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H&R Block

443 hedge funds and large institutions have $4.54B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 179 reducing their positions, and 56 closing their positions.

Holders
443
Holders Change
+11
Holders Change %
+2.55%
% of All Funds
8.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
78
Increased
120
Reduced
179
Closed
56
Calls
$13.1M
Puts
$13.5M
Net Calls
-$468K
Net Calls Change
-$4.56M
Name Holding Trade Value Shares
Change
Shares
Change %
Franklin Resources
101
Franklin Resources
California
$4.26M +$214K +9,113 +5%
GC
102
Guggenheim Capital
Illinois
$4.1M -$565K -24,046 -12%
ECM
103
ExodusPoint Capital Management
New York
$4.08M +$4.08M +173,914 New
SFI
104
Susquehanna Fundamental Investments
Pennsylvania
$3.92M +$845K +36,000 +27%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$3.83M -$9.18K -391 -0.2%
OAC
106
OMERS Administration Corp
Ontario, Canada
$3.74M -$4.7M -200,200 -56%
VI
107
Vestcor Inc
New Brunswick, Canada
$3.72M +$3.72M +158,394 New
Stifel Financial
108
Stifel Financial
Missouri
$3.61M +$70.8K +3,017 +2%
SO
109
STRS Ohio
Ohio
$3.58M
ERSOT
110
Employees Retirement System of Texas
Texas
$3.55M
Mitsubishi UFJ Trust & Banking
111
Mitsubishi UFJ Trust & Banking
Japan
$3.52M -$7.67M -326,839 -69%
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$3.51M +$180K +7,660 +5%
LSV Asset Management
113
LSV Asset Management
Illinois
$3.48M +$749K +31,900 +27%
Aberdeen Group
114
Aberdeen Group
United Kingdom
$3.47M -$1.51M -64,372 -30%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$3.45M -$428K -18,211 -11%
Assenagon Asset Management
116
Assenagon Asset Management
Luxembourg
$3.42M +$2.17M +92,288 +173%
ACI
117
AMP Capital Investors
Australia
$3.32M -$638K -27,329 -16%
HI
118
Human Investing
Oregon
$3.26M +$2.15M +91,463 +193%
ARTA
119
A.R.T. Advisors
New York
$3.25M +$3.25M +138,261 New
CEI
120
Clark Estates Inc
New York
$3.15M
SMDAM
121
Sumitomo Mitsui DS Asset Management
Japan
$3.1M +$2.8M +119,448 +937%
Victory Capital Management
122
Victory Capital Management
Texas
$3.04M +$382K +16,267 +14%
ProShare Advisors
123
ProShare Advisors
Maryland
$2.91M +$82.2K +3,502 +3%
Truist Financial
124
Truist Financial
North Carolina
$2.91M +$2.91M +123,756 New
SWMG
125
Signature Wealth Management Group
Georgia
$2.9M +$10.1K +432 +0.4%