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H&R Block

367 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
59
Increased
99
Reduced
155
Closed
63
Calls
$23.2M
Puts
$25.8M
Net Calls
-$2.65M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Shares
Change %
GEM
401
Global Endowment Management
North Carolina
-$207K -12,720 Closed
AL
402
AJO LP
Pennsylvania
-$199K -12,240 Closed
RIG
403
RiverFront Investment Group
Virginia
-$182K -11,176 Closed
PNC
404
Park National Corp
Ohio
-$166K -10,213 Closed
State of Tennessee, Department of Treasury
405
State of Tennessee, Department of Treasury
Tennessee
-$117K -7,165 Closed
FHA
406
Flagship Harbor Advisors
Massachusetts
-$98K -6,057 Closed
SFS
407
Sowell Financial Services
Arkansas
-$74K -4,531 Closed
Parallax Volatility Advisers
408
Parallax Volatility Advisers
California
-$65K -4,011 Closed
SO
409
STRS Ohio
Ohio
-$41K -2,540 Closed
NFSG
410
Newbridge Financial Services Group
Florida
-$30K -1,830 Closed
NIC
411
Northwest Investment Counselors
Oregon
-$26K -1,600 Closed
LWM
412
Liberty Wealth Management
California
-$26K -1,583 Closed
FMT
413
First Mercantile Trust
Tennessee
-$24K -1,283 Closed
APA
414
American Portfolios Advisors
New York
-$17.4K -1,067 Closed
CI
415
CX Institutional
Indiana
-$16K -1,008 Closed
AW
416
Alpha Windward
Massachusetts
-$11K -686 Closed
CIA
417
CSat Investment Advisory
Michigan
-$10K -640 Closed
FHA
418
First Horizon Advisors
Tennessee
-$9K -600 Closed
PFS
419
Prospera Financial Services
Texas
-$7K -400 Closed
TC
420
Trust Company
Kansas
-$5K -293 Closed
FMII
421
Farmers & Merchants Investments Inc
Nebraska
-$2K -135 Closed