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H&R Block

456 hedge funds and large institutions have $5.86B invested in H&R Block in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 132 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.89%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
74
Increased
132
Reduced
176
Closed
45
Calls
$129M
Puts
$75.2M
Net Calls
+$53.4M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Shares
Change %
QC
226
Quent Capital
New York
$894K +$248K +5,833 +38%
RFG
227
Range Financial Group
Oregon
$889K -$3.05M -71,682 -77%
PCC
228
Park Circle Company
Maryland
$885K
MCM
229
MAI Capital Management
Ohio
$870K +$870K +20,462 New
Axa
230
Axa
France
$868K
HCM
231
Huber Capital Management
California
$860K -$245K -5,754 -22%
CIC
232
Crawford Investment Counsel
Georgia
$858K -$168K -3,945 -16%
US Bancorp
233
US Bancorp
Minnesota
$849K +$2.68K +63 +0.3%
Handelsbanken Fonder
234
Handelsbanken Fonder
Sweden
$834K
NYLIM
235
New York Life Investment Management
New York
$827K +$65.4K +1,539 +9%
PNC Financial Services Group
236
PNC Financial Services Group
Pennsylvania
$794K +$126K +2,965 +19%
HSA
237
Hussman Strategic Advisors
Maryland
$791K -$527K -12,400 -40%
Natixis Advisors
238
Natixis Advisors
Massachusetts
$785K +$183K +4,292 +30%
ETC
239
Exchange Traded Concepts
Oklahoma
$774K +$774K +18,198 New
Cambridge Investment Research Advisors
240
Cambridge Investment Research Advisors
Iowa
$771K +$29.1K +684 +4%
NSEDCP
241
NJ State Employees Deferred Compensation Plan
New Jersey
$766K
Mackenzie Financial
242
Mackenzie Financial
Ontario, Canada
$766K +$208K +4,879 +37%
USAA
243
United Services Automobile Association
Texas
$749K
AIM
244
Aigen Investment Management
New York
$735K +$735K +17,273 New
SG Americas Securities
245
SG Americas Securities
New York
$726K -$1.2M -28,272 -62%
AWM
246
AE Wealth Management
Kansas
$726K -$171K -4,025 -19%
MML Investors Services
247
MML Investors Services
Massachusetts
$712K +$43.4K +1,020 +6%
RT
248
Rockland Trust
Massachusetts
$709K
CI Investments Inc
249
CI Investments Inc
Ontario, Canada
$699K -$436K -10,246 -38%
MCA
250
MSH Capital Advisors
Arizona
$694K