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H&R Block

450 hedge funds and large institutions have $4.51B invested in H&R Block in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
55
Increased
145
Reduced
162
Closed
52
Calls
$60.8M
Puts
$120M
Net Calls
-$59.5M
Net Calls Change
-$77.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
376
Piedmont Investment Advisors
North Carolina
$56K -$2.02M -87,878 -97%
SWM
377
SeaCrest Wealth Management
New York
$55K -$67.7K -2,995 -55%
NSIM
378
North Star Investment Management
Illinois
$55K
IUHSA
379
Itau Unibanco Holding S.A.
Brazil
$51K -$109K -4,835 -68%
TAIM
380
TD Ameritrade Investment Management
Nebraska
$48K +$48K +2,121 New
CFN
381
Cordasco Financial Network
Florida
$46K
Envestnet Asset Management
382
Envestnet Asset Management
Illinois
$44K +$8.91K +390 +25%
ARMT
383
Amica Retiree Medical Trust
Rhode Island
$42K
S
384
SignatureFD
Georgia
$41K -$9.82K -432 -19%
MCM
385
Mainstay Capital Management
Michigan
$37K
VNA
386
Valley National Advisers
Pennsylvania
$37K +$92 +4 +0.3%
ASN
387
Advisory Services Network
Georgia
$36K -$591 -23 -2%
RWA
388
Ropes Wealth Advisors
Massachusetts
$36K
MRCM
389
M&R Capital Management
New Jersey
$33K
WAM
390
Wealthspire Advisors (Maryland)
Maryland
$28K -$3.84K -166 -12%
GWM
391
Geneos Wealth Management
Colorado
$22K
RFM
392
Royal Fund Management
Florida
$22K
CIA
393
CSat Investment Advisory
Michigan
$22K +$22K +971 New
CF
394
Centaurus Financial
California
$20K +$20K +866 New
JFGIW
395
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$19K
FGAM
396
Financial Gravity Asset Management
Texas
$18K +$15.7K +601 +675%
NL
397
NVWM LLC
Pennsylvania
$16K
LNB
398
Ledyard National Bank
$14K
JFA
399
JNBA Financial Advisors
Minnesota
$14K
RWA
400
River Wealth Advisors
Pennsylvania
$14K +$14K +601 New