HRB icon

H&R Block

450 hedge funds and large institutions have $4.51B invested in H&R Block in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
55
Increased
145
Reduced
162
Closed
52
Calls
$60.8M
Puts
$120M
Net Calls
-$59.5M
Net Calls Change
-$77.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
426
Carson Wealth (CWM LLC)
Nebraska
$3K
SPIA
427
Steward Partners Investment Advisory
New York
$3K
GRP
428
Global Retirement Partners
California
$3K
EARNEST Partners
429
EARNEST Partners
Georgia
$3K
SBL
430
Sargent Bickham Lagudis
Colorado
$3K +$25 +1 +0.9%
ST
431
Smithfield Trust
Pennsylvania
$2K
CB
432
Community Bank
New York
$2K
EFSCE
433
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
ME
434
McIlrath & Eck
Washington
$1K -$5.92K -355 -86%
PCG
435
Private Capital Group
Connecticut
$1K -$741 -40 -43%
GWS
436
Glassman Wealth Services
Virginia
$1K
TFA
437
Transamerica Financial Advisors
Florida
$1K
FMII
438
Farmers & Merchants Investments Inc
Nebraska
$1K
VCM
439
Versant Capital Management
Arizona
$1K
PCP
440
Proficio Capital Partners
Massachusetts
$1K
NR
441
Newfound Research
Massachusetts
$1K +$167 +5 +20%
TFS
442
TrustCore Financial Services
Tennessee
$1K +$1K +54 New
ECM
443
Estabrook Capital Management
New York
$911
ED
444
Exane Derivatives
France
$137 -$2.04M -89,278 -100%
EMG
445
ETF Managers Group
New Jersey
$87 +$20 +923 +30%
AIL
446
AGF Investments LLC
Ontario, Canada
$22 -$34 -1,431 -61%
Point72 Asset Management
447
Point72 Asset Management
Connecticut
-$34.1M -1,342,400 Closed
TAM
448
Todd Asset Management
Kentucky
-$14.9M -585,677 Closed
GC
449
Grimes & Company
Massachusetts
-$7.7M -303,022 Closed
LCM
450
Landscape Capital Management
New Jersey
-$6.9M -271,348 Closed