 -69%
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$8K
BCA
336
Berman Capital Advisors
Georgia
$8K +$4.49K +278 +128%
LWA
337
Lowe Wealth Advisors
Maryland
$7K
SIAP
338
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K
PFS
339
Prospera Financial Services
Texas
$7K +$7K +400 New
EFSCE
340
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$7K +405 New
EI
341
Ellevest Inc
New York
$6K -$287 -19 -5%
HI
342
Hudock Inc
Pennsylvania
$6K
TAIM
343
TD Ameritrade Investment Management
Nebraska
$6K +$6K +363 New
TPCW
344
TD Private Client Wealth
New York
$5K -$5.91K -363 -54%
CFN
345
Cordasco Financial Network
Florida
$5K -$25.8K -1,675 -84%
MLFP
346
MPS Loria Financial Planners
Illinois
$5K
MF
347
Manchester Financial
California
$5K
PCFFS
348
Pacific Center for Financial Services
California
$5K
TC
349
Trust Company
Kansas
$5K +$5K +293 New
ASN
350
Advisory Services Network
Georgia
$5K +$5K +302 New