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H&R Block

450 hedge funds and large institutions have $4.51B invested in H&R Block in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
55
Increased
145
Reduced
162
Closed
52
Calls
$60.8M
Puts
$120M
Net Calls
-$59.5M
Net Calls Change
-$77.1M
Name Holding Trade Value Shares
Change
Shares
Change %
CHP
401
Cable Hill Partners
Oregon
$13K
GLI
402
Guardian Life Insurance
New York
$13K +$2.07K +92 +19%
CTC
403
Central Trust Company
Missouri
$12K
LWCFA
404
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K
WTB
405
Washington Trust Bank
Washington
$11K
KA
406
Kaizen Advisory
Illinois
$11K +$6.87K +308 +166%
FANJ
407
Financial Architects (New Jersey)
New Jersey
$11K +$11K +500 New
FFW
408
Fusion Family Wealth
New York
$10K
QCG
409
Quadrant Capital Group
Ohio
$9K -$378 -20 -4%
LWA
410
Lowe Wealth Advisors
Maryland
$9K
SIAP
411
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K
FL
412
Fort LP
Maryland
$7K -$960K -44,971 -99%
PA
413
Parallel Advisors
California
$7K -$3.81K -172 -35%
GAM
414
Gemmer Asset Management
California
$7K +$5.27K +220 +306%
HI
415
Hudock Inc
Pennsylvania
$6K
TFO
416
Tarbox Family Office
California
$6K
PCFFS
417
Pacific Center for Financial Services
California
$6K
FHA
418
First Horizon Advisors
Tennessee
$5K -$442 -25 -8%
PFBT
419
Parkside Financial Bank & Trust
Missouri
$5K +$90 +4 +2%
VFA
420
Valeo Financial Advisors
Indiana
$5K +$5K +200 New
TCOV
421
Trust Company of Vermont
Vermont
$5K +$5K +218 New
MSE
422
MUFG Securities EMEA
United Kingdom
$5K +$5K +234 New
RCAG
423
Rehmann Capital Advisory Group
Michigan
$4.87K +$46 +2 +0.9%
CAW
424
Cornerstone Advisors (Washington)
Washington
$4K
QAM
425
QCI Asset Management
New York
$3K