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H&R Block

383 hedge funds and large institutions have $2.64B invested in H&R Block in 2020 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 148 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-60
Holders Change %
-13.54%
% of All Funds
8.46%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
127
Reduced
148
Closed
101
Calls
$8.34M
Puts
$9.66M
Net Calls
-$1.32M
Net Calls Change
-$852K
Name Holding Trade Value Shares
Change
Shares
Change %
Public Employees Retirement Association of Colorado
201
Public Employees Retirement Association of Colorado
Colorado
$449K
Russell Investments Group
202
Russell Investments Group
United Kingdom
$437K -$1.05M -74,830 -71%
MLICM
203
Metropolitan Life Insurance Company (MetLife)
New York
$435K -$4.96K -352 -1%
MSL
204
Mackay Shields LLC
New York
$426K -$2.2K -156 -0.5%
CIP
205
Convergence Investment Partners
Florida
$425K -$96.1K -6,823 -18%
EWM
206
Endurance Wealth Management
Rhode Island
$423K -$148K -10,475 -26%
ACP
207
Ashfield Capital Partners
California
$422K
AA
208
ALPS Advisors
Colorado
$417K -$56.2K -3,987 -12%
MAM
209
Meeder Asset Management
Ohio
$414K -$188K -13,353 -31%
AII
210
AGF Investments Inc
Ontario, Canada
$413K +$413K +29,319 New
WG
211
Winton Group
United Kingdom
$408K +$56.4K +4,008 +16%
6M
212
6 Meridian
Kansas
$407K +$407K +28,884 New
MSA
213
Mason Street Advisors
Wisconsin
$392K
PAMU
214
Pictet Asset Management (UK)
United Kingdom
$391K -$3.19M -226,615 -89%
WBC
215
Westpac Banking Corp
Australia
$387K +$56.3K +4,000 +17%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$383K -$220K -15,623 -37%
CI Investments Inc
217
CI Investments Inc
Ontario, Canada
$380K -$59.4K -4,214 -14%
MOACM
218
Mutual of America Capital Management
New York
$376K +$7.89K +560 +2%
State of Wisconsin Investment Board
219
State of Wisconsin Investment Board
Wisconsin
$375K -$202K -14,347 -35%
MERSOM
220
Municipal Employees' Retirement System of Michigan
Michigan
$370K
Zurich Cantonal Bank
221
Zurich Cantonal Bank
Switzerland
$352K -$150K -10,672 -30%
SB
222
Simmons Bank
Arkansas
$342K +$342K +24,236 New
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$334K +$150K +10,682 +82%
SC
224
SRB Corp
Massachusetts
$330K +$330K +23,418 New
ECM
225
ETrade Capital Management
Virginia
$330K +$330K +23,462 New