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H&R Block

432 hedge funds and large institutions have $4.9B invested in H&R Block in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 173 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
432
Holders Change
-21
Holders Change %
-4.64%
% of All Funds
9.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
45
Increased
138
Reduced
173
Closed
65
Calls
$16.2M
Puts
$12.1M
Net Calls
+$4.09M
Net Calls Change
+$681K
Name Holding Trade Value Shares
Change
Shares
Change %
CIAS
401
Capital Investment Advisory Services
North Carolina
$5K
RIA
402
Realta Investment Advisors
Delaware
$5K +$1.67K +74 +50%
CCM
403
Covington Capital Management
California
$4K
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$4K
GT
405
Glenmede Trust
Pennsylvania
$3.61K -$598 -25,342 -14%
EARNEST Partners
406
EARNEST Partners
Georgia
$3K
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$3K
SPIA
408
Steward Partners Investment Advisory
New York
$3K
SIS
409
Sound Income Strategies
Florida
$3K
SBL
410
Sargent Bickham Lagudis
Colorado
$3K +$24 +1 +0.8%
GRP
411
Global Retirement Partners
California
$2K -$647 -33 -24%
ST
412
Smithfield Trust
Pennsylvania
$2K
FRA
413
Front Row Advisors
California
$2K
Canada Pension Plan Investment Board
414
Canada Pension Plan Investment Board
Ontario, Canada
$2K
CBT
415
Capital Bank & Trust
California
$2K +$2K +81 New
FGAM
416
Financial Gravity Asset Management
Texas
$2K +$1.75K +83 +692%
FEM
417
Fulcrum Equity Management
Texas
$2K +$2K +101 New
GWS
418
Glassman Wealth Services
Virginia
$1K -$257 -9 -20%
VCM
419
Versant Capital Management
Arizona
$1K
EFSCE
420
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
SFSIG
421
San Francisco Sentry Investment Group
California
$1K
ME
422
McIlrath & Eck
Washington
$1K
IRC
423
Investors Research Corp
Georgia
$1K
Fidelity International
424
Fidelity International
Bermuda
$1K +$406 +13 +68%
PWP
425
Personal Wealth Partners
Minnesota
$1K +$1K +26 New