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H&R Block

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.79%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M
Name Market Value Shares Shares
Change
Shares
Change %
Axa
376
Axa
France
$116K 3,500 -17,941 -84%
SEC
377
Seven Eight Capital
New York
$112K 3,363 +3,363 New
EOJOAM
378
E. Ohman J:or Asset Management
Sweden
$110K 3,300
MAM
379
Mizuho Asset Management
Japan
$109K 3,271
LTFS
380
Ladenburg Thalmann Financial Services
Florida
$107K 3,215 +680 +27%
NSIM
381
North Star Investment Management
Illinois
$93K 2,800 -400 -13%
VFA
382
Virtus Fund Advisers
Connecticut
$91K 2,724
QI
383
QS Investors
New York
$88K 2,643 -1,225 -32%
ST
384
Spot Trading
Illinois
$81K 2,439 -27,390 -92%
Creative Planning
385
Creative Planning
Kansas
$73K 2,193 +503 +30%
CFN
386
Cordasco Financial Network
Florida
$67K 2,000
BC
387
Bartlett & Co
Ohio
$65K 1,963
MA
388
MUFG Americas
New York
$62K 1,862 -120 -6%
ARMT
389
Amica Retiree Medical Trust
Rhode Island
$61K 1,829 +1,829 New
NYLT
390
New York Life Trust
New York
$59K 1,768 +1,768 New
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$56K 1,697 +269 +19%
VanEck Associates
392
VanEck Associates
New York
$54K 1,629 +74 +5%
PAM
393
PartnerRe Asset Management
Connecticut
$53K 1,583 -3,417 -68%
RWA
394
Ropes Wealth Advisors
Massachusetts
$53K 1,600
MCA
395
Mercer Capital Advisers
New Jersey
$52K 1,550
PAIA
396
Park Avenue Institutional Advisers
New York
$51K 1,528 -303 -17%
RFWA
397
RPg Family Wealth Advisory
Massachusetts
$50K 1,500 +1,500 New
Twin Tree Management
398
Twin Tree Management
Texas
$39K 1,164 -5,132 -82%
ASN
399
Advisory Services Network
Georgia
$39K 1,177 +490 +71%
GLI
400
Guardian Life Insurance
New York
$37K 1,110 -505 -31%