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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 %
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$1.11M -$151K -9,300 -12%
UCFA
152
United Capital Financial Advisors
Texas
$1.1M +$1.1M +67,226 New
AAM
153
Auxier Asset Management
Oregon
$1.04M -$22K -1,350 -2%
Royal Bank of Canada
154
Royal Bank of Canada
Ontario, Canada
$1.03M -$4.48M -274,883 -81%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$1.02M +$1.02M +62,902 New
SG Americas Securities
156
SG Americas Securities
New York
$1.01M -$1.91M -117,419 -65%
COPPSERS
157
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.01M +$828K +50,819 +462%
TCM
158
Teza Capital Management
Illinois
$971K +$971K +59,618 New
ASRS
159
Arizona State Retirement System
Arizona
$946K +$228K +14,008 +32%
Walleye Trading
160
Walleye Trading
New York
$945K +$945K +58,015 New
BF
161
BOK Financial
Oklahoma
$942K -$149K -9,145 -14%
Truist Financial
162
Truist Financial
North Carolina
$939K +$16.2K +993 +2%
LCM
163
Laurion Capital Management
New York
$924K +$924K +56,700 New
SEC
164
Seven Eight Capital
New York
$919K +$720K +44,200 +362%
ACI
165
AMP Capital Investors
Australia
$898K -$825K -50,948 -48%
LPL Financial
166
LPL Financial
California
$898K -$27.9K -1,715 -3%
AIP
167
Ameritas Investment Partners
Nebraska
$890K +$834K +51,157 +1,482%
GI
168
GAMCO Investors
Connecticut
$849K -$19.5K -1,200 -2%
GCP
169
GSA Capital Partners
United Kingdom
$831K +$831K +50,993 New
SFI
170
Susquehanna Fundamental Investments
Pennsylvania
$810K -$2.1M -129,000 -72%
SB
171
Simmons Bank
Arkansas
$808K +$118K +7,260 +17%
T. Rowe Price Associates
172
T. Rowe Price Associates
Maryland
$804K -$5.33M -326,990 -87%
HSBC Holdings
173
HSBC Holdings
United Kingdom
$794K -$2.47M -150,028 -76%
LSERS
174
Louisiana State Employees Retirement System
Louisiana
$785K +$785K +48,200 New
DTL
175
Dynamic Technology Lab
Singapore
$754K +$187K +11,469 +33%