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H&R Block

450 hedge funds and large institutions have $4.98B invested in H&R Block in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 142 reducing their positions, and 60 closing their positions.

Holders
450
Holders Change
-10
Holders Change %
-2.17%
% of All Funds
9.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
54
Increased
183
Reduced
142
Closed
60
Calls
$27.4M
Puts
$26M
Net Calls
+$1.36M
Net Calls Change
+$45.2M
Name Market Value Shares Shares
Change
Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$633M 26,448,805 +209,699 +0.8%
BlackRock
2
BlackRock
New York
$549M 22,923,534 -203,274 -0.9%
State Street
3
State Street
Massachusetts
$275M 11,361,776 +448,847 +4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$229M 9,568,608 +1,150,946 +14%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$184M 7,705,778 +1,363,866 +22%
AAMU
6
Amundi Asset Management US
Massachusetts
$134M 5,596,753 +2,687,319 +92%
Swedbank
7
Swedbank
Sweden
$124M 5,195,264 +18,193 +0.4%
JAM
8
Jupiter Asset Management
United Kingdom
$120M 4,997,630 -97,733 -2%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$114M 4,758,746 +1,419,039 +42%
Northern Trust
10
Northern Trust
Illinois
$102M 4,245,946 +193,383 +5%
Artisan Partners
11
Artisan Partners
Wisconsin
$101M 4,199,581 -29,266 -0.7%
APG Asset Management
12
APG Asset Management
Netherlands
$97.1M 4,554,649 +304,000 +7%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$84.7M 3,542,997 +289,187 +9%
AQR Capital Management
14
AQR Capital Management
Connecticut
$73.3M 3,063,754 +658,516 +27%
Goldman Sachs
15
Goldman Sachs
New York
$66.9M 2,794,087 -313,619 -10%
Invesco
16
Invesco
Georgia
$61.6M 2,573,772 +490,515 +24%
Ameriprise
17
Ameriprise
Minnesota
$61M 2,546,946 +1,877,996 +281%
Wells Fargo
18
Wells Fargo
California
$58.7M 2,450,398 +364,817 +17%
Norges Bank
19
Norges Bank
Norway
$56.5M 2,360,738 -52,050 -2%
Man Group
20
Man Group
United Kingdom
$54.9M 2,291,350 -661,700 -22%
UBS AM
21
UBS AM
Illinois
$53.9M 2,252,401 +431,634 +24%
A
22
AustralianSuper
Australia
$50.1M 2,090,679 +1,633,251 +357%
HCM
23
Hamlin Capital Management
New York
$48.7M 2,032,637 +151,747 +8%
Lazard Asset Management
24
Lazard Asset Management
New York
$48M 2,005,033 +481,190 +32%
Robeco Institutional Asset Management
25
Robeco Institutional Asset Management
Netherlands
$46.5M 1,941,645 +641,529 +49%