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H&R Block

460 hedge funds and large institutions have $4.93B invested in H&R Block in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+23
Holders Change %
+5.26%
% of All Funds
10.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
65
Increased
150
Reduced
162
Closed
38
Calls
$38.8M
Puts
$82.7M
Net Calls
-$43.9M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
KA
401
Kaizen Advisory
Illinois
$12K -$974 -37 -8%
NFG
402
Next Financial Group
Texas
$11K -$15.5K -600 -59%
FFW
403
Fusion Family Wealth
New York
$11K
OSAM
404
O'Shaughnessy Asset Management
Connecticut
$11K +$9.63K +394 +704%
DWM
405
Doyle Wealth Management
Florida
$11K +$11K +447 New
WTB
406
Washington Trust Bank
Washington
$10K -$3.33K -125 -25%
QCG
407
Quadrant Capital Group
Ohio
$10K -$1.7K -69 -14%
LWA
408
Lowe Wealth Advisors
Maryland
$10K
SIAP
409
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K
LWM
410
Liberty Wealth Management
California
$8K +$8K +326 New
BBHC
411
Brown Brothers Harriman & Co
New York
$8K +$8K +333 New
PAMU
412
Pictet Asset Management (UK)
United Kingdom
$7.73K +$1.77K +69,700 +30%
GAM
413
Gemmer Asset Management
California
$7K
HI
414
Hudock Inc
Pennsylvania
$7K
TFO
415
Tarbox Family Office
California
$7K
PA
416
Parallel Advisors
California
$7K
PCFFS
417
Pacific Center for Financial Services
California
$7K
CBOA
418
Commonwealth Bank of Australia
Australia
$7K +$2.33K +100 +50%
WCM
419
WealthBridge Capital Management
Ohio
$7K +$7K +288 New
PFBT
420
Parkside Financial Bank & Trust
Missouri
$6K -$543 -21 -8%
CAM
421
Cresset Asset Management
Illinois
$6K +$6K +224 New
RCAG
422
Rehmann Capital Advisory Group
Michigan
$5.54K +$51 +2 +0.9%
VFA
423
Valeo Financial Advisors
Indiana
$5K
MNBTD
424
Moody National Bank Trust Division
Texas
$5K
CAW
425
Cornerstone Advisors (Washington)
Washington
$5K +$670 +26 +15%