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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 %
AllianceBernstein
76
AllianceBernstein
Tennessee
$8.74M -$217K -9,530 -2%
Marshall Wace
77
Marshall Wace
United Kingdom
$8.68M +$8.68M +381,189 New
CS
78
Credit Suisse
Switzerland
$8.64M -$2.19M -96,090 -20%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$8.45M -$181K -7,956 -2%
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$8.32M -$23.8K -1,046 -0.3%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$8.24M -$502K -22,046 -6%
UBS Group
82
UBS Group
Switzerland
$8.04M -$3.98M -174,559 -33%
Korea Investment Corp
83
Korea Investment Corp
South Korea
$7.99M +$134K +5,900 +2%
Janus Henderson Group
84
Janus Henderson Group
United Kingdom
$7.9M -$3.2M -140,398 -29%
AAF
85
Andra AP-fonden
Sweden
$7.86M -$1.64M -72,200 -17%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$7.64M -$3.42K -150 -0%
MAM
87
Martingale Asset Management
Massachusetts
$7.64M +$410K +17,978 +6%
TD Asset Management
88
TD Asset Management
Ontario, Canada
$7.44M -$934K -41,021 -11%
Principal Financial Group
89
Principal Financial Group
Iowa
$7.39M -$57.3K -2,514 -0.8%
Retirement Systems of Alabama
90
Retirement Systems of Alabama
Alabama
$6.93M -$200K -8,773 -3%
Prudential Financial
91
Prudential Financial
New Jersey
$6.89M +$153K +6,710 +2%
Allianz Asset Management
92
Allianz Asset Management
Germany
$6.76M -$18.9M -829,289 -74%
RIM
93
Rampart Investment Management
Connecticut
$6.69M -$942K -41,369 -12%
CA
94
Continental Advisors
Utah
$6.67M -$1.53M -67,100 -19%
GXMC
95
Global X Management Company
New York
$6.64M -$46.2K -2,027 -0.7%
TA
96
Teachers Advisors
New York
$6.48M -$8.93M -391,842 -58%
Adage Capital Partners
97
Adage Capital Partners
Massachusetts
$6.28M +$323K +14,200 +5%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$5.91M +$2.33M +102,160 +65%
OAM
99
Oxford Asset Management
United Kingdom
$5.89M +$5.89M +258,423 New
NIPH
100
NN Investment Partners Holdings
Netherlands
$5.83M -$20.6K -906 -0.4%