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H&R Block

465 hedge funds and large institutions have $6.15B invested in H&R Block in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
465
Holders Change
+57
Holders Change %
+13.97%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
103
Increased
126
Reduced
158
Closed
41
Calls
$43.3M
Puts
$45M
Net Calls
-$1.75M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CAGAS
276
Capital Advisory Group Advisory Services
Minnesota
$462K -$10.8K -223 -2%
LAM
277
LECAP Asset Management
United Kingdom
$460K +$460K +9,508 New
FFA
278
Farther Finance Advisors
California
$444K +$437K +9,027 +6,058%
MCM
279
MAI Capital Management
Ohio
$443K +$13.1K +271 +3%
PAG
280
Private Advisor Group
New Jersey
$439K +$439K +9,079 New
SAG
281
SageView Advisory Group
California
$439K +$439K +9,266 New
GCM
282
Gallacher Capital Management
Colorado
$430K -$55.4K -1,145 -11%
ECM
283
EMC Capital Management
Texas
$418K
Bank of Nova Scotia
284
Bank of Nova Scotia
Ontario, Canada
$412K -$121K -2,509 -23%
TWM
285
TriaGen Wealth Management
California
$412K +$412K +8,512 New
TC
286
TownSquare Capital
Utah
$408K +$96.6K +1,997 +31%
DADC
287
D.A. Davidson & Co
Montana
$403K +$403K +8,325 New
DWT
288
Dorsey & Whitney Trust
South Dakota
$398K
URS
289
Utah Retirement Systems
Utah
$392K -$9.67K -200 -2%
VI
290
Vestcor Inc
New Brunswick, Canada
$387K
CL
291
Choreo LLC
Illinois
$387K
AAM
292
Advisors Asset Management
Colorado
$382K -$585K -12,098 -60%
GC
293
Globeflex Capital
California
$376K
Truist Financial
294
Truist Financial
North Carolina
$368K +$14.6K +301 +4%
ProShare Advisors
295
ProShare Advisors
Maryland
$366K -$31.6K -653 -8%
MLL
296
Moody Lynn & Lieberson
Massachusetts
$345K +$345K +7,127 New
SAM
297
Shell Asset Management
Netherlands
$344K -$103K -2,136 -23%
SS
298
Simplicity Solutions
Minnesota
$343K +$343K +7,089 New
BFG
299
Bleakley Financial Group
New Jersey
$343K +$343K +7,089 New
FHA
300
Flagship Harbor Advisors
Massachusetts
$340K +$39.6K +819 +13%