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H&R Block

375 hedge funds and large institutions have $2.76B invested in H&R Block in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
375
Holders Change
-7
Holders Change %
-1.83%
% of All Funds
7.59%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
67
Increased
119
Reduced
141
Closed
72
Calls
$19.6M
Puts
$24.4M
Net Calls
-$4.8M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
CC
376
Cipher Capital
New York
-$1.93M -135,034 Closed
BAM
377
Blueshift Asset Management
New Jersey
-$1.77M -124,219 Closed
MAM
378
Martingale Asset Management
Massachusetts
-$1.74M -122,005 Closed
ESCM
379
Echo Street Capital Management
New York
-$1.53M -106,938 Closed
TC
380
TwinBeech Capital
New York
-$1.23M -85,862 Closed
Wellington Management Group
381
Wellington Management Group
Massachusetts
-$1.2M -83,812 Closed
TD Asset Management
382
TD Asset Management
Ontario, Canada
-$1.2M -83,654 Closed
WI
383
WBI Investments
New Jersey
-$1M -70,285 Closed
N
384
Natixis
France
-$812K -56,873 Closed
SMDAM
385
Sumitomo Mitsui DS Asset Management
Japan
-$799K -56,010 Closed
AWM
386
AE Wealth Management
Kansas
-$646K -45,236 Closed
WOSD
387
WFA of San Diego
California
-$1.01M -41,324 Closed
USAA
388
United Services Automobile Association
Texas
-$585K -41,014 Closed
ARTA
389
A.R.T. Advisors
New York
-$536K -37,517 Closed
URS
390
Utah Retirement Systems
Utah
-$525K -36,733 Closed
HW
391
Hancock Whitney
Mississippi
-$524K -36,687 Closed
CCM
392
Cadence Capital Management
Massachusetts
-$522K -36,563 Closed
Simplex Trading
393
Simplex Trading
Illinois
-$481K -33,715 Closed
WBC
394
Westpac Banking Corp
Australia
-$454K -31,800 Closed
Wolverine Trading
395
Wolverine Trading
Illinois
-$440K -30,939 Closed
CCP
396
Corient Capital Partners
California
-$334K -23,346 Closed
LCM
397
Landscape Capital Management
New Jersey
-$320K -22,400 Closed
HIMCH
398
Hartford Investment Management Co (HIMCO)
Connecticut
-$308K -21,553 Closed
SLF
399
Sun Life Financial
Ontario, Canada
-$292K -20,478 Closed
OSIA
400
O'Shares Investment Advisers
Massachusetts
-$278K -19,456 Closed