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H&R Block

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 closing their positions.

Holders
444
Holders Change
Holders Change %
0%
% of All Funds
11.97%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.22%
New
64
Increased
169
Reduced
140
Closed
59
Calls
$318M
Puts
$88.7M
Net Calls
+$229M
Net Calls Change
+$49.6M
Name Market Value Shares Shares
Change
Shares
Change %
TFA
376
Transamerica Financial Advisors
Florida
$185K 6,209 +503 +9%
HSA
377
Hussman Strategic Advisors
Maryland
$178K 6,000
FAM
378
Formidable Asset Management
Ohio
$176K 5,929
Fuller & Thaler Asset Management
379
Fuller & Thaler Asset Management
California
$166K 5,600 -3,100 -36%
ECM
380
Element Capital Management
New York
$157K 5,300 +5,300 New
PAM
381
PartnerRe Asset Management
Connecticut
$147K 4,972 -860 -15%
OMCS
382
Old Mutual Customised Solutions
South Africa
$142K 4,800
SC
383
SRB Corp
Massachusetts
$134K 4,531 -310 -6%
QT
384
Quantbot Technologies
New York
$122K 4,143 +4,143 New
FA
385
Friess Associates
Delaware
$121K 4,080
QI
386
QS Investors
New York
$115K 3,868
NSIM
387
North Star Investment Management
Illinois
$95K 3,200
VFA
388
Virtus Fund Advisers
Connecticut
$81K 2,724
LTFS
389
Ladenburg Thalmann Financial Services
Florida
$79K 2,672 +420 +19%
MAM
390
Mizuho Asset Management
Japan
$73K 2,447 +752 +44%
MA
391
MUFG Americas
New York
$66K 2,223 -1,685 -43%
CFN
392
Cordasco Financial Network
Florida
$59K 2,000 -2,000 -50%
BC
393
Bartlett & Co
Ohio
$58K 1,963
PAIA
394
Park Avenue Institutional Advisers
New York
$55K 1,857 +1,857 New
MFS
395
MSI Financial Services
Massachusetts
$52K 1,759 +657 +60%
RWA
396
Ropes Wealth Advisors
Massachusetts
$47K 1,600
MCA
397
Mercer Capital Advisers
New Jersey
$46K 1,550
AAM
398
Advisors Asset Management
Colorado
$42K 1,400
W
399
Wealthfront
California
$41K 1,383 +183 +15%
VanEck Associates
400
VanEck Associates
New York
$39K 1,321 +257 +24%