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H&R Block

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
376
Silvant Capital Management
Georgia
$70K +$70K +2,724 New
SO
377
STRS Ohio
Ohio
$64K -$2.17K -86 -3%
HNB
378
Huntington National Bank
Ohio
$64K
OIA
379
OneDigital Investment Advisors
Kansas
$64K +$228 +9 +0.4%
AIL
380
AGF Investments LLC
Ontario, Canada
$63K -$74.7K -2,796 -54%
Northwestern Mutual Wealth Management
381
Northwestern Mutual Wealth Management
Wisconsin
$62K +$3.75K +148 +6%
NSIM
382
North Star Investment Management
Illinois
$61K
TRCT
383
Tower Research Capital (TRC)
New York
$58K +$45.2K +1,776 +352%
S
384
SignatureFD
Georgia
$57K +$57K +2,235 New
HMS
385
Hanseatic Management Services
New Mexico
$56K +$9.9K +387 +21%
Parallax Volatility Advisers
386
Parallax Volatility Advisers
California
$52K -$126K -4,970 -71%
DVM
387
Dreman Value Management
Florida
$51K
CFN
388
Cordasco Financial Network
Florida
$51K
ARMT
389
Amica Retiree Medical Trust
Rhode Island
$46K
RWA
390
Ropes Wealth Advisors
Massachusetts
$41K
VNA
391
Valley National Advisers
Pennsylvania
$41K +$103 +4 +0.3%
MCM
392
Mainstay Capital Management
Michigan
$41K +$41K +1,637 New
Envestnet Asset Management
393
Envestnet Asset Management
Illinois
$40K -$148K -5,695 -79%
MRCM
394
M&R Capital Management
New Jersey
$37K
ASN
395
Advisory Services Network
Georgia
$36K +$1.87K +74 +5%
WAM
396
Wealthspire Advisors (Maryland)
Maryland
$35K +$1.7K +67 +5%
PCM
397
Penserra Capital Management
California
$35K +$12K +473 +52%
GWM
398
Geneos Wealth Management
Colorado
$25K
RFM
399
Royal Fund Management
Florida
$25K
JFGIW
400
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K