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H&R Block

428 hedge funds and large institutions have $5.33B invested in H&R Block in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 166 increasing their positions, 146 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
428
Holders Change
-21
Holders Change %
-4.68%
% of All Funds
11.42%
Holding in Top 10
2
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-81.82%
% of All Funds
0.05%
New
52
Increased
166
Reduced
146
Closed
68
Calls
$43.5M
Puts
$19.8M
Net Calls
+$23.7M
Net Calls Change
-$939K
Name Holding Trade Value Shares
Change
Shares
Change %
IA
351
IFP Advisors
Florida
$82K -$62.6K -2,595 -43%
Creative Planning
352
Creative Planning
Kansas
$76K +$18K +680 +31%
NSIM
353
North Star Investment Management
Illinois
$74K
VFA
354
Virtus Fund Advisers
Connecticut
$73K
QI
355
QS Investors
New York
$70K +$552 +21 +0.8%
Fuller & Thaler Asset Management
356
Fuller & Thaler Asset Management
California
$69K -$166K -6,240 -71%
CCA
357
Checchi Capital Advisers
California
$67K +$67K +2,537 New
Royal London Asset Management
358
Royal London Asset Management
United Kingdom
$58K +$54.7K +1,444,017 +1,665%
MAM
359
Mizuho Asset Management
Japan
$54K -$50.2K -1,576 -48%
Simplex Trading
360
Simplex Trading
Illinois
$54K +$54K +2,076 New
MFS
361
MSI Financial Services
Massachusetts
$53K -$42.2K -1,597 -44%
CFN
362
Cordasco Financial Network
Florida
$53K
Geode Capital Management
363
Geode Capital Management
Massachusetts
$52.5K +$3.12K +118,125 +6%
BC
364
Bartlett & Co
Ohio
$52K
VanEck Associates
365
VanEck Associates
New York
$51K +$8.31K +317 +19%
Truist Financial
366
Truist Financial
North Carolina
$48K -$189K -7,099 -80%
Toronto Dominion Bank
367
Toronto Dominion Bank
Ontario, Canada
$48K -$143K -5,415 -75%
ARMT
368
Amica Retiree Medical Trust
Rhode Island
$48K
RWA
369
Ropes Wealth Advisors
Massachusetts
$43K +$817 +31 +2%
NYLT
370
New York Life Trust
New York
$42K -$5.15K -193 -11%
PAM
371
PartnerRe Asset Management
Connecticut
$42K
VNA
372
Valley National Advisers
Pennsylvania
$42K +$31.3K +1,172 +293%
MCA
373
Mercer Capital Advisers
New Jersey
$41K
RFWA
374
RPg Family Wealth Advisory
Massachusetts
$39.6K
PAIA
375
Park Avenue Institutional Advisers
New York
$39K -$1.1K -42 -3%