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H&R Block

450 hedge funds and large institutions have $4.51B invested in H&R Block in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
55
Increased
145
Reduced
162
Closed
52
Calls
$60.8M
Puts
$120M
Net Calls
-$59.5M
Net Calls Change
-$77.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BFEC
351
Benjamin F. Edwards & Company
Missouri
$175K
Daiwa Securities Group
352
Daiwa Securities Group
Japan
$157K
RFC
353
Regions Financial Corp
Alabama
$154K +$456 +20 +0.3%
OSAM
354
O'Shaughnessy Asset Management
Connecticut
$153K -$2.98K -131 -2%
EOJOAM
355
E. Ohman J:or Asset Management
Sweden
$148K +$72.9K +3,200 +97%
AssetMark Inc
356
AssetMark Inc
California
$141K -$12.9K -568 -8%
FHA
357
Flagship Harbor Advisors
Massachusetts
$137K +$137K +6,057 New
CG
358
Cutler Group
California
$136K +$136K +5,990 New
LFA
359
Legacy Financial Advisors
Kentucky
$135K -$6.56K -274 -5%
AIM
360
Anchor Investment Management
South Carolina
$130K
Victory Capital Management
361
Victory Capital Management
Texas
$126K +$22.8K +1,006 +22%
CM
362
Caption Management
Oklahoma
$114K +$114K +5,000 New
MIFH
363
Migdal Insurance & Financial Holdings
Israel
$109K +$109K +4,771 New
TRCT
364
Tower Research Capital (TRC)
New York
$106K +$54K +2,369 +104%
Fuller & Thaler Asset Management
365
Fuller & Thaler Asset Management
California
$93K
AIP
366
Ameritas Investment Partners
Nebraska
$91K -$15.8K -693 -15%
AP
367
Atwood & Palmer
Missouri
$83K
PG
368
PEAK6 Group
Illinois
$83K +$83K +3,653 New
Nomura Holdings
369
Nomura Holdings
Japan
$75K -$585K -25,828 -89%
CBOA
370
Commonwealth Bank of Australia
Australia
$69K -$515K -23,461 -88%
Northwestern Mutual Wealth Management
371
Northwestern Mutual Wealth Management
Wisconsin
$66K +$10.3K +454 +19%
SCM
372
Silvant Capital Management
Georgia
$63K
OIA
373
OneDigital Investment Advisors
Kansas
$58K +$206 +9 +0.4%
HNB
374
Huntington National Bank
Ohio
$57K
SO
375
STRS Ohio
Ohio
$57K