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H&R Block

464 hedge funds and large institutions have $10.8B invested in H&R Block in 2015 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 156 increasing their positions, 161 reducing their positions, and 53 closing their positions.

Holders
464
Holders Change
+20
Holders Change %
+4.5%
% of All Funds
12.97%
Holding in Top 10
19
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+137.5%
% of All Funds
0.53%
New
75
Increased
156
Reduced
161
Closed
53
Calls
$366M
Puts
$214M
Net Calls
+$152M
Net Calls Change
-$77.4M
Name Market Value Shares Shares
Change
Shares
Change %
GGHC
426
Gilder Gagnon Howe & Co
New York
$33K 905 -147,117 -99%
IPC
427
Independent Portfolio Consultants
Florida
$32K 890 -105 -11%
JFGIW
428
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32K 886
SAMC
429
Shinko Asset Management Company
Japan
$31K 855
LWCFA
430
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$31K 1,052
AP
431
Atwood & Palmer
Missouri
$30K 825 +346 +72%
NCM
432
Nelson Capital Management
California
$27K 750
ASN
433
Advisory Services Network
Georgia
$25K 687 -153 -18%
WA
434
WFG Advisors
Texas
$24K 665 +165 +33%
KT
435
Kanaly Trust
Texas
$22K 600
JFA
436
JNBA Financial Advisors
Minnesota
$22K 600
TC
437
Trust Company
Kansas
$19K 535 +535 New
LWA
438
Lowe Wealth Advisors
Maryland
$15K 406
WEC
439
Winslow Evans & Crocker
Massachusetts
$14.7K 408
EFSCE
440
Enterprise Financial Services Corp (EFSC)
Missouri
$14K 395
VNA
441
Valley National Advisers
Pennsylvania
$14K 400 +400 New
TWA
442
TCI Wealth Advisors
Arizona
$13K 365
CFA
443
Carroll Financial Associates
North Carolina
$11K 318
IMS
444
Index Management Solutions
Pennsylvania
$11K 310 +15 +5%
Manulife (Manufacturers Life Insurance)
445
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10.4K 287,455 +8,957 +3%
HI
446
Hudock Inc
Pennsylvania
$10K 300
TFO
447
Tarbox Family Office
California
$10K 288
ECM
448
Estabrook Capital Management
New York
$8.87K 245
QAM
449
QCI Asset Management
New York
$8K 219
RA
450
Rational Advisors
New York
$8K 210