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H&R Block

443 hedge funds and large institutions have $4.54B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 179 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+11
Holders Change %
+2.55%
% of All Funds
8.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
78
Increased
120
Reduced
179
Closed
56
Calls
$13.1M
Puts
$13.5M
Net Calls
-$468K
Net Calls Change
-$4.56M
Name Holding Trade Value Shares
Change
Shares
Change %
APG Asset Management
51
APG Asset Management
Netherlands
$14.3M -$39.4M -1,884,413 -73%
AIG
52
American International Group
New York
$14.1M +$710K +30,226 +5%
AIMCA
53
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$12.8M +$3.87M +164,800 +43%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$12.7M +$2.42K +103 +0%
AL
55
AJO LP
Pennsylvania
$11.6M -$11.9M -508,400 -51%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$11.5M -$31.6M -1,347,444 -73%
RPI
57
Railway Pension Investments
United Kingdom
$11.3M
PPA
58
Parametric Portfolio Associates
Washington
$11.1M -$151K -6,431 -1%
First Trust Advisors
59
First Trust Advisors
Illinois
$10.9M -$1.04M -44,114 -9%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$10.7M +$1.9M +81,070 +22%
Public Sector Pension Investment Board (PSP Investments)
61
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.2M +$9.26M +394,490 +1,001%
Deutsche Bank
62
Deutsche Bank
Germany
$9.88M -$9.11M -387,934 -48%
AAMU
63
Amundi Asset Management US
Massachusetts
$9.41M -$99.3M -4,227,602 -91%
AllianceBernstein
64
AllianceBernstein
Tennessee
$9.39M -$110K -4,683 -1%
Swiss National Bank
65
Swiss National Bank
Switzerland
$9.06M -$8.74M -372,401 -49%
Ameriprise
66
Ameriprise
Minnesota
$8.99M -$3.59M -152,942 -29%
UBS AM
67
UBS AM
Illinois
$8.98M -$29.8M -1,269,956 -77%
T. Rowe Price Associates
68
T. Rowe Price Associates
Maryland
$8.97M -$497K -21,184 -5%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$8.81M -$200K -8,500 -2%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$8.61M +$244K +10,409 +3%
Principal Financial Group
71
Principal Financial Group
Iowa
$8.5M -$465K -19,814 -5%
CS
72
Credit Suisse
Switzerland
$8.39M -$1.6M -68,194 -16%
SCP
73
Seizert Capital Partners
Michigan
$8.36M -$2.67M -113,802 -24%
Retirement Systems of Alabama
74
Retirement Systems of Alabama
Alabama
$7.95M +$865K +36,833 +12%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$7.8M +$7.29M +310,442 +1,425%