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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 %
TC
201
Trilogy Capital
California
$543K -$52.5K -3,219 -9%
SOADOR
202
State of Alaska Department of Revenue
Alaska
$536K -$21.4K -1,315 -4%
CPO
203
Cerity Partners OCIO
New York
$533K -$1.69M -103,794 -76%
Prudential Financial
204
Prudential Financial
New Jersey
$531K -$2.67M -164,066 -83%
Group One Trading
205
Group One Trading
Illinois
$518K +$144K +8,826 +38%
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$515K
PCM
207
Pinz Capital Management
New York
$501K +$501K +30,749 New
VRS
208
Virginia Retirement Systems
Virginia
$500K -$17.4M -1,070,400 -97%
ACP
209
Ashfield Capital Partners
California
$489K
FAM
210
Formidable Asset Management
Ohio
$486K -$19.5K -1,187 -4%
TRSOTSOK
211
Teachers Retirement System of the State of Kentucky
Kentucky
$469K +$168K +10,300 +56%
FAAS
212
First Allied Advisory Services
California
$464K +$29.6K +1,817 +7%
TCMG
213
TSP Capital Management Group
New Jersey
$456K -$464K
Canada Pension Plan Investment Board
214
Canada Pension Plan Investment Board
Ontario, Canada
$436K -$1.76M -108,075 -80%
OFG
215
OmniStar Financial Group
North Carolina
$432K +$172K +10,577 +66%
FCH
216
Freestone Capital Holdings
Washington
$425K -$3.85M -236,493 -90%
RJA
217
Raymond James & Associates
Florida
$425K +$425K +26,110 New
State of Wisconsin Investment Board
218
State of Wisconsin Investment Board
Wisconsin
$423K +$7.82K +480 +2%
Aberdeen Group
219
Aberdeen Group
United Kingdom
$418K -$1.06M -65,402 -72%
Creative Planning
220
Creative Planning
Kansas
$412K +$153K +9,384 +59%
MAM
221
Meeder Asset Management
Ohio
$402K +$17.1K +1,052 +4%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$400K -$1.09K -67 -0.3%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$384K +$140K +8,611 +58%
B
224
Barings
North Carolina
$374K -$361K -22,146 -49%
FL
225
Fort LP
Maryland
$363K -$180K -11,026 -33%