HRB icon

H&R Block

460 hedge funds and large institutions have $4.93B invested in H&R Block in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+23
Holders Change %
+5.26%
% of All Funds
10.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
65
Increased
150
Reduced
162
Closed
38
Calls
$38.8M
Puts
$82.7M
Net Calls
-$43.9M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SP
351
Symmetry Partners
Connecticut
$152K +$152K +5,987 New
ACA
352
Atlas Capital Advisors
Wyoming
$149K +$26.4K +1,041 +22%
AIM
353
Anchor Investment Management
South Carolina
$145K
EMG
354
ETF Managers Group
New Jersey
$130K +$17.7K +699 +16%
IUHSA
355
Itau Unibanco Holding S.A.
Brazil
$118K +$1.31K +52 +1%
HI
356
Human Investing
Oregon
$117K +$117K +4,621 New
Parallax Volatility Advisers
357
Parallax Volatility Advisers
California
$107K +$107K +4,221 New
Macquarie Group
358
Macquarie Group
Australia
$104K -$7.61K -300 -7%
AIP
359
Ameritas Investment Partners
Nebraska
$101K
TAIM
360
TD Ameritrade Investment Management
Nebraska
$98K +$1.8K +71 +2%
TNBTD
361
Trustmark National Bank Trust Department
Mississippi
$93K
AP
362
Atwood & Palmer
Missouri
$93K
GWM
363
Geneos Wealth Management
Colorado
$87K +$4.5K +180 +5%
Schroder Investment Management Group
364
Schroder Investment Management Group
United Kingdom
$84.7K -$10.8K -426,588 -11%
LFA
365
Legacy Financial Advisors
Kentucky
$76K -$67.5K -2,653 -47%
AAMU
366
Amundi Asset Management US
Massachusetts
$73.8K -$27.8K -1,094,678 -27%
Federated Hermes
367
Federated Hermes
Pennsylvania
$73K -$172K -6,780 -70%
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$71K -$17.3K -680 -20%
SCM
369
Silvant Capital Management
Georgia
$70K
OIA
370
OneDigital Investment Advisors
Kansas
$67K +$2.21K +87 +3%
SO
371
STRS Ohio
Ohio
$64K
HNB
372
Huntington National Bank
Ohio
$61K
NSIM
373
North Star Investment Management
Illinois
$61K
KL
374
KWMG LLC
Kansas
$55K -$6.2K -243 -10%
TSW
375
Thompson Siegel & Walmsley
Virginia
$52K -$18.9M -743,960 -100%