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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 %
VAS
276
Vestmark Advisory Solutions
Massachusetts
$261K 11,106 -684 -6%
Public Sector Pension Investment Board (PSP Investments)
277
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$257K 10,933 +10,933 New
Verition Fund Management
278
Verition Fund Management
Connecticut
$255K 10,879 +10,879 New
OCAM
279
Onex Canada Asset Management
Ontario, Canada
$250K 10,640
AF
280
Allworth Financial
California
$249K 10,624 +10,624 New
FCH
281
Freestone Capital Holdings
Washington
$246K 10,479 -406 -4%
CAGAS
282
Capital Advisory Group Advisory Services
Minnesota
$244K 10,392 -1,287 -11%
WAM
283
World Asset Management
Michigan
$240K 10,231 -541 -5%
QI
284
QS Investors
New York
$237K 10,060 -37,400 -79%
BC
285
Bridgefront Capital
Texas
$231K 9,821 +9,821 New
URS
286
Utah Retirement Systems
Utah
$225K 9,600 +100 +1%
Skandinaviska Enskilda Banken (SEB)
287
Skandinaviska Enskilda Banken (SEB)
Sweden
$223K 9,500
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$218K 9,287 -160 -2%
Baird Financial Group
289
Baird Financial Group
Wisconsin
$217K 9,242 -150 -2%
EFS
290
Essex Financial Services
Connecticut
$216K 9,910
SCM
291
Shelton Capital Management
Colorado
$216K 9,215 +9,215 New
CI Investments Inc
292
CI Investments Inc
Ontario, Canada
$212K 9,010 -21,897 -71%
BFO
293
Boston Family Office
Massachusetts
$211K 9,000 +9,000 New
Mackenzie Financial
294
Mackenzie Financial
Ontario, Canada
$211K 9,000 +9,000 New
HWAM
295
Hennion & Walsh Asset Management
New Jersey
$208K 8,842 -1,657 -16%
PAM
296
Panagora Asset Management
Massachusetts
$207K 8,823
HHGC
297
Hunting Hill Global Capital
New York
$190K 8,094 +8,094 New
LWCFA
298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$189K 8,044 +8,044 New
IA
299
IFP Advisors
Florida
$178K 7,738 -2,518 -25%
BNP Paribas Asset Management
300
BNP Paribas Asset Management
France
$178K 12,578 +12,578 New