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H&R Block

460 hedge funds and large institutions have $4.93B invested in H&R Block in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+23
Holders Change %
+5.26%
% of All Funds
10.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
65
Increased
150
Reduced
162
Closed
38
Calls
$38.8M
Puts
$82.7M
Net Calls
-$43.9M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$16.9M +$3.32M +130,830 +24%
Swiss National Bank
52
Swiss National Bank
Switzerland
$16.9M
SI
53
Scout Investments
Missouri
$16.8M -$5.74M -226,331 -25%
Teacher Retirement System of Texas
54
Teacher Retirement System of Texas
Texas
$16.3M +$4.55M +179,214 +39%
GF
55
Gabelli Funds
New York
$15.9M -$1.19M -47,000 -7%
Aberdeen Group
56
Aberdeen Group
United Kingdom
$15.6M -$43.4K -1,727 -0.3%
PPA
57
Parametric Portfolio Associates
Washington
$15.4M +$234K +9,222 +2%
AIG
58
American International Group
New York
$15.1M +$23.1K +909 +0.2%
Acadian Asset Management
59
Acadian Asset Management
Massachusetts
$14.9M +$12.1M +477,634 +443%
TA
60
Teachers Advisors
New York
$14.6M +$5.31M +209,320 +57%
Canada Life
61
Canada Life
Manitoba, Canada
$14.1M +$10.4M +414,831 +285%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$13.8M -$27.2M -1,071,350 -66%
Bessemer Group
63
Bessemer Group
New Jersey
$13.6M +$11M +433,210 +423%
Barclays
64
Barclays
United Kingdom
$13.4M -$464K -18,291 -3%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$13.3M +$10.1M +401,537 +324%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$13.2M -$3.31M -130,468 -20%
Allianz Asset Management
67
Allianz Asset Management
Germany
$12.1M -$2.92M -115,113 -19%
CS
68
Credit Suisse
Switzerland
$11.9M -$163K -6,407 -1%
BNP Paribas Asset Management
69
BNP Paribas Asset Management
France
$11.9M -$183K -7,240 -2%
CTA
70
Carillon Tower Advisers
Florida
$11.6M -$3.65M -144,025 -24%
A
71
AustralianSuper
Australia
$11.6M +$9.97M +393,028 +610%
OAM
72
Oxford Asset Management
United Kingdom
$11.2M +$6.75M +266,022 +150%
Principal Financial Group
73
Principal Financial Group
Iowa
$11.2M +$3M +118,095 +37%
Capital Fund Management (CFM)
74
Capital Fund Management (CFM)
France
$11M -$801K -31,560 -7%
AllianceBernstein
75
AllianceBernstein
Tennessee
$10.8M +$1.02M +40,231 +10%