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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 %
Lord, Abbett & Co
26
Lord, Abbett & Co
New Jersey
$37.1M -$2.47M -108,300 -6%
Skandinaviska Enskilda Banken (SEB)
27
Skandinaviska Enskilda Banken (SEB)
Sweden
$34.5M -$13.2M -579,622 -28%
Deutsche Bank
28
Deutsche Bank
Germany
$33.1M -$9.52M -418,006 -22%
SI
29
Scout Investments
Missouri
$32.2M +$13.5M +591,662 +72%
Wells Fargo
30
Wells Fargo
California
$29.5M -$7.19M -315,663 -20%
MSL
31
Mackay Shields LLC
New York
$27.6M +$22.8M +1,000,724 +475%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$27M +$247K +10,824 +0.9%
Citadel Advisors
33
Citadel Advisors
Florida
$26.4M -$8.17M -358,449 -24%
Charles Schwab
34
Charles Schwab
California
$26.4M -$4.2M -184,404 -14%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$25.7M -$15.9M -697,124 -38%
Robeco Institutional Asset Management
36
Robeco Institutional Asset Management
Netherlands
$25.6M +$1.96M +85,958 +8%
GI
37
GAMCO Investors
Connecticut
$25.4M -$576K -25,280 -2%
Legal & General Group
38
Legal & General Group
United Kingdom
$25.1M -$123K -5,406 -0.5%
DZ Bank
39
DZ Bank
Germany
$23.1M -$603K -26,493 -3%
SCP
40
Seizert Capital Partners
Michigan
$22.7M
Lazard Asset Management
41
Lazard Asset Management
New York
$22.6M +$9.74M +427,651 +76%
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$21.3M -$6.37M -279,479 -23%
FCH
43
Freestone Capital Holdings
Washington
$21.1M -$290K -12,741 -1%
CTA
44
Carillon Tower Advisers
Florida
$20.8M +$9.36M +410,925 +82%
Bank of America
45
Bank of America
North Carolina
$20.7M -$1.99M -87,531 -9%
Wellington Management Group
46
Wellington Management Group
Massachusetts
$19.9M -$3.67M -161,230 -16%
SBCM
47
Schwerin Boyle Capital Management
Massachusetts
$19.6M
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$18M +$2.17M +95,193 +14%
UH
49
Unigestion Holding
Switzerland
$17.8M +$17.8M +783,453 New
Axa
50
Axa
France
$17.7M -$2.48M -108,701 -12%