HRB icon

H&R Block

443 hedge funds and large institutions have $4.54B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 179 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+11
Holders Change %
+2.55%
% of All Funds
8.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
78
Increased
120
Reduced
179
Closed
56
Calls
$13.1M
Puts
$13.5M
Net Calls
-$468K
Net Calls Change
-$4.56M
Name Holding Trade Value Shares
Change
Shares
Change %
RIM
351
Rampart Investment Management
Connecticut
$116K +$8.47K +361 +8%
HPC
352
HM Payson & Co
Maine
$113K
WAM
353
Wolverine Asset Management
Illinois
$99K +$28.8K +1,230 +41%
PCM
354
Pinz Capital Management
New York
$99K +$99K +4,200 New
CIA
355
CSat Investment Advisory
Michigan
$85K +$17.6K +757 +26%
AIP
356
Ameritas Investment Partners
Nebraska
$81K
Federated Hermes
357
Federated Hermes
Pennsylvania
$81K +$13K +551 +19%
MME
358
Meag Munich Ergo
Germany
$79K -$970K -41,336 -92%
VCP
359
Verus Capital Partners
Arizona
$78K +$78K +3,335 New
GWM
360
Geneos Wealth Management
Colorado
$71K +$2.98K +129 +4%
HNB
361
Huntington National Bank
Ohio
$70K +$13.8K +590 +25%
NSIM
362
North Star Investment Management
Illinois
$56K
EW
363
Evoke Wealth
California
$53.2K -$214 -9 -0.4%
SCM
364
Silvant Capital Management
Georgia
$53K
AF
365
Advisornet Financial
Minnesota
$52K +$32.6K +1,392 +168%
RA
366
Rational Advisors
New York
$50K -$4.87K -206 -9%
CFN
367
Cordasco Financial Network
Florida
$47K
FMT
368
First Mercantile Trust
Tennessee
$35K +$2.18K +92 +7%
AP
369
Americana Partners
Texas
$35K +$35K +1,500 New
QCG
370
Quadrant Capital Group
Ohio
$31K +$1.08K +49 +4%
VNA
371
Valley National Advisers
Pennsylvania
$28K
PI
372
PineBridge Investments
New York
$27K -$1.43K -62 -5%
S
373
SignatureFD
Georgia
$24K -$5.81K -247 -19%
FGAM
374
Financial Gravity Asset Management
Texas
$23K -$220K -86 -91%
RFM
375
Royal Fund Management
Florida
$23K