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H&R Block

375 hedge funds and large institutions have $2.76B invested in H&R Block in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-7
Holders Change %
-1.83%
% of All Funds
7.59%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
67
Increased
119
Reduced
141
Closed
72
Calls
$19.6M
Puts
$24.4M
Net Calls
-$4.8M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
351
Carson Wealth (CWM LLC)
Nebraska
$4K
Millennium Management
352
Millennium Management
New York
$3.98K -$1.2K -73,460 -23%
PFBT
353
Parkside Financial Bank & Trust
Missouri
$3K -$1.67K -110 -36%
TWA
354
TCI Wealth Advisors
Arizona
$3K +$3K +187 New
VFA
355
Valeo Financial Advisors
Indiana
$2K -$1.11K -84 -36%
SPIA
356
Steward Partners Investment Advisory
New York
$2K
FMII
357
Farmers & Merchants Investments Inc
Nebraska
$2K
GRP
358
Global Retirement Partners
California
$2K
EARNEST Partners
359
EARNEST Partners
Georgia
$2K
ACM
360
AUA Capital Management
Pennsylvania
$2K +$2K +93 New
PFA
361
Professional Financial Advisors
Nebraska
$2K +$2K +100 New
TFO
362
Tarbox Family Office
California
$1K -$5.22K -193 -84%
LC
363
Lindbrook Capital
California
$1K -$26 -1 -3%
EW
364
Evoke Wealth
California
$1K
PCS
365
Personal CFO Solutions
New Jersey
$1K +$165 +6,398 +20%
ECM
366
Estabrook Capital Management
New York
$652
ED
367
Exane Derivatives
France
$472
PP
368
Prudential plc
United Kingdom
-$70.2M -4,914,601 Closed
PCM
369
Polaris Capital Management
Massachusetts
-$26.8M -1,874,300 Closed
Janus Henderson Group
370
Janus Henderson Group
United Kingdom
-$9.32M -652,691 Closed
BGIM
371
Brandywine Global Investment Management
Pennsylvania
-$8.34M -583,991 Closed
Adage Capital Partners
372
Adage Capital Partners
Massachusetts
-$2.96M -207,000 Closed
MSE
373
MUFG Securities EMEA
United Kingdom
-$2.46M -172,000 Closed
Allianz Asset Management
374
Allianz Asset Management
Germany
-$2.22M -155,696 Closed
Chevy Chase Trust
375
Chevy Chase Trust
Maryland
-$2.16M -150,899 Closed