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H&R Block

425 hedge funds and large institutions have $5.38B invested in H&R Block in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 150 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
-13
Holders Change %
-2.97%
% of All Funds
10.61%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
55
Increased
143
Reduced
150
Closed
62
Calls
$23.7M
Puts
$63.1M
Net Calls
-$39.3M
Net Calls Change
-$37.7M
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
376
Valley National Advisers
Pennsylvania
$42K +$53 +2 +0.1%
IR
377
Invictus RG
Bermuda
$37K -$603K -22,752 -94%
TRCT
378
Tower Research Capital (TRC)
New York
$37K +$24.7K +935 +200%
ASN
379
Advisory Services Network
Georgia
$36K
AW
380
Alpha Windward
Massachusetts
$33K -$463K -17,460 -93%
WAM
381
Wealthspire Advisors (Maryland)
Maryland
$31K +$983 +37 +3%
LWCFA
382
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K
HFM
383
Harvest Fund Management
China
$26K
RFM
384
Royal Fund Management
Florida
$26K
GWM
385
Geneos Wealth Management
Colorado
$26K
JFGIW
386
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22K
MCM
387
MV Capital Management
Maryland
$17K -$6.36K -238 -27%
LNB
388
Ledyard National Bank
$16K
JFA
389
JNBA Financial Advisors
Minnesota
$16K
FHA
390
First Horizon Advisors
Tennessee
$16K +$25 +1 +0.2%
WTB
391
Washington Trust Bank
Washington
$13K
GLI
392
Guardian Life Insurance
New York
$13K +$247 +9 +2%
FFW
393
Fusion Family Wealth
New York
$12K
PA
394
Parallel Advisors
California
$11K -$2.44K -93 -18%
LWA
395
Lowe Wealth Advisors
Maryland
$11K
QCG
396
Quadrant Capital Group
Ohio
$11K
SIAP
397
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K
AFNAS
398
American Financial Network Advisory Services
California
$8K +$8K +285 New
HI
399
Hudock Inc
Pennsylvania
$7K
TFO
400
Tarbox Family Office
California
$7K