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H&R Block

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M
Name Holding Trade Value Shares
Change
Shares
Change %
OMCS
351
Old Mutual Customised Solutions
South Africa
$172K
LTFS
352
Ladenburg Thalmann Financial Services
Florida
$142K -$24.3K -917 -15%
MIFH
353
Migdal Insurance & Financial Holdings
Israel
$137K -$121K -4,551 -47%
AIP
354
Ameritas Investment Partners
Nebraska
$124K
Victory Capital Management
355
Victory Capital Management
Texas
$104K -$3.16K -120 -3%
NIMI
356
Natixis Investment Managers International
France
$101K -$6.55K -247 -6%
AP
357
Atwood & Palmer
Missouri
$97K
ED
358
Exane Derivatives
France
$93.9K -$2.03M -76,775 -96%
EOJOAM
359
E. Ohman J:or Asset Management
Sweden
$87.4K
VFA
360
Virtus Fund Advisers
Connecticut
$73K
HNB
361
Huntington National Bank
Ohio
$72K
RIM
362
Rampart Investment Management
Connecticut
$70K -$746 -28 -1%
SO
363
STRS Ohio
Ohio
$69K
OIA
364
OneDigital Investment Advisors
Kansas
$67K +$187 +7 +0.3%
NSIM
365
North Star Investment Management
Illinois
$64K
CTC
366
Central Trust Company
Missouri
$63K +$452 +17 +0.7%
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$60K -$47.1K -1,759 -44%
EMG
368
ETF Managers Group
New Jersey
$60K +$4.99K +190 +9%
DVM
369
Dreman Value Management
Florida
$53K
CFN
370
Cordasco Financial Network
Florida
$53K
BC
371
Bartlett & Co
Ohio
$52K
ARMT
372
Amica Retiree Medical Trust
Rhode Island
$48K
Parallax Volatility Advisers
373
Parallax Volatility Advisers
California
$48K +$48K +1,831 New
HMS
374
Hanseatic Management Services
New Mexico
$43K +$16.2K +613 +60%
RWA
375
Ropes Wealth Advisors
Massachusetts
$42K