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H&R Block

375 hedge funds and large institutions have $2.76B invested in H&R Block in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 119 increasing their positions, 141 reducing their positions, and 72 closing their positions.

Holders
375
Holders Change
-7
Holders Change %
-1.83%
% of All Funds
7.59%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.08%
New
67
Increased
119
Reduced
141
Closed
72
Calls
$19.6M
Puts
$24.4M
Net Calls
-$4.8M
Net Calls Change
+$1.16M
Name Holding Trade Value Shares
Change
Shares
Change %
Acadian Asset Management
101
Acadian Asset Management
Massachusetts
$2.8M +$2.26M +138,754 +417%
Robeco Institutional Asset Management
102
Robeco Institutional Asset Management
Netherlands
$2.78M -$570K -34,980 -17%
First Trust Advisors
103
First Trust Advisors
Illinois
$2.68M -$4.64M -285,118 -63%
QC
104
Quadrature Capital
United Kingdom
$2.67M +$2.67M +164,120 New
CA
105
Continental Advisors
Utah
$2.66M +$58.6K +3,600 +2%
HI
106
Human Investing
Oregon
$2.58M -$119K -7,333 -4%
AAM
107
Advisors Asset Management
Colorado
$2.56M +$1.54M +94,451 +150%
Public Sector Pension Investment Board (PSP Investments)
108
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.55M -$1.8M -110,511 -41%
CWA
109
Carolina Wealth Advisors
South Carolina
$2.55M +$2.57K +158 +0.1%
APF
110
Alaska Permanent Fund
Alaska
$2.52M +$2.19M +134,200 +655%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$2.49M +$306K +18,805 +14%
SSA
112
Schonfeld Strategic Advisors
New York
$2.38M +$1.78M +108,937 +293%
Comerica Bank
113
Comerica Bank
Texas
$2.27M +$1.43M +77,709 +171%
American Century Companies
114
American Century Companies
Missouri
$2.2M -$285K -17,474 -11%
BCI
115
Brinker Capital Investments
Pennsylvania
$2.15M +$2.15M +132,124 New
BDS
116
Banco de Sabadell
Florida
$2.13M +$2.13M +132,218 New
WAM
117
Wakefield Asset Management
Colorado
$2.13M -$14.2K -873 -0.7%
Stifel Financial
118
Stifel Financial
Missouri
$2.05M -$301K -18,454 -13%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$2.04M +$102K +6,248 +5%
BAMF
120
BI Asset Management Fondsmaeglerselskab
Denmark
$1.94M -$201K -12,332 -9%
Ensign Peak Advisors
121
Ensign Peak Advisors
Utah
$1.93M -$2.55M -156,462 -57%
Axa
122
Axa
France
$1.93M -$9.69M -595,000 -83%
MIM
123
MetLife Investment Management
New Jersey
$1.8M +$986K +60,525 +121%
AG
124
Aperio Group
California
$1.78M -$63.2K -3,879 -3%
RGI
125
River Global Investors
United Kingdom
$1.74M +$360K +22,070 +26%