HRB icon

H&R Block

443 hedge funds and large institutions have $4.54B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 179 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+11
Holders Change %
+2.55%
% of All Funds
8.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
78
Increased
120
Reduced
179
Closed
56
Calls
$13.1M
Puts
$13.5M
Net Calls
-$468K
Net Calls Change
-$4.56M
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
376
Citizens Financial Group
Rhode Island
$23K +$23K +961 New
CTC
377
Central Trust Company
Missouri
$22K
PCM
378
Prelude Capital Management
New York
$22K +$22K +950 New
PFGIA
379
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$23 -1 -0.1%
ICM
380
Islay Capital Management
Texas
$18K +$18K +767 New
Rockefeller Capital Management
381
Rockefeller Capital Management
New York
$18K +$17.7K +780 +5,200%
Loomis, Sayles & Company
382
Loomis, Sayles & Company
Massachusetts
$17K -$93.5K -4,096 -85%
ASN
383
Advisory Services Network
Georgia
$17K -$24.5K -1,012 -59%
HGWM
384
Harvest Group Wealth Management
Massachusetts
$17K
NL
385
NVWM LLC
Pennsylvania
$16K
AP
386
Atwood & Palmer
Missouri
$15K -$69.2K -3,000 -82%
Twin Tree Management
387
Twin Tree Management
Texas
$15K +$15K +641 New
GLI
388
Guardian Life Insurance
New York
$14K -$389 -16 -3%
JFA
389
JNBA Financial Advisors
Minnesota
$14K
TPCW
390
TD Private Client Wealth
New York
$13.5K +$13.5K +577 New
FFW
391
Fusion Family Wealth
New York
$11K
FHA
392
First Horizon Advisors
Tennessee
$11K +$456 +21 +4%
Daiwa Securities Group
393
Daiwa Securities Group
Japan
$10K -$177K -7,400 -95%
TAIM
394
TD Ameritrade Investment Management
Nebraska
$10K -$8.38K -352 -46%
CFB
395
Cullen/Frost Bankers
Texas
$10K -$7.17K -292 -42%
AW
396
Alpha Windward
Massachusetts
$10K -$4.29K -186 -30%
LWA
397
Lowe Wealth Advisors
Maryland
$10K
NFG
398
Next Financial Group
Texas
$10K
SIAP
399
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K
HI
400
Hudock Inc
Pennsylvania
$9K +$2.25K +100 +33%