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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.

New
Increased
Maintained
Reduced
Closed
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 %
EP
126
Edgestream Partners
New Jersey
$1.7M +$1.28M +78,666 +304%
MSA
127
Mason Street Advisors
Wisconsin
$1.68M +$1.23M +75,764 +276%
EGM
128
Engineers Gate Manager
New York
$1.67M -$635K -38,975 -28%
Asset Management One
129
Asset Management One
Japan
$1.67M +$174K +10,678 +12%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$1.66M +$1.66M +101,751 New
Pacer Advisors
131
Pacer Advisors
Pennsylvania
$1.65M +$739K +45,398 +81%
SIS
132
Sound Income Strategies
Florida
$1.58M +$1.58M +96,850 +76,865%
GC
133
Guggenheim Capital
Illinois
$1.57M -$397K -24,388 -20%
Franklin Resources
134
Franklin Resources
California
$1.49M -$1.92M -117,924 -56%
QT
135
Quantbot Technologies
New York
$1.47M +$1.47M +90,026 New
IEFM
136
IQ EQ Fund Management
Ireland
$1.43M -$29.6K -1,817 -2%
Ohio Public Employees Retirement System (OPERS)
137
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.41M +$235K +14,410 +20%
Capital Fund Management (CFM)
138
Capital Fund Management (CFM)
France
$1.4M +$1.4M +85,775 New
DA
139
Duality Advisers
Florida
$1.32M +$1.32M +81,230 New
ProShare Advisors
140
ProShare Advisors
Maryland
$1.31M -$73.7K -4,527 -5%
RCM
141
Rings Capital Management
Illinois
$1.3M +$1.3M +80,000 New
DF
142
Donoghue Forlines
Massachusetts
$1.27M +$1.27M +78,004 New
QOP
143
Quinn Opportunity Partners
Virginia
$1.21M +$1.21M +74,500 New
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$1.21M -$3.05M -187,102 -72%
JF
145
Jump Financial
Illinois
$1.2M +$1.2M +73,570 New
RIG
146
Roosevelt Investment Group
New York
$1.17M +$1.17M +72,000 New
RHAM
147
Round Hill Asset Management
California
$1.17M +$111K +6,805 +11%
Treasurer of the State of North Carolina
148
Treasurer of the State of North Carolina
North Carolina
$1.15M -$977 -60 -0.1%
DekaBank Deutsche Girozentrale
149
DekaBank Deutsche Girozentrale
Germany
$1.15M -$331K -20,734 -22%
SOMRS
150
State of Michigan Retirement System
Michigan
$1.15M +$344K +21,106 +43%