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H&R Block

420 hedge funds and large institutions have $5.06B invested in H&R Block in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 139 increasing their positions, 164 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-30
Holders Change %
-6.67%
% of All Funds
6.72%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
50
Increased
139
Reduced
164
Closed
75
Calls
$64.4M
Puts
$45.8M
Net Calls
+$18.7M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PAMS
226
Pictet Asset Management (Switzerland)
Switzerland
$686K
EFI
227
EHP Funds Inc
Canada
$684K +$176K +5,000 +35%
DA
228
Duality Advisers
Florida
$678K -$675K -19,145 -50%
Natixis Advisors
229
Natixis Advisors
Massachusetts
$677K +$82.2K +2,334 +14%
ASN
230
Advisory Services Network
Georgia
$666K +$240K +6,799 +56%
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$666K -$49.3K -1,399 -7%
PI
232
PineBridge Investments
New York
$657K +$154K +4,378 +31%
BAM
233
Blueshift Asset Management
New Jersey
$648K -$428K -12,137 -40%
MCA
234
MSH Capital Advisors
Arizona
$647K +$71.7K +2,033 +12%
Axa
235
Axa
France
$645K -$3.92M -111,100 -86%
NSEDCP
236
NJ State Employees Deferred Compensation Plan
New Jersey
$635K
TA
237
TCM Advisors
West Virginia
$627K -$245K
UCFA
238
United Capital Financial Advisors
Texas
$621K -$213K -6,054 -26%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$618K +$10.6K +302 +2%
PMEF
240
Point72 Middle East FZE
United Arab Emirates
$618K +$400K +11,359 +184%
CCM
241
Carlson Capital Management
Minnesota
$613K +$613K +17,400 New
VIA
242
Vident Investment Advisory
Georgia
$590K +$201K +5,714 +52%
RT
243
Rockland Trust
Massachusetts
$587K
AWM
244
AE Wealth Management
Kansas
$579K -$181K -5,148 -24%
RGI
245
River Global Investors
United Kingdom
$578K -$17.3K -490 -3%
Twin Tree Management
246
Twin Tree Management
Texas
$576K -$508K -14,412 -47%
LB
247
Legacy Bridge
Iowa
$558K +$36.7K +1,040 +7%
TCMG
248
TSP Capital Management Group
New Jersey
$546K
LAM
249
Lingohr Asset Management
Germany
$546K +$546K +15,500 New
ESCM
250
Echo Street Capital Management
New York
$545K -$123K -3,495 -18%