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H&R Block

432 hedge funds and large institutions have $4.9B invested in H&R Block in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 173 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
-21
Holders Change %
-4.64%
% of All Funds
9.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
138
Reduced
173
Closed
65
Calls
$16.2M
Puts
$12.1M
Net Calls
+$4.09M
Net Calls Change
+$681K
Name Holding Trade Value Shares
Change
Shares
Change %
Macquarie Group
351
Macquarie Group
Australia
$90K
AP
352
Atwood & Palmer
Missouri
$86K
AIP
353
Ameritas Investment Partners
Nebraska
$82K -$12.5K -526 -13%
WAM
354
Wolverine Asset Management
Illinois
$70K +$70K +2,997 New
GWM
355
Geneos Wealth Management
Colorado
$68K
Federated Hermes
356
Federated Hermes
Pennsylvania
$68K +$6.35K +270 +10%
CIA
357
CSat Investment Advisory
Michigan
$68K +$17.1K +729 +34%
CG
358
Cutler Group
California
$67K -$86.8K -3,721 -56%
HNB
359
Huntington National Bank
Ohio
$57K -$7.13K -300 -11%
NSIM
360
North Star Investment Management
Illinois
$57K +$57K +2,400 New
RA
361
Rational Advisors
New York
$55K +$53.8K +2,272 +4,455%
EW
362
Evoke Wealth
California
$53.8K +$53.8K +2,252 New
SCM
363
Silvant Capital Management
Georgia
$53K -$11.7K -492 -18%
ASN
364
Advisory Services Network
Georgia
$50K
CFN
365
Cordasco Financial Network
Florida
$47K
SFS
366
Sowell Financial Services
Arkansas
$37K +$37K +1,564 New
FMT
367
First Mercantile Trust
Tennessee
$33K +$33K +1,384 New
QCG
368
Quadrant Capital Group
Ohio
$31K -$22K -963 -42%
S
369
SignatureFD
Georgia
$30K +$402 +17 +1%
PI
370
PineBridge Investments
New York
$29K +$29K +1,230 New
VNA
371
Valley National Advisers
Pennsylvania
$28K
CAPTRUST Financial Advisors
372
CAPTRUST Financial Advisors
North Carolina
$23K -$944 -40 -4%
RFM
373
Royal Fund Management
Florida
$23K
CTC
374
Central Trust Company
Missouri
$22K
PFGIA
375
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$1.41K -61 -7%