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H&R Block

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-60
Holders Change %
-13.54%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
127
Reduced
148
Closed
101
Calls
$8.34M
Puts
$9.66M
Net Calls
-$1.32M
Net Calls Change
-$852K
Name Holding Trade Value Shares
Change
Shares
Change %
MF
351
Manchester Financial
California
$4K
PCFFS
352
Pacific Center for Financial Services
California
$4K
PFBT
353
Parkside Financial Bank & Trust
Missouri
$4K +$1.14K +84 +40%
Parallax Volatility Advisers
354
Parallax Volatility Advisers
California
$3K -$100K -6,518 -97%
EWM
355
EPG Wealth Management
Georgia
$3K +$33 +2 +1%
VFA
356
Valeo Financial Advisors
Indiana
$3K +$235 +17 +9%
LC
357
Lindbrook Capital
California
$3K +$3K +185 New
FCH
358
Freestone Capital Holdings
Washington
$2.93K -$14 -1,003 -0.5%
WQ
359
Wealth Quarterback
New Jersey
$2.9K +$28 +2 +1%
GEA
360
Glen Eagle Advisors
New Jersey
$2.82K +$2.82K +200 New
AWA
361
Arkadios Wealth Advisors
Georgia
$2.49K
SIS
362
Sound Income Strategies
Florida
$2K
CCM
363
Covington Capital Management
California
$2K
SPIA
364
Steward Partners Investment Advisory
New York
$2K
EARNEST Partners
365
EARNEST Partners
Georgia
$2K
FMII
366
Farmers & Merchants Investments Inc
Nebraska
$2K +$152 +10 +8%
ED
367
Exane Derivatives
France
$1.87K
ME
368
McIlrath & Eck
Washington
$1K
GRP
369
Global Retirement Partners
California
$1K +$10 +1 +1%
EFSCE
370
Enterprise Financial Services Corp (EFSC)
Missouri
$1K +$421 +32 +73%
BL
371
Balentine LLC
Georgia
$1K +$1K +36 New
SFSIG
372
San Francisco Sentry Investment Group
California
$1K +$1K +43 New
ZB
373
Zions Bancorporation
Utah
$1K +$1K +43 New
PW
374
Price Wealth
Texas
$1K +$1K +58 New
OAM
375
Optimal Asset Management
California
$589 +$236 +16,795 +67%