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H&R Block

453 hedge funds and large institutions have $7.25B invested in H&R Block in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 147 increasing their positions, 171 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+3
Holders Change %
+0.67%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
60
Increased
147
Reduced
171
Closed
48
Calls
$23.6M
Puts
$20.2M
Net Calls
+$3.41M
Net Calls Change
+$2.05M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
426
Covington Capital Management
California
$4K +$4K +150 New
Canada Pension Plan Investment Board
427
Canada Pension Plan Investment Board
Ontario, Canada
$3K -$1.46K -49 -33%
EARNEST Partners
428
EARNEST Partners
Georgia
$3K
JIM
429
Jupiter Investment Management
United Kingdom
$2K -$3.14M -145,847 -100%
ST
430
Smithfield Trust
Pennsylvania
$2K
FRA
431
Front Row Advisors
California
$2K +$2K +66 New
ED
432
Exane Derivatives
France
$1.32K +$1.32K +45 New
ECM
433
Estabrook Capital Management
New York
$1.17K
NIM
434
NuWave Investment Management
New Jersey
$1K -$70.1K -3,574 -99%
RA
435
Rational Advisors
New York
$1K -$26.8K -1,365 -96%
Rockefeller Capital Management
436
Rockefeller Capital Management
New York
$1K -$2.54K -71 -72%
ME
437
McIlrath & Eck
Washington
$1K
CI
438
CX Institutional
Indiana
$1K
VCM
439
Versant Capital Management
Arizona
$1K
EFSCE
440
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
IRC
441
Investors Research Corp
Georgia
$1K
TFA
442
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
NR
443
Newfound Research
Massachusetts
$1K +$118 +6 +13%
GWS
444
Glassman Wealth Services
Virginia
$1K +$205 +9 +26%
Fidelity International
445
Fidelity International
Bermuda
$1K +$474 +9 +90%
SFSIG
446
San Francisco Sentry Investment Group
California
$1K +$1K +27 New
PCP
447
Proficio Capital Partners
Massachusetts
$1K +$1K +32 New
PCG
448
Private Capital Group
Connecticut
$1K +$926 +50 +1,250%
CT
449
Chicago Trust
Illinois
$240 +$240 +8,200 New
N
450
Natixis
France
-$15M -623,898 Closed