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H&R Block

407 hedge funds and large institutions have $4.43B invested in H&R Block in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 50 closing their positions.

Holders
407
Holders Change
+4
Holders Change %
+0.99%
% of All Funds
10.19%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
60
Increased
134
Reduced
148
Closed
50
Calls
$88.4M
Puts
$16M
Net Calls
+$72.4M
Net Calls Change
+$40.7M
Name Market Value Shares Shares
Change
Shares
Change %
MWM
376
Mascoma Wealth Management
New Hampshire
$9K 400 +400 New
QCG
377
Quadrant Capital Group
Ohio
$8K 471 -43 -8%
PMFA
378
Plante Moran Financial Advisors
Michigan
$8K 365
YWP
379
YorkBridge Wealth Partners
New York
$8K 350 +350 New
TC
380
Trust Company
Kansas
$7K 310 -5 -2%
CFA
381
Carroll Financial Associates
North Carolina
$7K 318
EA
382
Edge Advisors
Georgia
$7K 319 +319 New
TFO
383
Tarbox Family Office
California
$6K 264
HI
384
Hudock Inc
Pennsylvania
$6K 300
EFSCE
385
Enterprise Financial Services Corp (EFSC)
Missouri
$6K 272 +39 +17%
GBT
386
Grove Bank & Trust
Florida
$6K 280 +280 New
PCFFS
387
Pacific Center for Financial Services
California
$6K 280 +280 New
ARMC
388
American Research & Management Company
Massachusetts
$5K 200
PFBT
389
Parkside Financial Bank & Trust
Missouri
$5K 218 +31 +17%
PFGIA
390
Patriot Financial Group Insurance Agency
Massachusetts
$5K 225 +225 New
Loomis, Sayles & Company
391
Loomis, Sayles & Company
Massachusetts
$4K 191
CAW
392
Cornerstone Advisors (Washington)
Washington
$4K 168
QAM
393
QCI Asset Management
New York
$3K 144
MRCM
394
M&R Capital Management
New Jersey
$3K 150
SSB
395
Sandy Spring Bank
Maryland
$3K 119 +119 New
EARNEST Partners
396
EARNEST Partners
Georgia
$3K 119 +119 New
WPA
397
West Paces Advisors
Georgia
$2.18K 95 +95 New
GAM
398
Gemmer Asset Management
California
$2K 72
SFS
399
Sowell Financial Services
Arkansas
$2K 89 +89 New
TFA
400
Transamerica Financial Advisors
Florida
$1K 4 -5 -56%