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H&R Block

450 hedge funds and large institutions have $4.51B invested in H&R Block in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 145 increasing their positions, 162 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
10.32%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
55
Increased
145
Reduced
162
Closed
52
Calls
$60.8M
Puts
$120M
Net Calls
-$59.5M
Net Calls Change
-$77.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AOWM
151
Alpha Omega Wealth Management
Virginia
$2.35M +$80.9K +3,553 +4%
SAM
152
Shell Asset Management
Netherlands
$2.26M +$680K +29,847 +43%
CCP
153
Corient Capital Partners
California
$2.25M +$3.08K +135 +0.1%
EF
154
Empirical Finance
Pennsylvania
$2.07M -$192K -8,428 -9%
EWM
155
Endurance Wealth Management
Rhode Island
$2.03M -$246K -10,798 -11%
CA
156
Commerzbank Aktiengesellschaft
Germany
$2.03M +$218K +9,564 +12%
CC
157
Cognios Capital
Kansas
$2.02M -$182K -8,011 -8%
KL
158
KWMG LLC
Kansas
$2.02M +$90.3K +3,962 +5%
ETM
159
Euclidean Technologies Management
Washington
$2.02M +$386K +16,959 +24%
CBNLCF
160
Cognios Beta Neutral Large Cap Fund
Kansas
$2.02M +$2.02M +88,582 New
PDN
161
Pensionfund DSM Netherlands
Netherlands
$1.98M +$1.98M +87,000 New
WAM
162
Wolverine Asset Management
Illinois
$1.96M +$1.96M +86,200 New
Assenagon Asset Management
163
Assenagon Asset Management
Luxembourg
$1.92M +$57.9K +2,542 +3%
LTI
164
Laffer Tengler Investments
Tennessee
$1.92M
Russell Investments Group
165
Russell Investments Group
United Kingdom
$1.9M -$4.98M -219,091 -72%
OAC
166
OMERS Administration Corp
Ontario, Canada
$1.86M +$1.86M +81,600 New
Ohio Public Employees Retirement System (OPERS)
167
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.84M -$86.3K -3,789 -4%
Verition Fund Management
168
Verition Fund Management
Connecticut
$1.82M +$1.6M +70,176 +714%
Tudor Investment Corp
169
Tudor Investment Corp
Connecticut
$1.81M +$1.81M +79,372 New
AG
170
Aperio Group
California
$1.79M -$248K -10,890 -12%
CPO
171
Cerity Partners OCIO
New York
$1.79M +$89.7K +3,936 +5%
Royal London Asset Management
172
Royal London Asset Management
United Kingdom
$1.78M +$1.78M +78,208 New
LIM
173
Loudon Investment Management
New Hampshire
$1.77M -$86.6K -3,800 -5%
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.76M +$13.3K +583 +0.8%
USAA
175
United Services Automobile Association
Texas
$1.74M -$281K -12,328 -14%