HRB icon

H&R Block

450 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
9.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
54
Increased
183
Reduced
142
Closed
60
Calls
$27.4M
Puts
$26M
Net Calls
+$1.36M
Net Calls Change
+$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
351
Anchor Investment Management
South Carolina
$136K
GAM
352
GQ Asset Management
New York
$133K +$133K +5,547 New
IUHSA
353
Itau Unibanco Holding S.A.
Brazil
$118K
RFC
354
Regions Financial Corp
Alabama
$102K -$66.9K -2,792 -40%
AIP
355
Ameritas Investment Partners
Nebraska
$95K
Macquarie Group
356
Macquarie Group
Australia
$91K -$7.18K -300 -7%
TNBTD
357
Trustmark National Bank Trust Department
Mississippi
$88K
AP
358
Atwood & Palmer
Missouri
$87K
NIM
359
NuWave Investment Management
New Jersey
$87K +$86.6K +3,609 +22,556%
IA
360
IFP Advisors
Florida
$82K -$169K -7,016 -67%
GWM
361
Geneos Wealth Management
Colorado
$77K -$5.73K -241 -7%
Northwestern Mutual Wealth Management
362
Northwestern Mutual Wealth Management
Wisconsin
$66K -$815 -34 -1%
SCM
363
Silvant Capital Management
Georgia
$66K
OIA
364
OneDigital Investment Advisors
Kansas
$63K +$238 +10 +0.4%
PHK
365
Point72 Hong Kong
Hong Kong
$63K +$63K +2,624 New
TC
366
Truvestments Capital
Florida
$62K +$62K +2,348 New
TAIM
367
TD Ameritrade Investment Management
Nebraska
$58K -$34.6K -1,446 -37%
HNB
368
Huntington National Bank
Ohio
$57K
NSIM
369
North Star Investment Management
Illinois
$57K
CIA
370
CSat Investment Advisory
Michigan
$54K +$14.4K +600 +36%
LFA
371
Legacy Financial Advisors
Kentucky
$52K -$19.5K -814 -27%
Federated Hermes
372
Federated Hermes
Pennsylvania
$48K -$21.6K -895 -31%
CFN
373
Cordasco Financial Network
Florida
$48K
ARMT
374
Amica Retiree Medical Trust
Rhode Island
$44K
ONST
375
Old North State Trust
North Carolina
$39K +$39K +1,668 New