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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 %
FCI
101
Financial Counselors Inc
Kansas
$5.5M -$15K -625 -0.3%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.33M +$583K +24,342 +12%
Prudential Financial
103
Prudential Financial
New Jersey
$4.77M -$821K -34,282 -15%
Acadian Asset Management
104
Acadian Asset Management
Massachusetts
$4.73M -$9.29M -387,932 -66%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$4.55M -$49.5K -1,819 -1%
Wellington Management Group
106
Wellington Management Group
Massachusetts
$4.51M -$17.5M -731,425 -80%
Two Sigma Investments
107
Two Sigma Investments
New York
$4.27M -$976K -40,760 -19%
TD Asset Management
108
TD Asset Management
Ontario, Canada
$4.27M -$1.31M -54,760 -23%
PI
109
PGGM Investments
Netherlands
$4.22M +$4.22M +176,308 New
Baird Financial Group
110
Baird Financial Group
Wisconsin
$4.11M +$1.42M +59,406 +53%
CA
111
Continental Advisors
Utah
$4.03M -$1.99M -83,210 -33%
Voloridge Investment Management
112
Voloridge Investment Management
Florida
$4.03M +$4.03M +168,267 New
Treasurer of the State of North Carolina
113
Treasurer of the State of North Carolina
North Carolina
$3.84M -$3.95K -165 -0.1%
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$3.83M +$233K +9,738 +6%
Stifel Financial
115
Stifel Financial
Missouri
$3.82M -$11.2K -469 -0.3%
S
116
Seeyond
France
$3.8M +$985K +41,149 +35%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$3.72M -$37M -1,547,143 -91%
FCH
118
Freestone Capital Holdings
Washington
$3.62M -$2.73M -113,974 -43%
Toronto Dominion Bank
119
Toronto Dominion Bank
Ontario, Canada
$3.6M +$493K +20,610 +16%
NIPH
120
NN Investment Partners Holdings
Netherlands
$3.58M +$2.96M +123,647 +476%
VOYA Investment Management
121
VOYA Investment Management
Georgia
$3.57M -$4.57M -190,951 -56%
Twin Tree Management
122
Twin Tree Management
Texas
$3.55M +$2.08M +86,849 +141%
GC
123
Guggenheim Capital
Illinois
$3.51M +$899K +37,546 +34%
Two Sigma Advisers
124
Two Sigma Advisers
New York
$3.51M -$3.29M -137,400 -48%
JIM
125
Jupiter Investment Management
United Kingdom
$3.49M +$2.79M +116,640 +398%