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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 %
Canada Life
51
Canada Life
Manitoba, Canada
$16.5M +$449K +19,670 +3%
Man Group
52
Man Group
United Kingdom
$16.4M +$11.6M +509,871 +241%
Barclays
53
Barclays
United Kingdom
$15.9M +$1.47M +64,456 +10%
Swiss National Bank
54
Swiss National Bank
Switzerland
$15.8M +$531K +23,300 +3%
GF
55
Gabelli Funds
New York
$15.5M -$1.76M -77,200 -10%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$15.1M +$663K +29,098 +5%
TCIM
57
TIAA CREF Investment Management
New York
$14.9M -$8.63M -379,038 -37%
PPA
58
Parametric Portfolio Associates
Washington
$14.6M -$4.3M -188,789 -23%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$14.2M -$1.7M -74,621 -11%
Aberdeen Group
60
Aberdeen Group
United Kingdom
$14.1M -$234K -10,264 -2%
TIM
61
Tikehau Investment Management
France
$13.6M +$114K +4,992 +0.8%
Teacher Retirement System of Texas
62
Teacher Retirement System of Texas
Texas
$13.1M +$3.77M +165,399 +41%
AIG
63
American International Group
New York
$12.7M +$594K +26,068 +5%
BGIM
64
Brandywine Global Investment Management
Pennsylvania
$12.2M -$1.16M -50,802 -9%
Asset Management One
65
Asset Management One
Japan
$12M -$78.1K -3,431 -0.6%
BNP Paribas Asset Management
66
BNP Paribas Asset Management
France
$11.7M -$199K -8,746 -2%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$11.5M -$6.88M -302,404 -37%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$11.3M +$5.43M +238,468 +93%
HCM
69
Howard Capital Management
Georgia
$11M +$2.88M +119,536 +35%
Citigroup
70
Citigroup
New York
$10.6M +$6.57M +288,351 +164%
Morgan Stanley
71
Morgan Stanley
New York
$10.4M -$20.7M -908,279 -67%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$9.98M -$980K -43,000 -9%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$9.54M +$17.7K +775 +0.2%
VOYA Investment Management
74
VOYA Investment Management
Georgia
$9.02M +$6.39M +280,691 +243%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$8.83M