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H&R Block

460 hedge funds and large institutions have $4.93B invested in H&R Block in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+23
Holders Change %
+5.26%
% of All Funds
10.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
65
Increased
150
Reduced
162
Closed
38
Calls
$38.8M
Puts
$82.7M
Net Calls
-$43.9M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
426
Executive Wealth Management
Michigan
$5K +$5K +163 New
QAM
427
QCI Asset Management
New York
$4K
CFA
428
Clarfeld Financial Advisors
New York
$4K +$4K +148 New
TCOV
429
Trust Company of Vermont
Vermont
$3K -$2.84K -106 -49%
SIS
430
Sound Income Strategies
Florida
$3K
EARNEST Partners
431
EARNEST Partners
Georgia
$3K
SBL
432
Sargent Bickham Lagudis
Colorado
$3K +$25 +1 +0.8%
GRP
433
Global Retirement Partners
California
$3K +$44 +2 +2%
CIAS
434
Capital Investment Advisory Services
North Carolina
$3K +$3K +116 New
HIIFS
435
Harel Insurance Investments & Financial Services
Israel
$3K +$3K +118 New
MOS
436
MGO One Seven
Ohio
$3K +$3K +128 New
GT
437
Glenmede Trust
Pennsylvania
$2.32K +$2.06K +81,344 +804%
Carson Wealth (CWM LLC)
438
Carson Wealth (CWM LLC)
Nebraska
$2K -$3K -90 -60%
ST
439
Smithfield Trust
Pennsylvania
$2K
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$2K
CB
441
Community Bank
New York
$2K
ME
442
McIlrath & Eck
Washington
$2K
ECM
443
Estabrook Capital Management
New York
$1.02K
GWS
444
Glassman Wealth Services
Virginia
$1K
VCM
445
Versant Capital Management
Arizona
$1K
TFA
446
Transamerica Financial Advisors
Florida
$1K
NR
447
Newfound Research
Massachusetts
$1K
EFSCE
448
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
JA
449
JOYN Advisors
Georgia
$1K +$526 +20 +111%
FGC
450
Financial Gravity Companies
Texas
$1K +$1K +25 New