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H&R Block

450 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
9.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
54
Increased
183
Reduced
142
Closed
60
Calls
$27.4M
Puts
$26M
Net Calls
+$1.36M
Net Calls Change
+$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Balyasny Asset Management
476
Balyasny Asset Management
Illinois
-$364K -14,331 Closed
APFBOT
477
Amica Pension Fund Board of Trustees
Rhode Island
-$304K -11,988 Closed
PP
478
Paloma Partners
Connecticut
-$240K -9,455 Closed
HighTower Advisors
479
HighTower Advisors
Illinois
-$231K -9,161 Closed
PP
480
Prudential plc
United Kingdom
-$218K -8,600 Closed
SRAM
481
Stone Ridge Asset Management
New York
-$218K -8,599 Closed
Creative Planning
482
Creative Planning
Kansas
-$214K -8,444 Closed
RJFSA
483
Raymond James Financial Services Advisors
Florida
-$211K -8,302 Closed
BI
484
Bredin Investment
Delaware
-$203K -8,000 Closed
CT
485
Chicago Trust
Illinois
-$203 -8,000 Closed
QT
486
Quantamental Technologies
New York
-$185K -7,307 Closed
ACA
487
Atlas Capital Advisors
Wyoming
-$149K -5,861 Closed
ER
488
Enlightenment Research
Florida
-$38K -1,500 Closed
RWA
489
River Wealth Advisors
Pennsylvania
-$15K -601 Closed
WANY
490
Wealthspire Advisors (New York)
New York
-$15K -598 Closed
LWCFA
491
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$13K -500 Closed
DWM
492
Doyle Wealth Management
Florida
-$11K -447 Closed
LWM
493
Liberty Wealth Management
California
-$8K -326 Closed
EWM
494
Executive Wealth Management
Michigan
-$5K -163 Closed
MOS
495
MGO One Seven
Ohio
-$3K -128 Closed
HIIFS
496
Harel Insurance Investments & Financial Services
Israel
-$3K -118 Closed
TCOV
497
Trust Company of Vermont
Vermont
-$3K -112 Closed
CB
498
Community Bank
New York
-$2K -67 Closed
KCM
499
Karp Capital Management
California
-$1K -58 Closed
SFSIG
500
San Francisco Sentry Investment Group
California
-$1K -51 Closed