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H&R Block

408 hedge funds and large institutions have $5.71B invested in H&R Block in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
408
Holders Change
+14
Holders Change %
+3.55%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
69
Increased
124
Reduced
141
Closed
51
Calls
$62.7M
Puts
$52.1M
Net Calls
+$10.6M
Net Calls Change
+$18.9M
Name Market Value Shares Shares
Change
Shares
Change %
CL
226
CSS LLC
Illinois
$637K 14,790 -5,652 -28%
LCM
227
Landscape Capital Management
New Jersey
$637K 14,782 +14,782 New
Axa
228
Axa
France
$616K 14,300
Baird Financial Group
229
Baird Financial Group
Wisconsin
$563K 13,066 +1,698 +15%
SAM
230
Securian Asset Management
Minnesota
$555K 12,898 -668 -5%
Prudential Financial
231
Prudential Financial
New Jersey
$552K 12,824 +2,728 +27%
EP
232
Edgestream Partners
New Jersey
$542K 12,586 +12,586 New
PI
233
PineBridge Investments
New York
$532K 12,355 -4,628 -27%
GCP
234
GSA Capital Partners
United Kingdom
$520K 12,085 +12,085 New
Brown Advisory
235
Brown Advisory
Maryland
$513K 11,902 +798 +7%
VI
236
Versor Investments
New York
$510K 11,852 -1,400 -11%
RGI
237
River Global Investors
United Kingdom
$508K 11,807 -4,410 -27%
CAM
238
Cresset Asset Management
Illinois
$505K 11,661 +3,449 +42%
FCBT
239
First Citizens Bank & Trust
North Carolina
$503K 11,675 -58 -0.5%
CRC
240
Curi RMB Capital
Illinois
$501K 11,632
MSRPS
241
Maryland State Retirement & Pension System
Maryland
$499K 11,587
SSA
242
Schonfeld Strategic Advisors
New York
$493K 11,452 -56,814 -83%
USAA
243
United Services Automobile Association
Texas
$490K 11,383 +11,383 New
SMFG
244
Sumitomo Mitsui Financial Group
Japan
$488K 11,003 -97,237 -90%
Bank of Nova Scotia
245
Bank of Nova Scotia
Ontario, Canada
$475K 11,030 -6,169 -36%
Mitsubishi UFJ Asset Management
246
Mitsubishi UFJ Asset Management
Japan
$462K 10,723 -1,853 -15%
MA
247
Mutual Advisors
Nebraska
$455K 10,576 +10,576 New
AI
248
AdvisorShares Investments
Maryland
$451K 10,480 +10,480 New
NVCHI
249
New Vernon Capital Holdings II
New Jersey
$448K 10,400 +1,530 +17%
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$446K 10,364 +395 +4%