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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 %
NFA
476
Nuveen Fund Advisors
Illinois
-$470K -18,500 Closed
MYLI
477
Meiji Yasuda Life Insurance
Japan
-$409K -16,110 Closed
BA
478
Bridgewater Associates
Connecticut
-$327K -12,862 Closed
HAG
479
HighPoint Advisor Group
Illinois
-$341K -11,707 Closed
SG Americas Securities
480
SG Americas Securities
New York
-$269K -10,584 Closed
LP
481
LMR Partners
United Kingdom
-$271K -10,330 Closed
FAAS
482
First Allied Advisory Services
California
-$257K -10,078 Closed
SIM
483
Sentry Investment Management
Wisconsin
-$241K -9,496 Closed
RIM
484
Redwood Investment Management
Arizona
-$227K -8,937 Closed
BIAS
485
Beacon Investment Advisory Services
New Jersey
-$226K -8,885 Closed
OIWM
486
OptiFour Integrated Wealth Management
Virginia
-$225K -8,870 Closed
ZCA
487
Zeke Capital Advisors
Pennsylvania
-$215K -8,456 Closed
LMGAM
488
Liberty Mutual Group Asset Management
Massachusetts
-$212K -8,332 Closed
PP
489
Prudential plc
United Kingdom
-$206K -8,100 Closed
BI
490
Bredin Investment
Delaware
-$203K -8,000 Closed
RA
491
Royce & Associates
New York
-$203K -8,000 Closed
SWP
492
Stratos Wealth Partners
Ohio
-$128K -5,027 Closed
HMS
493
Hanseatic Management Services
New Mexico
-$56K -2,190 Closed
Parallax Volatility Advisers
494
Parallax Volatility Advisers
California
-$52K -2,054 Closed
PCM
495
Penserra Capital Management
California
-$35K -1,383 Closed
FQ
496
First Quadrant
California
-$6K -243 Closed