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H&R Block

494 hedge funds and large institutions have $6.84B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 46 closing their positions.

Holders
494
Holders Change
+16
Holders Change %
+3.35%
% of All Funds
7.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
74
Increased
166
Reduced
163
Closed
46
Calls
$35.1M
Puts
$50.7M
Net Calls
-$15.6M
Net Calls Change
-$37.7M
Name Market Value Shares Shares
Change
Shares
Change %
BC
226
Bridgefront Capital
Texas
$893K 16,467 +1,771 +12%
VPIM
227
Vanguard Personalized Indexing Management
California
$890K 16,413 +1,194 +8%
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$885K 16,319 +11,917 +271%
AA
229
Axiom Advisory
California
$884K 17,766 +17,766 New
Baird Financial Group
230
Baird Financial Group
Wisconsin
$882K 16,264 +3,489 +27%
Cambridge Investment Research Advisors
231
Cambridge Investment Research Advisors
Iowa
$877K 16,171 +36 +0.2%
Wealth Enhancement Advisory Services
232
Wealth Enhancement Advisory Services
Minnesota
$861K 15,868 +5,571 +54%
VI
233
Versor Investments
New York
$855K 15,760 +15,760 New
Wolverine Trading
234
Wolverine Trading
Illinois
$855K 15,758 +15,758 New
PAS
235
Park Avenue Securities
New York
$844K 15,554 +617 +4%
LB
236
Legacy Bridge
Iowa
$828K 15,277
Public Employees Retirement Association of Colorado
237
Public Employees Retirement Association of Colorado
Colorado
$827K 15,241 -308 -2%
HighTower Advisors
238
HighTower Advisors
Illinois
$825K 15,179 -4,196 -22%
RC
239
RBF Capital
California
$813K 15,000
RFG
240
Range Financial Group
Oregon
$800K 14,753 -367 -2%
Axa
241
Axa
France
$775K 14,300
Russell Investments Group
242
Russell Investments Group
United Kingdom
$763K 14,078 -35,572 -72%
AG
243
Algert Global
California
$762K 14,053 +14,053 New
TA
244
TCM Advisors
West Virginia
CC
245
Centiva Capital
New York
$730K 13,460 +4,051 +43%
EI
246
Ethic Inc
New York
$726K 13,379 +2,315 +21%
AWM
247
Aviso Wealth Management
Washington
$673K 12,417 -125 -1%
IWC
248
Integrated Wealth Concepts
Massachusetts
$660K 12,177 +128 +1%
CL
249
CSS LLC
Illinois
$648K 11,948 -3,500 -23%
Brown Advisory
250
Brown Advisory
Maryland
$638K 11,757 +35 +0.3%