HRB icon

H&R Block

460 hedge funds and large institutions have $4.93B invested in H&R Block in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 150 increasing their positions, 162 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
460
Holders Change
+23
Holders Change %
+5.26%
% of All Funds
10.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
65
Increased
150
Reduced
162
Closed
38
Calls
$38.8M
Puts
$82.7M
Net Calls
-$43.9M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
EVM
201
Eaton Vance Management
Massachusetts
$1.14M -$7.36K -290 -0.6%
Natixis Advisors
202
Natixis Advisors
Massachusetts
$1.11M -$8.98K -354 -0.8%
SG Americas Securities
203
SG Americas Securities
New York
$1.09M +$577K +22,747 +112%
LIM
204
Loudon Investment Management
New Hampshire
$1.09M -$513K -20,240 -32%
AB
205
Amalgamated Bank
New York
$1.09M +$71K +2,798 +7%
AIMCA
206
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.07M
CPO
207
Cerity Partners OCIO
New York
$1.07M -$1.71M -67,568 -62%
TPSF
208
Texas Permanent School Fund
Texas
$1.05M -$122K -4,798 -10%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$1.01M -$2.21K -87 -0.2%
FAN
210
Financial Advisors Network
California
$1M +$1M +39,572 New
URS
211
Utah Retirement Systems
Utah
$973K +$2.54K +100 +0.3%
HIMCH
212
Hartford Investment Management Co (HIMCO)
Connecticut
$970K +$15.1K +594 +2%
Pacer Advisors
213
Pacer Advisors
Pennsylvania
$961K -$132K -5,209 -12%
NB
214
Norinchukin Bank
Japan
$955K +$284K +11,198 +42%
FM
215
Foster & Motley
Ohio
$953K -$65.5K -2,583 -6%
VIA
216
Vident Investment Advisory
Georgia
$941K -$30.5K -1,201 -3%
FTIOP
217
Fiduciary Trust International of Pennsylvania
Pennsylvania
$941K
FAM
218
Formidable Asset Management
Ohio
$928K +$9.4K +371 +1%
JG
219
Jefferies Group
New York
$911K +$911K +35,908 New
Nomura Asset Management
220
Nomura Asset Management
Japan
$904K +$108K +4,270 +14%
QI
221
QS Investors
New York
$879K -$1.27K -50 -0.1%
M&T Bank
222
M&T Bank
New York
$876K +$863 +34 +0.1%
BA
223
Bridgewater Associates
Connecticut
$852K +$570K +22,445 +202%
PAM
224
Premier Asset Management
Illinois
$814K
EP
225
Elkfork Partners
Oregon
$805K -$92.2K -3,638 -10%