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H&R Block

450 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
9.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
54
Increased
183
Reduced
142
Closed
60
Calls
$27.4M
Puts
$26M
Net Calls
+$1.36M
Net Calls Change
+$45.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BS
151
Bessemer Securities
New York
$2.2M -$4.09K -171 -0.2%
USAA
152
United Services Automobile Association
Texas
$2.18M -$3.16M -132,000 -59%
CBOA
153
Commonwealth Bank of Australia
Australia
$2.12M +$2.11M +88,500 +29,500%
AG
154
Advisor Group
Arizona
$2.11M +$80.4K +3,357 +4%
Assenagon Asset Management
155
Assenagon Asset Management
Luxembourg
$2.08M -$807K -33,696 -28%
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.03M +$3.14K +131 +0.2%
LTI
157
Laffer Tengler Investments
Tennessee
$2.01M
WorldQuant Millennium Advisors
158
WorldQuant Millennium Advisors
New York
$1.91M -$5.33M -222,496 -74%
Royal London Asset Management
159
Royal London Asset Management
United Kingdom
$1.87M
Aviva
160
Aviva
United Kingdom
$1.86M +$10.5K +440 +0.6%
BC
161
Brinker Capital
Pennsylvania
$1.79M +$252K +10,501 +16%
SC
162
Scotia Capital
Ontario, Canada
$1.73M +$1.73M +72,322 New
DekaBank Deutsche Girozentrale
163
DekaBank Deutsche Girozentrale
Germany
$1.72M -$460K -16,685 -21%
Pacer Advisors
164
Pacer Advisors
Pennsylvania
$1.63M +$720K +30,055 +79%
AAM
165
Auxier Asset Management
Oregon
$1.61M -$598 -25 -0%
FAF
166
Fjarde Ap-fonden
Sweden
$1.58M +$317K +13,231 +25%
ACA
167
Aptus Capital Advisors
Alabama
$1.57M +$76.8K +3,207 +5%
RHAM
168
Round Hill Asset Management
California
$1.57M -$3.23K -135 -0.2%
CIBC World Market
169
CIBC World Market
Ontario, Canada
$1.49M +$4.81K +201 +0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
170
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.49M -$76.6K -3,200 -5%
RT
171
Rockland Trust
Massachusetts
$1.48M -$61.2K -2,557 -4%
DnB Asset Management
172
DnB Asset Management
Norway
$1.48M -$254K -10,610 -15%
AIL
173
AGF Investments LLC
Ontario, Canada
$1.47M +$162K +6,784 +12%
EWM
174
Endurance Wealth Management
Rhode Island
$1.42M -$77.8K -3,250 -5%
SOMRS
175
State of Michigan Retirement System
Michigan
$1.42M +$9.58K +400 +0.7%