HRB icon

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 %
OTPPB
101
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.7M +$399K +17,495 +8%
CG
102
Clinton Group
New York
$5.57M +$4.59M +201,682 +472%
FCI
103
Financial Counselors Inc
Kansas
$5.43M -$52.7K -2,313 -1%
Capital Fund Management (CFM)
104
Capital Fund Management (CFM)
France
$5.31M +$5.31M +232,994 New
ERSOT
105
Employees Retirement System of Texas
Texas
$5.17M +$251K +11,000 +5%
PAMU
106
Pictet Asset Management (UK)
United Kingdom
$5.15M +$2.48M +109,071 +93%
SFI
107
Susquehanna Fundamental Investments
Pennsylvania
$5.09M +$3.4M +149,178 +201%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.06M +$129K +5,656 +3%
ACI
109
AMP Capital Investors
Australia
$5.01M +$27.2K +1,195 +0.5%
OA
110
Oak Associates
Ohio
$4.88M +$339K +14,860 +7%
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$4.8M +$4.8M +210,700 New
BCIM
112
British Columbia Investment Management
British Columbia, Canada
$4.54M -$1.41M -61,901 -24%
CSS
113
Cubist Systematic Strategies
Connecticut
$4.4M +$3.32M +145,554 +306%
Acadian Asset Management
114
Acadian Asset Management
Massachusetts
$4.39M +$2.71M +119,140 +162%
TI
115
Trexquant Investment
Connecticut
$4.35M +$4.35M +191,044 New
Nordea Investment Management
116
Nordea Investment Management
Sweden
$4.29M -$544K -23,900 -11%
Federated Hermes
117
Federated Hermes
Pennsylvania
$4.1M -$611K -26,810 -13%
First Trust Advisors
118
First Trust Advisors
Illinois
$4.02M -$1.31M -57,665 -25%
Chevy Chase Trust
119
Chevy Chase Trust
Maryland
$4.01M -$15.9K -698 -0.4%
JIM
120
Jupiter Investment Management
United Kingdom
$3.99M -$4.26M -186,828 -52%
CIBC Private Wealth Group
121
CIBC Private Wealth Group
Georgia
$3.92M
Stifel Financial
122
Stifel Financial
Missouri
$3.91M +$162K +7,101 +4%
Jane Street
123
Jane Street
New York
$3.82M +$3.41M +149,860 +849%
CI
124
Cambiar Investors
Colorado
$3.74M -$9.91K -435 -0.3%
Ameriprise
125
Ameriprise
Minnesota
$3.67M -$9.42M -413,422 -72%