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H&R Block

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.79%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M
Name Holding Trade Value Shares
Change
Shares
Change %
ALA
351
Atherton Lane Advisers
California
$240K -$6.16K -185 -3%
LA
352
Lucus Advisors
New York
$239K -$197K -5,893 -45%
AB
353
Amalgamated Bank
New York
$237K -$110K -3,304 -32%
BST
354
Bath Savings Trust
Maine
$232K
Calamos Advisors
355
Calamos Advisors
Illinois
$230K
TFA
356
Transamerica Financial Advisors
Florida
$230K +$12.8K +385 +6%
AT
357
Arden Trust
Delaware
$224K +$224K +6,715 New
WPW
358
Waldron Private Wealth
Pennsylvania
$223K
Thrivent Financial for Lutherans
359
Thrivent Financial for Lutherans
Minnesota
$221K -$29.4K -880 -12%
Macquarie Group
360
Macquarie Group
Australia
$220K
RCAMU
361
Rothschild & Co Asset Management US
Connecticut
$220K +$220K +6,595 New
SRAM
362
Stone Ridge Asset Management
New York
$210K
CONA
363
Capital One National Association
New York
$204K +$204K +6,133 New
ECM
364
Everence Capital Management
Indiana
$203K
WTB
365
Washington Trust Bank
Washington
$200K -$18.7K -562 -9%
IA
366
IFP Advisors
Florida
$200K +$200K +5,995 New
FAM
367
Formidable Asset Management
Ohio
$195K
Teacher Retirement System of Texas
368
Teacher Retirement System of Texas
Texas
$191K -$299K -8,991 -61%
JG
369
Jefferies Group
New York
$181K -$18.3M -549,453 -99%
OMCS
370
Old Mutual Customised Solutions
South Africa
$150K -$10K -300 -6%
FA
371
Friess Associates
Delaware
$136K
HSA
372
Hussman Strategic Advisors
Maryland
$133K
SC
373
SRB Corp
Massachusetts
$130K -$21.1K -633 -14%
MFS
374
MSI Financial Services
Massachusetts
$120K +$83.8K +2,516 +232%
Pacer Advisors
375
Pacer Advisors
Pennsylvania
$118K +$118K +3,550 New