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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 %
DA
276
Duality Advisers
Florida
$341K 7,917 +7,917 New
GC
277
Globeflex Capital
California
$335K 7,770
Wealth Enhancement Advisory Services
278
Wealth Enhancement Advisory Services
Minnesota
$326K 7,575 +7,575 New
API
279
Advisor Partners II
California
$324K 7,529 -34 -0.4%
Truist Financial
280
Truist Financial
North Carolina
$315K 7,316 -21,995 -75%
VRS
281
Virginia Retirement Systems
Virginia
$314K 7,300 -72,100 -91%
SGCA
282
Steel Grove Capital Advisors
Tennessee
$311K 7,219
SCM
283
Shelton Capital Management
Colorado
$304K 7,068 -439 -6%
CG
284
Cutler Group
California
$304K 7,072 +7,072 New
WG
285
Winton Group
United Kingdom
$300K 6,963 +6,963 New
WPW
286
Waldron Private Wealth
Pennsylvania
$300K 6,910 +124 +2%
KWM
287
Kingsview Wealth Management
Oregon
$294K 6,818 -1,268 -16%
FFN
288
Focus Financial Network
Minnesota
$278K 6,419 +59 +0.9%
TC
289
TownSquare Capital
Utah
$277K 6,438 +61 +1%
PNC
290
Park National Corp
Ohio
$274K 6,357
AWS
291
Atria Wealth Solutions
New York
$271K 6,252 -78 -1%
Neuberger Berman Group
292
Neuberger Berman Group
New York
$271K 6,288 -1,667 -21%
FHA
293
Flagship Harbor Advisors
Massachusetts
$267K 6,200 +6,200 New
AOWM
294
Alpha Omega Wealth Management
Virginia
$246K 5,713 +5,713 New
TSS
295
Two Sigma Securities
New York
$243K 5,637 +5,637 New
AL
296
Arnhold LLC
New York
$241K 5,600 +5,600 New
RCM
297
Rain Capital Management
Oregon
$241K 5,590 +5,590 New
SFO
298
Stokes Family Office
Louisiana
$238K 5,532 +5,532 New
Envestnet Portfolio Solutions
299
Envestnet Portfolio Solutions
Illinois
$238K 5,528 +5,528 New
C
300
Covestor
United Kingdom
$232K 5,377 +1,592 +42%