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H&R Block

443 hedge funds and large institutions have $4.54B invested in H&R Block in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 120 increasing their positions, 179 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
443
Holders Change
+11
Holders Change %
+2.55%
% of All Funds
8.75%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
78
Increased
120
Reduced
179
Closed
56
Calls
$13.1M
Puts
$13.5M
Net Calls
-$468K
Net Calls Change
-$4.56M
Name Holding Trade Value Shares
Change
Shares
Change %
FAM
201
Formidable Asset Management
Ohio
$1.01M +$1.01M +41,324 New
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$1M -$430K -18,334 -30%
Marshall Wace
203
Marshall Wace
United Kingdom
$1M +$1M +42,731 New
MAM
204
Meeder Asset Management
Ohio
$1M +$310K +13,209 +45%
EF
205
Empirical Finance
Pennsylvania
$988K +$18.1K +770 +2%
State of Wisconsin Investment Board
206
State of Wisconsin Investment Board
Wisconsin
$961K +$961K +40,950 New
EWM
207
Endurance Wealth Management
Rhode Island
$951K -$145K -6,190 -13%
ACM
208
AlphaCrest Capital Management
New York
$943K +$503K +21,421 +114%
USAA
209
United Services Automobile Association
Texas
$919K -$269K -11,462 -23%
XK
210
Xact Kapitalforvaltning
Sweden
$902K
URS
211
Utah Retirement Systems
Utah
$900K -$7.04K -300 -0.8%
BF
212
BOK Financial
Oklahoma
$895K +$895K +38,096 New
THWM
213
Taylor Hoffman Wealth Management
Virginia
$886K -$25K -1,063 -3%
First Manhattan
214
First Manhattan
New York
$885K -$162K -6,910 -15%
LAM
215
Lingohr Asset Management
Germany
$885K
QT
216
Quantamental Technologies
New York
$881K +$287K +12,239 +48%
PRC
217
Pearl River Capital
Michigan
$881K +$881K +37,530 New
TCM
218
Teza Capital Management
Illinois
$881K +$881K +37,540 New
FTIOP
219
Fiduciary Trust International of Pennsylvania
Pennsylvania
$871K
CIP
220
Convergence Investment Partners
Florida
$869K +$869K +37,009 New
ASRS
221
Arizona State Retirement System
Arizona
$861K -$543K -23,140 -39%
CCM
222
Cadence Capital Management
Massachusetts
$847K +$633K +26,991 +297%
Pzena Investment Management
223
Pzena Investment Management
New York
$843K +$194K +8,252 +30%
Zurich Cantonal Bank
224
Zurich Cantonal Bank
Switzerland
$837K -$4.31M -183,457 -84%
TCMG
225
TSP Capital Management Group
New Jersey
$824K -$836K