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H&R Block

444 hedge funds and large institutions have $7.15B invested in H&R Block in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 169 increasing their positions, 140 reducing their positions, and 59 closing their positions.

Holders
444
Holders Change
Holders Change %
0%
% of All Funds
11.97%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.22%
New
64
Increased
169
Reduced
140
Closed
59
Calls
$318M
Puts
$88.7M
Net Calls
+$229M
Net Calls Change
+$49.6M
Name Market Value Shares Shares
Change
Shares
Change %
GLI
401
Guardian Life Insurance
New York
$36K 1,203
Northwestern Mutual Wealth Management
402
Northwestern Mutual Wealth Management
Wisconsin
$36K 1,236 +78 +7%
PIM
403
Parasol Investment Management
Illinois
$33K 1,127
LWCFA
404
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K 1,052
IPC
405
Independent Portfolio Consultants
Florida
$30K 995 -506 -34%
CF
406
CenterStar Fund
Illinois
FHA
407
First Horizon Advisors
Tennessee
$29K 982 +50 +5%
PCM
408
Prelude Capital Management
New York
$27K 920 +920 New
JFGIW
409
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26K 886 -760 -46%
ASN
410
Advisory Services Network
Georgia
$25K 840 -33 -4%
SAMC
411
Shinko Asset Management Company
Japan
$25K 855
NCM
412
Nelson Capital Management
California
$22K 750
KT
413
Kanaly Trust
Texas
$18K 600
JFA
414
JNBA Financial Advisors
Minnesota
$18K 600
CHP
415
Cable Hill Partners
Oregon
$18K 597 +597 New
WA
416
WFG Advisors
Texas
$15K 500
AP
417
Atwood & Palmer
Missouri
$14K 479
WEC
418
Winslow Evans & Crocker
Massachusetts
$12.1K 408 -160 -28%
EFSCE
419
Enterprise Financial Services Corp (EFSC)
Missouri
$12K 395
LWA
420
Lowe Wealth Advisors
Maryland
$12K 406
TWA
421
TCI Wealth Advisors
Arizona
$11K 365 +365 New
TFO
422
Tarbox Family Office
California
$9K 288
CFA
423
Carroll Financial Associates
North Carolina
$9K 318
IMS
424
Index Management Solutions
Pennsylvania
$9K 295 +183 +163%
Manulife (Manufacturers Life Insurance)
425
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.26K 278,498 -2,523 -0.9%