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H&R Block

460 hedge funds and large institutions have $4.93B invested in H&R Block in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+23
Holders Change %
+5.26%
% of All Funds
10.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
65
Increased
150
Reduced
162
Closed
38
Calls
$38.8M
Puts
$82.7M
Net Calls
-$43.9M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
B
126
Barings
North Carolina
$3.35M -$604K -23,800 -15%
ARTA
127
A.R.T. Advisors
New York
$3.34M +$1.71M +67,400 +105%
ASRS
128
Arizona State Retirement System
Arizona
$3.33M +$198K +4,652 +6%
ED
129
Exane Derivatives
France
$3.29M +$290K +11,442 +10%
Toronto Dominion Bank
130
Toronto Dominion Bank
Ontario, Canada
$3.29M -$615K -24,244 -16%
SWMG
131
Signature Wealth Management Group
Georgia
$3.08M +$2.94K +116 +0.1%
Assenagon Asset Management
132
Assenagon Asset Management
Luxembourg
$3.06M +$625K +24,643 +26%
LSV Asset Management
133
LSV Asset Management
Illinois
$3.01M -$55.8K -2,200 -2%
S
134
Seeyond
France
$2.98M +$2.98M +117,485 New
Baird Financial Group
135
Baird Financial Group
Wisconsin
$2.85M +$2.39M +94,266 +525%
EF
136
Empirical Finance
Pennsylvania
$2.8M -$1.45K -57 -0.1%
GH
137
GAM Holding
Switzerland
$2.78M -$989K -38,995 -26%
GC
138
Guggenheim Capital
Illinois
$2.77M -$515K -20,304 -16%
SAM
139
Shell Asset Management
Netherlands
$2.73M +$165K +6,500 +6%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$2.67M -$291K -11,463 -10%
AA
141
ALPS Advisors
Colorado
$2.6M -$385K -15,164 -13%
DA
142
Duality Advisers
Florida
$2.56M +$2.56M +100,990 New
Axa
143
Axa
France
$2.46M -$17.3M -681,203 -88%
EMG
144
Ellington Management Group
Connecticut
$2.38M +$386K +15,200 +19%
SIM
145
Spark Investment Management
New York
$2.36M -$365K -14,400 -13%
BS
146
Bessemer Securities
New York
$2.34M +$2.34M +92,243 New
Franklin Resources
147
Franklin Resources
California
$2.33M +$161K +6,345 +7%
CCP
148
Corient Capital Partners
California
$2.29M -$220K -8,677 -9%
ETM
149
Euclidean Technologies Management
Washington
$2.27M
EF
150
Empowered Funds
Pennsylvania
$2.18M -$862K -33,996 -28%