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H&R Block

449 hedge funds and large institutions have $8.35B invested in H&R Block in 2015 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 107 increasing their positions, 208 reducing their positions, and 74 closing their positions.

Holders
449
Holders Change
-15
Holders Change %
-3.23%
% of All Funds
11.79%
Holding in Top 10
11
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-42.11%
% of All Funds
0.29%
New
65
Increased
107
Reduced
208
Closed
74
Calls
$49.7M
Puts
$25M
Net Calls
+$24.7M
Net Calls Change
-$127M
Name Market Value Shares Shares
Change
Shares
Change %
AAM
401
Advisors Asset Management
Colorado
$37K 1,100 -300 -21%
AFP
402
Ausdal Financial Partners
Iowa
$37K 1,100 +1,100 New
LWCFA
403
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K 1,052
PCM
404
Penserra Capital Management
California
$33K 992 +992 New
FHA
405
First Horizon Advisors
Tennessee
$31K 945 -36 -4%
VIM
406
Veritas Investment Management
United Kingdom
$31K 923 +923 New
IPC
407
Independent Portfolio Consultants
Florida
$30K 890
AP
408
Atwood & Palmer
Missouri
$27K 825
NCM
409
Nelson Capital Management
California
$25K 750
WAM
410
Wealthspire Advisors (Maryland)
Maryland
$25K 764 +764 New
SAMC
411
Shinko Asset Management Company
Japan
$22K 659 -196 -23%
WA
412
WFG Advisors
Texas
$22K 665
JFA
413
JNBA Financial Advisors
Minnesota
$20K 600
PHK
414
Point72 Hong Kong
Hong Kong
$20K 600 +600 New
KT
415
Kanaly Trust
Texas
$17K 500 -100 -17%
MUS
416
Mitsubishi UFJ Securities
Japan
$17K 520 +520 New
WP
417
WealthPLAN Partners
Nebraska
$16.8K 506 +506 New
LWA
418
Lowe Wealth Advisors
Maryland
$14K 406
VNA
419
Valley National Advisers
Pennsylvania
$13K 400
EFSCE
420
Enterprise Financial Services Corp (EFSC)
Missouri
$13K 395
TWA
421
TCI Wealth Advisors
Arizona
$12K 365
HMS
422
Hanseatic Management Services
New Mexico
$12K 358 +358 New
SIM
423
Sonora Investment Management
Arizona
$11K 330 -1,670 -84%
CFG
424
Citizens Financial Group
Rhode Island
$11K 338 +338 New
TC
425
Trust Company
Kansas
$10.5K 315 -220 -41%