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H&R Block

407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
134
Reduced
148
Closed
50
Calls
$88.4M
Puts
$16M
Net Calls
+$72.4M
Net Calls Change
+$40.7M
Name Market Value Shares Shares
Change
Shares
Change %
NIPH
351
NN Investment Partners Holdings
Netherlands
$32K 1,394
NFG
352
Next Financial Group
Texas
$27K 1,175
AP
353
Atwood & Palmer
Missouri
$26K 1,146
LWCFA
354
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K 1,052
WAM
355
Wealthspire Advisors (Maryland)
Maryland
$22K 970 -4,561 -82%
GWM
356
Geneos Wealth Management
Colorado
$22K 1,000
RFM
357
Royal Fund Management
Florida
$22K 1,000 +1,000 New
AAM
358
Advisors Asset Management
Colorado
$21K 900 -100 -10%
MCM
359
MV Capital Management
Maryland
$21K 916 +143 +18%
FHA
360
First Horizon Advisors
Tennessee
$20K 911
GLI
361
Guardian Life Insurance
New York
$18K 794 -46 -5%
GXMC
362
Global X Management Company
New York
$17K 756 +288 +62%
PCM
363
Penserra Capital Management
California
$16K 706 -3,521 -83%
WA
364
WFG Advisors
Texas
$15K 665
PIA
365
Piedmont Investment Advisors
North Carolina
$14.3K 620 +616 +15,400%
JFA
366
JNBA Financial Advisors
Minnesota
$14K 600 -240 -29%
FNBT
367
FineMark National Bank & Trust
Florida
$13K 539 -1,500 -74%
WB
368
Webster Bank
Connecticut
$13K 544 +544 New
WTB
369
Washington Trust Bank
Washington
$12K 520
KT
370
Kanaly Trust
Texas
$11K 500
FFW
371
Fusion Family Wealth
New York
$11K 450 +450 New
FANJ
372
Financial Architects (New Jersey)
New Jersey
$10K 417
WA
373
Winfield Associates
Ohio
$10K 431 +286 +197%
PA
374
Parallel Advisors
California
$10K 420 +420 New
LWA
375
Lowe Wealth Advisors
Maryland
$9K 406