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H&R Block

437 hedge funds and large institutions have $5.04B invested in H&R Block in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 133 increasing their positions, 170 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
-13
Holders Change %
-2.89%
% of All Funds
10.01%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
51
Increased
133
Reduced
170
Closed
58
Calls
$44.7M
Puts
$91M
Net Calls
-$46.4M
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
376
SeaCrest Wealth Management
New York
$25K -$37.8K -1,465 -60%
RFM
377
Royal Fund Management
Florida
$25K
CAPTRUST Financial Advisors
378
CAPTRUST Financial Advisors
North Carolina
$25K +$25K +950 New
PFGIA
379
Patriot Financial Group Insurance Agency
Massachusetts
$21K +$21K +830 New
NL
380
NVWM LLC
Pennsylvania
$18K
EAM
381
Exane Asset Management
France
$17.5K +$17.5K +681 New
GLI
382
Guardian Life Insurance
New York
$15K
RWA
383
River Wealth Advisors
Pennsylvania
$15K
CHP
384
Cable Hill Partners
Oregon
$15K
MWPCG
385
Measured Wealth Private Client Group
New Hampshire
$15K +$15K +580 New
WTB
386
Washington Trust Bank
Washington
$13K
CTC
387
Central Trust Company
Missouri
$13K
LWCFA
388
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
KA
389
Kaizen Advisory
Illinois
$13K
FFW
390
Fusion Family Wealth
New York
$12K
TRCT
391
Tower Research Capital (TRC)
New York
$11K -$105K -4,208 -91%
QCG
392
Quadrant Capital Group
Ohio
$11K
SIAP
393
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K
LWA
394
Lowe Wealth Advisors
Maryland
$10K
Loomis, Sayles & Company
395
Loomis, Sayles & Company
Massachusetts
$9K -$559K -20,561 -98%
GAM
396
Gemmer Asset Management
California
$8K
FL
397
Fort LP
Maryland
$8K
PA
398
Parallel Advisors
California
$7K -$844 -34 -11%
HI
399
Hudock Inc
Pennsylvania
$7K
TFO
400
Tarbox Family Office
California
$7K