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H&R Block

367 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
59
Increased
99
Reduced
155
Closed
63
Calls
$23.2M
Puts
$25.8M
Net Calls
-$2.65M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
301
Parallel Advisors
California
$16K -$8.02K -493 -33%
CTC
302
Central Trust Company
Missouri
$15K
TWM
303
Tradition Wealth Management
Minnesota
$14K +$14K +864 New
PWPS
304
Pinnacle Wealth Planning Services
Ohio
$14K +$14K +886 New
VNA
305
Valley National Advisers
Pennsylvania
$13K
PFGIA
306
Patriot Financial Group Insurance Agency
Massachusetts
$13K
PK
307
Pflug Koory
Nebraska
$13K +$13K +792 New
CFGS
308
Concourse Financial Group Securities
Alabama
$12K -$79.7K -4,975 -87%
HGWM
309
Harvest Group Wealth Management
Massachusetts
$12K
NL
310
NVWM LLC
Pennsylvania
$11K
Loomis, Sayles & Company
311
Loomis, Sayles & Company
Massachusetts
$10K +$10K +608 New
PP
312
PrairieView Partners
Minnesota
$10K +$10K +608 New
NFG
313
Next Financial Group
Texas
$9K -$636K -38,378 -99%
QCG
314
Quadrant Capital Group
Ohio
$9K -$2.05K -123 -19%
AP
315
Atwood & Palmer
Missouri
$9K -$1.26K -80 -12%
VCG
316
Vantage Consulting Group
Virginia
$9K +$9K +558 New
BWL
317
Bogart Wealth LLC
Virginia
$9K +$9K +620 New
CAPTRUST Financial Advisors
318
CAPTRUST Financial Advisors
North Carolina
$8K -$1.83K -115 -19%
PCG
319
Private Capital Group
Connecticut
$8K +$7.62K +80 +2,000%
CA
320
Clearstead Advisors
Ohio
$7K +$7K +425 New
BCA
321
Berman Capital Advisors
Georgia
$6K -$1.21K -83 -17%
S
322
SignatureFD
Georgia
$6K -$1.2K -80 -17%
LWA
323
Lowe Wealth Advisors
Maryland
$6K
HI
324
Hudock Inc
Pennsylvania
$6K
SIAP
325
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6K