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H&R Block

460 hedge funds and large institutions have $4.93B invested in H&R Block in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+23
Holders Change %
+5.26%
% of All Funds
10.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
65
Increased
150
Reduced
162
Closed
38
Calls
$38.8M
Puts
$82.7M
Net Calls
-$43.9M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CFN
376
Cordasco Financial Network
Florida
$51K
RIM
377
Rampart Investment Management
Connecticut
$49K -$30.6K -1,215 -38%
ARMT
378
Amica Retiree Medical Trust
Rhode Island
$46K
CIA
379
CSat Investment Advisory
Michigan
$42K +$4.62K +182 +12%
RWA
380
Ropes Wealth Advisors
Massachusetts
$41K
WAM
381
Wealthspire Advisors (Maryland)
Maryland
$40K +$7.28K +287 +22%
ER
382
Enlightenment Research
Florida
$38K +$38K +1,500 New
S
383
SignatureFD
Georgia
$34K -$28K -1,111 -45%
VNA
384
Valley National Advisers
Pennsylvania
$30K
SWM
385
SeaCrest Wealth Management
New York
$25K
RFM
386
Royal Fund Management
Florida
$25K
CAPTRUST Financial Advisors
387
CAPTRUST Financial Advisors
North Carolina
$24K
Loomis, Sayles & Company
388
Loomis, Sayles & Company
Massachusetts
$24K +$15.5K +599 +181%
PFGIA
389
Patriot Financial Group Insurance Agency
Massachusetts
$21K
AQA
390
Alpha Quant Advisors
Texas
$18K +$18K +695 New
NL
391
NVWM LLC
Pennsylvania
$17K
JFA
392
JNBA Financial Advisors
Minnesota
$15K -$2.62M -104,722 -99%
GLI
393
Guardian Life Insurance
New York
$15K
RWA
394
River Wealth Advisors
Pennsylvania
$15K
WANY
395
Wealthspire Advisors (New York)
New York
$15K +$15K +598 New
AW
396
Alpha Windward
Massachusetts
$13K -$16.4K -663 -56%
CTC
397
Central Trust Company
Missouri
$13K
LWCFA
398
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K
FHA
399
First Horizon Advisors
Tennessee
$13K +$6.09K +250 +88%
BTNA
400
Bremer Trust National Association
Minnesota
$13K +$13K +500 New