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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 %
EF
251
Empowered Funds
Pennsylvania
$632K 11,663 +4,228 +57%
CRC
252
Curi RMB Capital
Illinois
$631K 11,632
MSRPS
253
Maryland State Retirement & Pension System
Maryland
$628K 11,587
AWM
254
AE Wealth Management
Kansas
$627K 11,557 -623 -5%
TI
255
Tidal Investments
Wisconsin
$621K 11,459 -4,758 -29%
NVCHI
256
New Vernon Capital Holdings II
New Jersey
$614K 11,314 -5,243 -32%
SAM
257
Securian Asset Management
Minnesota
$603K 11,128 -345 -3%
KeyBank National Association
258
KeyBank National Association
Ohio
$598K 11,031 -20,873 -65%
Susquehanna International Group
259
Susquehanna International Group
Pennsylvania
$597K 11,016 +2,065 +23%
USAA
260
United Services Automobile Association
Texas
$591K 10,903 -325 -3%
AWS
261
Atria Wealth Solutions
New York
$591K 10,837 +4,583 +73%
DADC
262
D.A. Davidson & Co
Montana
$582K 10,735 +214 +2%
Fifth Third Bancorp
263
Fifth Third Bancorp
Ohio
$572K 10,555 +128 +1%
SS
264
Sunbelt Securities
Texas
$557K 10,263
FFA
265
Farther Finance Advisors
California
$552K 10,090 -104 -1%
LAM
266
Lingohr Asset Management
Germany
$549K 10,122 -4,254 -30%
PI
267
PineBridge Investments
New York
$547K 10,090 -345 -3%
BCWM
268
Bartlett & Co Wealth Management
Ohio
$546K 10,000
FBB
269
Fulton Breakefield Broenniman
Maryland
$543K 10,020
FCBT
270
First Citizens Bank & Trust
North Carolina
$533K 9,823 -2,287 -19%
Neuberger Berman Group
271
Neuberger Berman Group
New York
$516K 9,515 +2,917 +44%
TC
272
TownSquare Capital
Utah
$512K 9,437 +133 +1%
CTA
273
Chesley Taft & Associates
Illinois
$510K 9,400 -222 -2%
TPA
274
Trivium Point Advisory
Connecticut
$498K 9,188 +533 +6%
CAGAS
275
Capital Advisory Group Advisory Services
Minnesota
$494K 9,104