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H&R Block

453 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
60
Increased
147
Reduced
171
Closed
48
Calls
$23.6M
Puts
$20.2M
Net Calls
+$3.41M
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
376
Tiverton Asset Management
Delaware
$46K +$46K +1,565 New
PCM
377
Prelude Capital Management
New York
$46K +$46K +1,584 New
QT
378
Quantbot Technologies
New York
$41K -$645K -22,425 -94%
S
379
SignatureFD
Georgia
$37K +$5.83K +197 +19%
VNA
380
Valley National Advisers
Pennsylvania
$35K
CAPTRUST Financial Advisors
381
CAPTRUST Financial Advisors
North Carolina
$30K -$1.03K -35 -3%
RFM
382
Royal Fund Management
Florida
$29K
TFGT
383
TS Financial Group (TSFG)
Illinois
$29K
PFGIA
384
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$730 +25 +3%
ARMT
385
Amica Retiree Medical Trust
Rhode Island
$26K -$28.2K -952 -52%
CTC
386
Central Trust Company
Missouri
$26K +$11.8K +415 +83%
GAM
387
Griffin Asset Management
New York
$22K +$22K +745 New
HGWM
388
Harvest Group Wealth Management
Massachusetts
$21K
NL
389
NVWM LLC
Pennsylvania
$20K
JFA
390
JNBA Financial Advisors
Minnesota
$18K
GLI
391
Guardian Life Insurance
New York
$17K
AW
392
Alpha Windward
Massachusetts
$17K +$2.55K +93 +18%
FHA
393
First Horizon Advisors
Tennessee
$15K -$735 -25 -5%
FAM
394
Fred Alger Management
New York
$14K
FFW
395
Fusion Family Wealth
New York
$13K
DWM
396
Doyle Wealth Management
Florida
$13K +$13K +447 New
RWA
397
Ropes Wealth Advisors
Massachusetts
$12K -$34.6K -1,188 -74%
SIAP
398
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K
LWA
399
Lowe Wealth Advisors
Maryland
$12K
NFG
400
Next Financial Group
Texas
$12K