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H&R Block

453 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
60
Increased
147
Reduced
171
Closed
48
Calls
$23.6M
Puts
$20.2M
Net Calls
+$3.41M
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
351
Cutler Group
California
$193K +$189K +6,470 +5,260%
AMI
352
Amica Mutual Insurance
Rhode Island
$177K -$83.4K -2,854 -32%
FHA
353
Flagship Harbor Advisors
Massachusetts
$177K
SIC
354
Salem Investment Counselors
North Carolina
$174K +$174K +5,922 New
AIM
355
Anchor Investment Management
South Carolina
$167K
PG
356
Pendal Group
Australia
$149K -$197K -6,737 -57%
HPC
357
HM Payson & Co
Maine
$141K +$141K +4,800 New
Capstone Investment Advisors
358
Capstone Investment Advisors
New York
$125K -$106K -3,618 -46%
AIP
359
Ameritas Investment Partners
Nebraska
$117K
Macquarie Group
360
Macquarie Group
Australia
$111K
AP
361
Atwood & Palmer
Missouri
$107K
TNBTD
362
Trustmark National Bank Trust Department
Mississippi
$93K -$14.8K -500 -14%
GWM
363
Geneos Wealth Management
Colorado
$86K -$8.65K -296 -9%
SCM
364
Silvant Capital Management
Georgia
$81K
HNB
365
Huntington National Bank
Ohio
$79K +$8.78K +300 +13%
Federated Hermes
366
Federated Hermes
Pennsylvania
$77K +$18.7K +638 +32%
OIA
367
OneDigital Investment Advisors
Kansas
$75K -$2.01K -69 -3%
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$74K -$6.33K -217 -8%
TAIM
369
TD Ameritrade Investment Management
Nebraska
$74K +$3.22K +110 +5%
QCG
370
Quadrant Capital Group
Ohio
$67K +$27.8K +963 +71%
CIA
371
CSat Investment Advisory
Michigan
$64K -$2.63K -89 -4%
CFN
372
Cordasco Financial Network
Florida
$59K
PRC
373
Pearl River Capital
Michigan
$55K +$55K +1,870 New
ASN
374
Advisory Services Network
Georgia
$50K +$4.29K +147 +9%
ONST
375
Old North State Trust
North Carolina
$49K