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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 %
MML Investors Services
176
MML Investors Services
Massachusetts
$753K -$46.5K -2,852 -6%
ACM
177
Argyle Capital Management
Pennsylvania
$749K
Wealthfront Advisers
178
Wealthfront Advisers
California
$748K +$266K +16,310 +55%
RL
179
Ruffer LLP
United Kingdom
$745K +$745K +45,691 New
EVM
180
Eaton Vance Management
Massachusetts
$735K -$4.61K -283 -0.6%
CB
181
Commerce Bank
Missouri
$733K +$1.97K +121 +0.3%
CIP
182
Convergence Investment Partners
Florida
$729K +$58K +3,559 +9%
MLICM
183
Metropolitan Life Insurance Company (MetLife)
New York
$705K +$128K +7,842 +22%
US Bancorp
184
US Bancorp
Minnesota
$702K +$87K +5,340 +14%
AIMCA
185
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$689K -$4.91M -301,700 -88%
PAM
186
Panagora Asset Management
Massachusetts
$682K -$159K -9,770 -19%
QIM
187
Quantitative Investment Management
Virginia
$660K -$189K -11,577 -22%
Sumitomo Mitsui Trust Group
188
Sumitomo Mitsui Trust Group
Japan
$656K +$656K +40,300 New
Federated Hermes
189
Federated Hermes
Pennsylvania
$653K +$470K +28,883 +257%
NMERB
190
New Mexico Educational Retirement Board
New Mexico
$647K +$434K +26,610 +203%
NFG
191
Next Financial Group
Texas
$644K +$466K +28,143 +261%
Handelsbanken Fonder
192
Handelsbanken Fonder
Sweden
$626K
OPERF
193
Oregon Public Employees Retirement Fund
Oregon
$603K +$313K +19,177 +108%
AB
194
Amalgamated Bank
New York
$589K -$25.7K -1,575 -4%
M&T Bank
195
M&T Bank
New York
$584K -$2K -123 -0.3%
CI Investments Inc
196
CI Investments Inc
Ontario, Canada
$579K +$138K +8,444 +31%
HSA
197
Hussman Strategic Advisors
Maryland
$570K
CIG
198
Cairn Investment Group
Washington
$557K -$168K -10,290 -23%
X
199
Xponance
Pennsylvania
$557K +$197K +12,075 +55%
Cambridge Investment Research Advisors
200
Cambridge Investment Research Advisors
Iowa
$545K +$50.1K +3,076 +10%