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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 %
CL
251
CSS LLC
Illinois
$544K +$264K +7,500 +94%
RC
252
RBF Capital
California
$529K
BNP Paribas Financial Markets
253
BNP Paribas Financial Markets
France
$507K -$36.5M -1,034,807 -99%
Bank of Nova Scotia
254
Bank of Nova Scotia
Ontario, Canada
$502K +$23.3K +662 +5%
MCM
255
MAI Capital Management
Ohio
$493K -$206K -5,835 -29%
SAM
256
Securian Asset Management
Minnesota
$489K -$14.7K -418 -3%
PSC
257
Portman Square Capital
United Kingdom
$488K -$308K -8,733 -39%
VPIM
258
Vanguard Personalized Indexing Management
California
$471K +$162K +4,584 +52%
Group One Trading
259
Group One Trading
Illinois
$466K +$466K +13,217 New
MSRPS
260
Maryland State Retirement & Pension System
Maryland
$449K
I
261
InceptionR
California
$447K +$447K +12,670 New
SAM
262
Strategy Asset Managers
California
$445K -$40.7K -1,154 -8%
CI Investments Inc
263
CI Investments Inc
Ontario, Canada
$422K +$33.9K +963 +9%
Mitsubishi UFJ Asset Management
264
Mitsubishi UFJ Asset Management
Japan
$420K +$47.6K +1,351 +13%
IMC Chicago
265
IMC Chicago
Illinois
$413K +$413K +11,710 New
Susquehanna International Group
266
Susquehanna International Group
Pennsylvania
$411K -$1.18M -33,443 -74%
FCBT
267
First Citizens Bank & Trust
North Carolina
$396K -$76.2K -2,161 -16%
TCM
268
Triumph Capital Management
Colorado
$392K +$392K +11,042 New
RJFSA
269
Raymond James Financial Services Advisors
Florida
$391K +$8.04K +228 +2%
Brown Advisory
270
Brown Advisory
Maryland
$387K -$24.5K -695 -6%
CAGAS
271
Capital Advisory Group Advisory Services
Minnesota
$367K +$5.85K +166 +2%
KWILP
272
Kiwi Wealth Investments Limited Partnership
New Zealand
$366K -$1.76M -49,801 -83%
V
273
Veritable
Delaware
$359K -$38.2K -1,084 -10%
BCWM
274
Bartlett & Co Wealth Management
Ohio
$355K
BC
275
Bartlett & Co
Ohio
$355K