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H&R Block

451 hedge funds and large institutions have $5.23B invested in H&R Block in 2018 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 157 increasing their positions, 157 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+2
Holders Change %
+0.45%
% of All Funds
10.35%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
157
Reduced
157
Closed
46
Calls
$71.8M
Puts
$54.2M
Net Calls
+$17.6M
Net Calls Change
+$86M
Name Holding Trade Value Shares
Change
Shares
Change %
NL
401
NVWM LLC
Pennsylvania
$17K
LNB
402
Ledyard National Bank
$15K
JFA
403
JNBA Financial Advisors
Minnesota
$15K
CHP
404
Cable Hill Partners
Oregon
$15K
LWCFA
405
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K -$14.4K -552 -52%
WTB
406
Washington Trust Bank
Washington
$13K
CTC
407
Central Trust Company
Missouri
$13K +$12.6K +500 +2,941%
GLI
408
Guardian Life Insurance
New York
$12K -$4.68K -190 -28%
PA
409
Parallel Advisors
California
$12K +$885 +36 +8%
ME
410
McIlrath & Eck
Washington
$11K
QCG
411
Quadrant Capital Group
Ohio
$11K
FFW
412
Fusion Family Wealth
New York
$11K
LWA
413
Lowe Wealth Advisors
Maryland
$10K
SIAP
414
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K
FHA
415
First Horizon Advisors
Tennessee
$7K -$5.77K -254 -45%
HI
416
Hudock Inc
Pennsylvania
$7K
TFO
417
Tarbox Family Office
California
$7K
PCFFS
418
Pacific Center for Financial Services
California
$7K
FQ
419
First Quadrant
California
$6K -$1.39M -56,143 -100%
PFBT
420
Parkside Financial Bank & Trust
Missouri
$5K
KA
421
Kaizen Advisory
Illinois
$5K
RCAG
422
Rehmann Capital Advisory Group
Michigan
$5K +$5K +212 New
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$4K -$2.59K -97 -39%
QAM
424
QCI Asset Management
New York
$4K
CAW
425
Cornerstone Advisors (Washington)
Washington
$4K