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H&R Block

443 hedge funds and large institutions have $4.54B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 179 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+11
Holders Change %
+2.55%
% of All Funds
8.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
78
Increased
120
Reduced
179
Closed
56
Calls
$13.1M
Puts
$13.5M
Net Calls
-$468K
Net Calls Change
-$4.56M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
401
Sowell Financial Services
Arkansas
$8K -$28.8K -1,224 -78%
GAM
402
Gemmer Asset Management
California
$7K
PCFFS
403
Pacific Center for Financial Services
California
$7K
MF
404
Manchester Financial
California
$7K +$7K +280 New
TFO
405
Tarbox Family Office
California
$6K
VFA
406
Valeo Financial Advisors
Indiana
$5K
RIA
407
Realta Investment Advisors
Delaware
$5K +$22 +1 +0.5%
PFBT
408
Parkside Financial Bank & Trust
Missouri
$5K +$283 +12 +6%
FCH
409
Freestone Capital Holdings
Washington
$4.92K -$1.14K -48,593 -19%
WQ
410
Wealth Quarterback
New Jersey
$4.79K +$4.79K +204 New
Northwestern Mutual Wealth Management
411
Northwestern Mutual Wealth Management
Wisconsin
$4K -$8.22K -343 -67%
CCM
412
Covington Capital Management
California
$4K
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$4K
EWM
414
EPG Wealth Management
Georgia
$4K +$4K +182 New
AWA
415
Arkadios Wealth Advisors
Georgia
$3.98K +$3.98K +177 New
ED
416
Exane Derivatives
France
$3.26K -$3.31M -135,021 -100%
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$3K
SPIA
418
Steward Partners Investment Advisory
New York
$3K
SIS
419
Sound Income Strategies
Florida
$3K
EARNEST Partners
420
EARNEST Partners
Georgia
$3K
ST
421
Smithfield Trust
Pennsylvania
$2K
FRA
422
Front Row Advisors
California
$2K
GRP
423
Global Retirement Partners
California
$2K
LP
424
LMR Partners
United Kingdom
$1.87K +$1.87K +79,477 New
IRC
425
Investors Research Corp
Georgia
$1K