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H&R Block

464 hedge funds and large institutions have $10.8B invested in H&R Block in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 53 closing their positions.

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
12.97%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.53%
New
75
Increased
156
Reduced
161
Closed
53
Calls
$366M
Puts
$214M
Net Calls
+$152M
Net Calls Change
-$77.4M
Name Market Value Shares Shares
Change
Shares
Change %
BTS
351
BB&T Securities
Virginia
$361K 9,997 +8 +0.1%
PA
352
Profund Advisors
Maryland
$360K 9,955 -3,830 -28%
KIA
353
KCM Investment Advisors
California
$360K 9,950 -950 -9%
S
354
SignatureFD
Georgia
$351K 9,692 -2,800 -22%
DTL
355
Dynamic Technology Lab
Singapore
$348K 9,600 +9,600 New
CPC
356
Cookson Peirce & Co
Pennsylvania
$335K 9,250 +9,250 New
KRSITF
357
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$334K 9,231 +252 +3%
Robeco Institutional Asset Management
358
Robeco Institutional Asset Management
Netherlands
$328K 9,067
Envestnet Asset Management
359
Envestnet Asset Management
Illinois
$327K 9,037 -4,628 -34%
HA
360
Halsey Associates
Connecticut
$327K 9,042
CT
361
Chicago Trust
Illinois
$326K 9,000
BFO
362
Boston Family Office
Massachusetts
$326K 9,000
SOADOR
363
State of Alaska Department of Revenue
Alaska
$320K 8,860
Toronto Dominion Bank
364
Toronto Dominion Bank
Ontario, Canada
$318K 8,797 +1,203 +16%
SGH
365
Schonfeld Group Holdings
New York
$311K 8,600 +8,600 New
Federated Hermes
366
Federated Hermes
Pennsylvania
$307K 8,492 -540 -6%
SCM
367
Stevens Capital Management
Pennsylvania
$305K 8,422 +8,422 New
VFS
368
VSR Financial Services
Kansas
$294K 8,129
AWA
369
Arete Wealth Advisors
Illinois
$293K 8,104 +53 +0.7%
FNBT
370
FineMark National Bank & Trust
Florida
$291K 8,032 +17 +0.2%
MF
371
Magnetar Financial
Illinois
$285K 7,860 -4,137 -34%
BFEC
372
Benjamin F. Edwards & Company
Missouri
$278K 7,680
PNC
373
Park National Corp
Ohio
$278K 7,675
Thrivent Financial for Lutherans
374
Thrivent Financial for Lutherans
Minnesota
$272K 7,500 +300 +4%
ALA
375
Atherton Lane Advisers
California
$268K 7,390