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H&R Block

389 hedge funds and large institutions have $3.57B invested in H&R Block in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 98 increasing their positions, 149 reducing their positions, and 50 closing their positions.

Holders
389
Holders Change
+15
Holders Change %
+4.01%
% of All Funds
6.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
67
Increased
98
Reduced
149
Closed
50
Calls
$27.1M
Puts
$36.1M
Net Calls
-$9M
Net Calls Change
+$6.29M
Name Market Value Shares Shares
Change
Shares
Change %
ProShare Advisors
251
ProShare Advisors
Maryland
$342K 14,565 -302 -2%
AWM
252
AE Wealth Management
Kansas
$341K 14,543 +14,543 New
CT
253
Chicago Trust
Illinois
$340K 14,500
DT
254
Diversified Trust
Tennessee
$339K 14,444 +14,444 New
AOWM
255
Alpha Omega Wealth Management
Virginia
$334K 14,229 -151 -1%
CIAS
256
Capital Investment Advisory Services
North Carolina
$324K 13,787 -4,399 -24%
CL
257
Choreo LLC
Illinois
$323K 13,616 -566 -4%
PWP
258
Principle Wealth Partners
Connecticut
$318K 13,540 +13,540 New
IC
259
Inscription Capital
Texas
$318K 13,540 +13,540 New
ACI
260
AMP Capital Investors
Australia
$315K 13,421
BCWM
261
Bartlett & Co Wealth Management
Ohio
$314K 13,200
BC
262
Bartlett & Co
Ohio
$310K 13,200
CAM
263
Claret Asset Management
Quebec, Canada
$306K 13,042 -140 -1%
PA
264
Profund Advisors
Maryland
$306K 13,075 +198 +2%
PAMU
265
Pictet Asset Management (UK)
United Kingdom
$303K 12,900 -2,700 -17%
Brown Advisory
266
Brown Advisory
Maryland
$299K 12,740 -773 -6%
KWM
267
Kingsview Wealth Management
Oregon
$296K 12,467
HW
268
Hancock Whitney
Mississippi
$290K 12,341 -309 -2%
AF
269
Advisornet Financial
Minnesota
$285K 12,150 +7,210 +146%
Neuberger Berman Group
270
Neuberger Berman Group
New York
$283K 12,054 +12,054 New
LS
271
Livforsakringsbolaget Skandia
Sweden
$272K 11,600
DCM
272
Dupont Capital Management
Delaware
$270K 11,495 -6,725 -37%
YIH
273
Y-Intercept (HK)
Hong Kong
$269K 11,454 +11,454 New
MAM
274
Meeder Asset Management
Ohio
$264K 11,257 +9,193 +445%
HT
275
HAP Trading
New York
$262K 11,179 -11,054 -50%