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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 %
New York State Common Retirement Fund
76
New York State Common Retirement Fund
New York
$10.7M -$381K -15,000 -3%
Korea Investment Corp
77
Korea Investment Corp
South Korea
$10.5M -$1.12M -44,200 -10%
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$9.84M
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$9.69M +$654K +25,799 +7%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$9.34M +$1.52M +59,930 +19%
Millennium Management
81
Millennium Management
New York
$8.99M -$16.5M -649,138 -65%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$8.93M -$224K -8,842 -2%
Asset Management One
83
Asset Management One
Japan
$8.91M -$518K -20,463 -5%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$8.72M +$275K +10,828 +3%
Mitsubishi UFJ Trust & Banking
85
Mitsubishi UFJ Trust & Banking
Japan
$8.7M +$3.15M +124,006 +57%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$8.62M -$1.13M -44,574 -12%
First Trust Advisors
87
First Trust Advisors
Illinois
$8.56M -$125K -4,943 -1%
New York State Teachers Retirement System (NYSTRS)
88
New York State Teachers Retirement System (NYSTRS)
New York
$8.47M -$510K -20,099 -6%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$8.36M -$153K -6,041 -2%
O
90
OppenheimerFunds
New York
$8.16M +$2.67M +105,191 +49%
Mirae Asset Global Investments
91
Mirae Asset Global Investments
South Korea
$8M +$274K +10,793 +4%
Citigroup
92
Citigroup
New York
$7.95M -$374K -14,752 -4%
WorldQuant Millennium Advisors
93
WorldQuant Millennium Advisors
New York
$7.67M -$963K -37,966 -11%
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$7.39M -$718K -28,282 -9%
Two Sigma Advisers
95
Two Sigma Advisers
New York
$7.2M +$2.8M +110,308 +64%
FCH
96
Freestone Capital Holdings
Washington
$6.72M -$17M -668,721 -72%
Citadel Advisors
97
Citadel Advisors
Florida
$6.63M -$10.2M -402,666 -61%
Adage Capital Partners
98
Adage Capital Partners
Massachusetts
$6.46M -$317K -12,500 -5%
CA
99
Continental Advisors
Utah
$6.39M
OA
100
Oak Associates
Ohio
$6.37M +$395K +15,570 +7%