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H&R Block

465 hedge funds and large institutions have $6.15B invested in H&R Block in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
465
Holders Change
+57
Holders Change %
+13.97%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
103
Increased
126
Reduced
158
Closed
41
Calls
$43.3M
Puts
$45M
Net Calls
-$1.75M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NVCHI
226
New Vernon Capital Holdings II
New Jersey
$780K +$277K +5,730 +55%
EI
227
Ethic Inc
New York
$779K -$87.6K -1,810 -10%
RJFSA
228
Raymond James Financial Services Advisors
Florida
$777K -$48.5K -1,003 -6%
OTL
229
Oak Thistle LLC
New York
$775K +$775K +16,027 New
FF
230
Friedenthal Financial
New Jersey
$770K +$770K +15,922 New
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$764K -$388K -8,020 -34%
CT
232
ClearAlpha Technologies
Connecticut
$753K +$753K +15,566 New
SOADOR
233
State of Alaska Department of Revenue
Alaska
$751K -$123K -2,550 -14%
LAM
234
Lingohr Asset Management
Germany
$750K
CL
235
CSS LLC
Illinois
$747K +$31.8K +658 +4%
RFG
236
Range Financial Group
Oregon
$744K -$38.4K -793 -5%
LB
237
Legacy Bridge
Iowa
$739K -$27.1K -560 -4%
BMCM
238
Burns Matteson Capital Management
New York
$737K +$737K +15,235 New
CA
239
Cetera Advisors
Colorado
$727K +$727K +15,034 New
RC
240
RBF Capital
California
$726K
Axa
241
Axa
France
$692K
CC
242
Cipher Capital
New York
$688K +$688K +14,216 New
State of Wisconsin Investment Board
243
State of Wisconsin Investment Board
Wisconsin
$671K -$166K -3,430 -20%
KI
244
Kapitalo Investimentos
Brazil
$658K +$658K +13,612 New
CAPTRUST Financial Advisors
245
CAPTRUST Financial Advisors
North Carolina
$649K +$234K +4,830 +56%
SG Americas Securities
246
SG Americas Securities
New York
$638K -$937K -19,373 -60%
VI
247
Versor Investments
New York
$636K +$62.7K +1,297 +11%
OPS
248
Orion Portfolio Solutions
Nebraska
$628K +$628K +13,298 New
BCI
249
Brinker Capital Investments
Pennsylvania
$628K +$628K +13,298 New
Baird Financial Group
250
Baird Financial Group
Wisconsin
$628K -$4.21K -87 -0.7%