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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 %
MIM
176
MetLife Investment Management
New Jersey
$1.4M -$8.45K -353 -0.6%
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$1.39M +$67.7K +2,827 +5%
WI
178
WBI Investments
New Jersey
$1.39M -$502K -20,973 -27%
SMDAM
179
Sumitomo Mitsui DS Asset Management
Japan
$1.39M +$1.07M +44,774 +341%
KWILP
180
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.37M -$445K -18,596 -25%
CIBC Private Wealth Group
181
CIBC Private Wealth Group
Georgia
$1.35M -$3.76M -157,086 -74%
First Manhattan
182
First Manhattan
New York
$1.34M -$149K -6,210 -10%
Holocene Advisors
183
Holocene Advisors
New York
$1.34M +$137K +5,729 +11%
AA
184
ALPS Advisors
Colorado
$1.29M -$1.17M -48,671 -47%
DA
185
Duality Advisers
Florida
$1.29M -$1.13M -47,040 -47%
RIM
186
Redpoint Investment Management
Australia
$1.28M
SOADOR
187
State of Alaska Department of Revenue
Alaska
$1.25M +$98.2K +4,108 +9%
DTL
188
Dynamic Technology Lab
Singapore
$1.24M -$288K -12,035 -19%
State of Tennessee, Department of Treasury
189
State of Tennessee, Department of Treasury
Tennessee
$1.23M -$43.9K -1,835 -3%
GIBU
190
Gulf International Bank (UK)
United Kingdom
$1.22M +$19.1K +800 +2%
B
191
Barings
North Carolina
$1.21M -$1.96M -81,700 -62%
AIMCA
192
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.18M +$170K +7,100 +17%
RJA
193
Raymond James & Associates
Florida
$1.17M -$137K -5,717 -10%
NAM
194
NorthCoast Asset Management
Connecticut
$1.17M -$60.1K -2,509 -5%
BLA
195
Balter Liquid Alternatives
Massachusetts
$1.16M +$1.16M +48,315 New
CB
196
Commerce Bank
Missouri
$1.16M -$7.18K -300 -0.6%
EMG
197
Ellington Management Group
Connecticut
$1.15M -$1.09M -45,700 -49%
QI
198
QS Investors
New York
$1.15M +$323K +13,497 +39%
Comerica Bank
199
Comerica Bank
Texas
$1.13M -$6.47K -258 -0.6%
FAN
200
Financial Advisors Network
California
$1.11M +$67.5K +2,572 +6%