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H&R Block

367 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
59
Increased
99
Reduced
155
Closed
63
Calls
$23.2M
Puts
$25.8M
Net Calls
-$2.65M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Shares
Change %
Pacer Advisors
151
Pacer Advisors
Pennsylvania
$1.05M -$556K -35,032 -35%
Federated Hermes
152
Federated Hermes
Pennsylvania
$1.03M +$389K +24,568 +61%
MCM
153
Mork Capital Management
California
$1.02M +$1.02M +64,500 New
OPERF
154
Oregon Public Employees Retirement Fund
Oregon
$1.02M +$429K +27,041 +73%
NMIMC
155
Northwestern Mutual Investment Management Company
Wisconsin
$1M +$832K +52,492 +496%
AAM
156
Auxier Asset Management
Oregon
$998K -$11.9K -750 -1%
COPPSERS
157
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$971K -$9.12K -575 -0.9%
MWA
158
Marshall Wace Asia
Hong Kong
$971K +$971K +61,251 New
RJA
159
Raymond James & Associates
Florida
$950K +$536K +33,761 +129%
AIMCA
160
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$901K +$230K +14,500 +34%
ASRS
161
Arizona State Retirement System
Arizona
$885K -$35.8K -2,257 -4%
WI
162
WBI Investments
New Jersey
$851K +$851K +53,648 New
BF
163
BOK Financial
Oklahoma
$822K -$96.1K -6,051 -10%
Commonwealth Equity Services
164
Commonwealth Equity Services
Massachusetts
$810K +$580K +36,557 +252%
AIP
165
Ameritas Investment Partners
Nebraska
$804K -$62.1K -3,918 -7%
Macquarie Group
166
Macquarie Group
Australia
$795K +$641K +40,400 +416%
OFG
167
OmniStar Financial Group
North Carolina
$781K +$361K +22,747 +86%
GI
168
GAMCO Investors
Connecticut
$778K -$49K -3,091 -6%
Simplex Trading
169
Simplex Trading
Illinois
$778K +$778K +49,065 New
Creative Planning
170
Creative Planning
Kansas
$755K +$354K +22,315 +88%
QI
171
QS Investors
New York
$753K +$440K +27,751 +141%
AC
172
Athanor Capital
New York
$740K +$740K +46,667 New
ACM
173
Argyle Capital Management
Pennsylvania
$729K
LSERS
174
Louisiana State Employees Retirement System
Louisiana
$726K -$38K -2,400 -5%
EVM
175
Eaton Vance Management
Massachusetts
$716K