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H&R Block

453 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
60
Increased
147
Reduced
171
Closed
48
Calls
$23.6M
Puts
$20.2M
Net Calls
+$3.41M
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Shares
Change %
VEA
401
Virtus ETF Advisers
New York
$11K +$11K +385 New
BBHC
402
Brown Brothers Harriman & Co
New York
$10K -$223K -7,633 -96%
MA
403
MUFG Americas
New York
$10K -$1.25K -41 -11%
FCH
404
Freestone Capital Holdings
Washington
$9.2K +$4.78K +163,070 +108%
GAM
405
Gemmer Asset Management
California
$9K
HI
406
Hudock Inc
Pennsylvania
$8K
TFO
407
Tarbox Family Office
California
$8K
PCFFS
408
Pacific Center for Financial Services
California
$8K
MF
409
Manchester Financial
California
$8K +$8K +280 New
PFBT
410
Parkside Financial Bank & Trust
Missouri
$7K +$301 +9 +5%
KCPG
411
Kavar Capital Partners Group
Kansas
$7K +$7K +250 New
RCAG
412
Rehmann Capital Advisory Group
Michigan
$6.53K +$59 +2 +0.9%
VFA
413
Valeo Financial Advisors
Indiana
$6K
CIAS
414
Capital Investment Advisory Services
North Carolina
$6K +$2.78K +100 +86%
GT
415
Glenmede Trust
Pennsylvania
$5.22K -$415 -14,187 -7%
CAW
416
Cornerstone Advisors (Washington)
Washington
$5K
M
417
MOTCO
Texas
$5K +$5K +155 New
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$4K
GRP
419
Global Retirement Partners
California
$4K
SIS
420
Sound Income Strategies
Florida
$4K
QAM
421
QCI Asset Management
New York
$4K
SBL
422
Sargent Bickham Lagudis
Colorado
$4K +$33 +1 +0.8%
FMII
423
Farmers & Merchants Investments Inc
Nebraska
$4K +$262 +8 +7%
SPIA
424
Steward Partners Investment Advisory
New York
$4K +$4K +143 New
RIA
425
Realta Investment Advisors
Delaware
$4K +$4K +148 New