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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 %
Verition Fund Management
276
Verition Fund Management
Connecticut
$493K 9,091 +9,091 New
MCM
277
MAI Capital Management
Ohio
$478K 8,815 -306 -3%
WPC
278
Wedmont Private Capital
Pennsylvania
$477K 8,929 +639 +8%
TWM
279
TriaGen Wealth Management
California
$469K 8,642 +203 +2%
TL
280
Tradewinds LLC
North Carolina
$465K 8,581
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$462K 8,524 +2,972 +54%
Group One Trading
282
Group One Trading
Illinois
$461K 8,503 +8,503 New
1IA
283
1620 Investment Advisors
Massachusetts
$457K 8,425
GCM
284
Gladius Capital Management
Illinois
$448K 8,262 +5,637 +215%
DWT
285
Dorsey & Whitney Trust
South Dakota
$446K 8,227
Balyasny Asset Management
286
Balyasny Asset Management
Illinois
$441K 8,134 -3,453 -30%
DWA
287
Dorsey Wright & Associates
California
$424K 7,813 -29,459 -79%
BMCM
288
Burns Matteson Capital Management
New York
$415K 7,646 -749 -9%
SAG
289
SageView Advisory Group
California
$411K 7,572 -2,394 -24%
URS
290
Utah Retirement Systems
Utah
$401K 7,400 -600 -8%
LAM
291
LECAP Asset Management
United Kingdom
$401K 7,393 +7,393 New
Envestnet Portfolio Solutions
292
Envestnet Portfolio Solutions
Illinois
$395K 7,279 +2,048 +39%
Bank of Nova Scotia
293
Bank of Nova Scotia
Ontario, Canada
$391K 7,207 +251 +4%
MLL
294
Moody Lynn & Lieberson
Massachusetts
$387K 7,137
CIBC World Market
295
CIBC World Market
Ontario, Canada
$387K 7,130 +475 +7%
PCA
296
Pallas Capital Advisors
Massachusetts
$382K 6,886 +6,886 New
JF
297
Jump Financial
Illinois
$380K 7,000 -14,000 -67%
WPW
298
Waldron Private Wealth
Pennsylvania
$379K 6,944 +36 +0.5%
FFN
299
Focus Financial Network
Minnesota
$371K 6,593 +37 +0.6%
GCM
300
Gallacher Capital Management
Colorado
$368K 6,787 -12,092 -64%