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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 %
CC
151
Cognios Capital
Kansas
$2.18M +$429K +16,911 +25%
AG
152
Advisor Group
Arizona
$2.15M +$1.23M +48,340 +133%
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.14M +$135K +5,306 +7%
LTI
154
Laffer Tengler Investments
Tennessee
$2.13M
DCM
155
Dupont Capital Management
Delaware
$2.04M -$34.5K -1,359 -2%
DekaBank Deutsche Girozentrale
156
DekaBank Deutsche Girozentrale
Germany
$2.02M +$425K +16,685 +27%
WI
157
WBI Investments
New Jersey
$2M -$1.93M -76,088 -49%
Royal London Asset Management
158
Royal London Asset Management
United Kingdom
$1.97M +$1.97M +78,208 New
CIP
159
Convergence Investment Partners
Florida
$1.96M +$65.4K +2,576 +3%
Aviva
160
Aviva
United Kingdom
$1.96M -$563K -22,195 -22%
AOWM
161
Alpha Omega Wealth Management
Virginia
$1.92M -$755K -29,740 -28%
KWILP
162
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.92M -$225K -8,885 -11%
DnB Asset Management
163
DnB Asset Management
Norway
$1.84M +$1.32M +52,200 +258%
AAM
164
Auxier Asset Management
Oregon
$1.7M -$1.44M -56,650 -46%
RHAM
165
Round Hill Asset Management
California
$1.67M -$9.52K -375 -0.6%
ProShare Advisors
166
ProShare Advisors
Maryland
$1.67M -$29.6K -1,166 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
167
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.66M -$138M -5,448,592 -99%
RT
168
Rockland Trust
Massachusetts
$1.64M -$33.2K -1,308 -2%
BC
169
Brinker Capital
Pennsylvania
$1.63M -$42.3K -1,667 -3%
DTL
170
Dynamic Technology Lab
Singapore
$1.62M +$1.33M +52,250 +451%
Jennison Associates
171
Jennison Associates
New York
$1.61M +$1.61M +63,298 New
EWM
172
Endurance Wealth Management
Rhode Island
$1.59M -$278K -10,965 -15%
ACA
173
Aptus Capital Advisors
Alabama
$1.59M +$1.59M +62,552 New
First Manhattan
174
First Manhattan
New York
$1.58M -$380K -14,998 -19%
CIBC World Market
175
CIBC World Market
Ontario, Canada
$1.58M +$1.58M +62,158 New