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H&R Block

414 hedge funds and large institutions have $4.54B invested in H&R Block in 2017 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 146 increasing their positions, 127 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
+7
Holders Change %
+1.72%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
69
Increased
146
Reduced
127
Closed
52
Calls
$62.3M
Puts
$48.1M
Net Calls
+$14.2M
Net Calls Change
-$58.3M
Name Holding Trade Value Shares
Change
Shares
Change %
URS
201
Utah Retirement Systems
Utah
$880K
WBC
202
Westpac Banking Corp
Australia
$877K -$2.18M -93,810 -71%
Hudson Bay Capital Management
203
Hudson Bay Capital Management
Connecticut
$860K +$860K +37,000 New
FAM
204
Formidable Asset Management
Ohio
$844K +$114K +4,512 +16%
Mitsubishi UFJ Asset Management
205
Mitsubishi UFJ Asset Management
Japan
$814K +$9.53K +410 +1%
BC
206
Brinker Capital
Pennsylvania
$805K -$153K -6,584 -16%
XK
207
Xact Kapitalforvaltning
Sweden
$775K +$75.5K +3,249 +11%
AB
208
Amalgamated Bank
New York
$774K +$19.4K +836 +3%
NIPH
209
NN Investment Partners Holdings
Netherlands
$772K +$740K +31,831 +2,283%
Capstone Investment Advisors
210
Capstone Investment Advisors
New York
$760K +$760K +32,706 New
PAM
211
Premier Asset Management
Illinois
$746K
PL
212
Parkwood LLC
Ohio
$713K +$445K +19,135 +166%
Credit Agricole
213
Credit Agricole
France
$712K -$49.1M -2,109,868 -99%
RFCA
214
R&F Capital Advisors
New York
$703K +$703K +30,231 New
Verition Fund Management
215
Verition Fund Management
Connecticut
$700K +$700K +30,129 New
ACP
216
Ashfield Capital Partners
California
$698K
AG
217
Advisor Group
Arizona
$685K +$56.5K +2,432 +9%
Janus Henderson Group
218
Janus Henderson Group
United Kingdom
$684K
CIBC Asset Management
219
CIBC Asset Management
Ontario, Canada
$680K -$63.1K -2,714 -8%
Nomura Asset Management
220
Nomura Asset Management
Japan
$666K -$26.5K -1,140 -4%
MSA
221
Mason Street Advisors
Wisconsin
$665K +$5.81K +250 +0.9%
AL
222
Airain Ltd
Guernsey
$655K -$394K -16,951 -38%
EP
223
Elkfork Partners
Oregon
$651K -$2.13M -91,800 -77%
MWNA
224
Marshall Wace North America
New York
$646K +$646K +28,083 New
Pacer Advisors
225
Pacer Advisors
Pennsylvania
$633K +$45.5K +1,959 +8%