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H&R Block

450 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
9.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
54
Increased
183
Reduced
142
Closed
60
Calls
$27.4M
Puts
$26M
Net Calls
+$1.36M
Net Calls Change
+$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Principal Financial Group
76
Principal Financial Group
Iowa
$9.44M -$1.12M -46,774 -11%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$9.44M +$1.21M +50,621 +15%
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$9.44M +$153K +6,400 +2%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$9.39M -$3.09M -129,197 -25%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$9.25M -$3.74M -156,391 -29%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$8.97M -$174K -7,269 -2%
Mitsubishi UFJ Trust & Banking
82
Mitsubishi UFJ Trust & Banking
Japan
$8.83M +$559K +23,199 +7%
O
83
OppenheimerFunds
New York
$8.65M +$953K +39,819 +12%
Citigroup
84
Citigroup
New York
$8.59M +$1.09M +45,408 +14%
SG Americas Securities
85
SG Americas Securities
New York
$8.42M +$7.39M +308,726 +718%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$8.17M +$171K +7,138 +2%
First Trust Advisors
87
First Trust Advisors
Illinois
$8.14M +$70.4K +2,942 +0.9%
Retirement Systems of Alabama
88
Retirement Systems of Alabama
Alabama
$7.86M +$880K +36,749 +13%
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$7.79M -$90.7K -3,790 -1%
PAMU
90
Pictet Asset Management (UK)
United Kingdom
$7.78M +$480K +20,036 +7%
RhumbLine Advisers
91
RhumbLine Advisers
Massachusetts
$7.66M -$767K -32,025 -9%
AAF
92
Andra AP-fonden
Sweden
$6.65M +$6.65M +277,600 New
KBC Group
93
KBC Group
Belgium
$6.41M +$6.07M +253,438 +1,790%
RIM
94
Rampart Investment Management
Connecticut
$6.11M +$6.07M +253,461 +13,018%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$6.04M +$628K +26,249 +12%
Adage Capital Partners
96
Adage Capital Partners
Massachusetts
$6M -$98.1K -4,100 -2%
OA
97
Oak Associates
Ohio
$5.99M -$15.1K -630 -0.3%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$5.82M +$1.78M +74,554 +44%
ERSOT
99
Employees Retirement System of Texas
Texas
$5.7M +$287K +12,000 +5%
Bank of Nova Scotia
100
Bank of Nova Scotia
Ontario, Canada
$5.59M -$389K -16,258 -7%