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H&R Block

464 hedge funds and large institutions have $10.8B invested in H&R Block in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 53 closing their positions.

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
12.97%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.53%
New
75
Increased
156
Reduced
161
Closed
53
Calls
$366M
Puts
$214M
Net Calls
+$152M
Net Calls Change
-$77.4M
Name Market Value Shares Shares
Change
Shares
Change %
WCM
376
Windward Capital Management
California
$267K 7,370 +7,370 New
OA
377
OFI Advisors
Pennsylvania
$261K 7,211 -1,947 -21%
BST
378
Bath Savings Trust
Maine
$252K 6,961
Calamos Advisors
379
Calamos Advisors
Illinois
$250K 6,900 +6,900 New
CC
380
ClearArc Capital
Ohio
$243K 6,725 -90 -1%
CI
381
Conning Inc
Connecticut
$240K 6,640 -800 -11%
WPW
382
Waldron Private Wealth
Pennsylvania
$240K 6,650 +6,650 New
Macquarie Group
383
Macquarie Group
Australia
$239K 6,600 -6,400 -49%
WTB
384
Washington Trust Bank
Washington
$238K 6,569 -100 -1%
TFA
385
Transamerica Financial Advisors
Florida
$236K 6,514 +305 +5%
Daiwa Securities Group
386
Daiwa Securities Group
Japan
$235K 6,500
Twin Tree Management
387
Twin Tree Management
Texas
$228K 6,296 +6,296 New
SRAM
388
Stone Ridge Asset Management
New York
$228K 6,300 +6,300 New
ECM
389
Everence Capital Management
Indiana
$221K 6,094 +6,094 New
RVPG
390
Relative Value Partners Group
$217K 6,000 +6,000 New
FAM
391
Formidable Asset Management
Ohio
$214K 5,929
CI
392
Constellation Investments
Ohio
$214K 5,900 +5,900 New
SIC
393
Salem Investment Counselors
North Carolina
$212K 5,922 +5,922 New
VKH
394
Virtu KCG Holdings
New York
$211K 5,828 -15,711 -73%
VRS
395
Virginia Retirement Systems
Virginia
$210K 5,797 +5,797 New
WB
396
WesBanco Bank
West Virginia
$201K 5,562 +5,562 New
CCMG
397
Clark Capital Management Group
Pennsylvania
$200K 5,537 +5,537 New
PAM
398
PartnerRe Asset Management
Connecticut
$181K 5,000 +28 +0.6%
OMCS
399
Old Mutual Customised Solutions
South Africa
$174K 4,800
SC
400
SRB Corp
Massachusetts
$164K 4,531