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H&R Block

450 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
9.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
54
Increased
183
Reduced
142
Closed
60
Calls
$27.4M
Puts
$26M
Net Calls
+$1.36M
Net Calls Change
+$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FFW
401
Fusion Family Wealth
New York
$11K
FAM
402
Fred Alger Management
New York
$11K +$11K +472 New
SIAP
403
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K
NFG
404
Next Financial Group
Texas
$10K
NFH
405
NEXT Financial Holdings
Texas
$10K +$10K +425 New
DSI
406
Daiwa SB Investments
Japan
$10K +$10K +430 New
WTB
407
Washington Trust Bank
Washington
$9K
LWA
408
Lowe Wealth Advisors
Maryland
$9K
MA
409
MUFG Americas
New York
$9K +$9K +368 New
WCM
410
WealthBridge Capital Management
Ohio
$8K
HI
411
Hudock Inc
Pennsylvania
$7K
GAM
412
Gemmer Asset Management
California
$7K
PCFFS
413
Pacific Center for Financial Services
California
$7K
TFO
414
Tarbox Family Office
California
$6K
RCAG
415
Rehmann Capital Advisory Group
Michigan
$5.28K +$48 +2 +0.9%
PFBT
416
Parkside Financial Bank & Trust
Missouri
$5K -$800 -32 -14%
VFA
417
Valeo Financial Advisors
Indiana
$5K
MNBTD
418
Moody National Bank Trust Division
Texas
$5K
FANJ
419
Financial Architects (New Jersey)
New Jersey
$5K +$5K +200 New
GT
420
Glenmede Trust
Pennsylvania
$4.61K +$2.42K +101,102 +111%
Canada Pension Plan Investment Board
421
Canada Pension Plan Investment Board
Ontario, Canada
$4K -$19.1M -716,564 -100%
CAW
422
Cornerstone Advisors (Washington)
Washington
$4K -$619 -26 -13%
Carson Wealth (CWM LLC)
423
Carson Wealth (CWM LLC)
Nebraska
$4K +$2.6K +111 +185%
CFG
424
Citizens Financial Group
Rhode Island
$4K +$4K +148 New
CAM
425
Cresset Asset Management
Illinois
$3K -$3K -112 -50%