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H&R Block

464 hedge funds and large institutions have $10.8B invested in H&R Block in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 53 closing their positions.

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
12.97%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.53%
New
75
Increased
156
Reduced
161
Closed
53
Calls
$366M
Puts
$214M
Net Calls
+$152M
Net Calls Change
-$77.4M
Name Market Value Shares Shares
Change
Shares
Change %
FA
401
Friess Associates
Delaware
$148K 4,080
HSA
402
Hussman Strategic Advisors
Maryland
$145K 4,000 -2,000 -33%
QI
403
QS Investors
New York
$140K 3,868
W
404
Wealthfront
California
$137K 3,780 +2,397 +173%
HNB
405
Huntington National Bank
Ohio
$127K 3,503 -3,706 -51%
EOJOAM
406
E. Ohman J:or Asset Management
Sweden
$119K 3,300 -4,200 -56%
MAM
407
Mizuho Asset Management
Japan
$118K 3,271 +824 +34%
NSIM
408
North Star Investment Management
Illinois
$116K 3,200
VFA
409
Virtus Fund Advisers
Connecticut
$99K 2,724
LTFS
410
Ladenburg Thalmann Financial Services
Florida
$91K 2,535 -137 -5%
MA
411
MUFG Americas
New York
$72K 1,982 -241 -11%
CFN
412
Cordasco Financial Network
Florida
$72K 2,000
BC
413
Bartlett & Co
Ohio
$71K 1,963
SIM
414
Sonora Investment Management
Arizona
$71K 2,000 +2,000 New
PAIA
415
Park Avenue Institutional Advisers
New York
$66K 1,831 -26 -1%
Creative Planning
416
Creative Planning
Kansas
$61K 1,690 +1,690 New
RWA
417
Ropes Wealth Advisors
Massachusetts
$58K 1,600
GLI
418
Guardian Life Insurance
New York
$58K 1,615 +412 +34%
MCA
419
Mercer Capital Advisers
New Jersey
$56K 1,550
VanEck Associates
420
VanEck Associates
New York
$56K 1,555 +234 +18%
AAM
421
Advisors Asset Management
Colorado
$51K 1,400
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$51K 1,428 +192 +16%
MFS
423
MSI Financial Services
Massachusetts
$39K 1,086 -673 -38%
FHA
424
First Horizon Advisors
Tennessee
$35K 981 -1 -0.1%
TRCT
425
Tower Research Capital (TRC)
New York
$34K 950 +950 New