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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 %
SS
251
Sunbelt Securities
Texas
$442K 10,263
AF
252
Allworth Financial
California
$440K 10,223 +57 +0.6%
TRCT
253
Tower Research Capital (TRC)
New York
$435K 10,112 -1,305 -11%
BC
254
Bartlett & Co
Ohio
$434K 10,000
BCWM
255
Bartlett & Co Wealth Management
Ohio
$434K 10,000
GCM
256
Gallacher Capital Management
Colorado
$432K 10,039 -1,672 -14%
EGM
257
Engineers Gate Manager
New York
$430K 9,990 -25,666 -72%
VPIM
258
Vanguard Personalized Indexing Management
California
$430K 9,988 +1,924 +24%
Sumitomo Mitsui Trust Group
259
Sumitomo Mitsui Trust Group
Japan
$425K 9,867 +9,867 New
CAGAS
260
Capital Advisory Group Advisory Services
Minnesota
$421K 9,767 -1,049 -10%
NA
261
NewEdge Advisors
Louisiana
$416K 9,654 +6,425 +199%
SAM
262
Shell Asset Management
Netherlands
$399K 9,256 -145 -2%
Group One Trading
263
Group One Trading
Illinois
$390K 9,065 +9,065 New
MCM
264
MAI Capital Management
Ohio
$383K 8,887 -34 -0.4%
UCFA
265
United Capital Financial Advisors
Texas
$380K 8,817 -8,655 -50%
ECM
266
EMC Capital Management
Texas
$373K 8,651 +1,337 +18%
TL
267
Tradewinds LLC
North Carolina
$369K 8,581
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$369K 8,577 +8,577 New
ECM
269
ExodusPoint Capital Management
New York
$363K 8,440 -149,383 -95%
URS
270
Utah Retirement Systems
Utah
$357K 8,300 +100 +1%
DWT
271
Dorsey & Whitney Trust
South Dakota
$354K 8,227 +30 +0.4%
ProShare Advisors
272
ProShare Advisors
Maryland
$354K 8,224 -672 -8%
CW
273
CreativeOne Wealth
Kansas
$350K 8,117 +302 +4%
VI
274
Vestcor Inc
New Brunswick, Canada
$345K 8,004
CL
275
Choreo LLC
Illinois
$345K 7,944