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H&R Block

374 hedge funds and large institutions have $3.36B invested in H&R Block in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 100 increasing their positions, 141 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
374
Holders Change
+7
Holders Change %
+1.91%
% of All Funds
6.59%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
61
Increased
100
Reduced
141
Closed
53
Calls
$29M
Puts
$44.3M
Net Calls
-$15.3M
Net Calls Change
-$12.6M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
301
Geneos Wealth Management
Colorado
$33K
SCA
302
Stonebridge Capital Advisors
Minnesota
$25K +$25K +1,124 New
CG
303
Cutler Group
California
$24K -$20.6K -958 -46%
AA
304
Ancora Advisors
Ohio
$22K +$22K +1,000 New
OIA
305
Optimum Investment Advisors
Illinois
$21K -$3.54K -160 -14%
Loomis, Sayles & Company
306
Loomis, Sayles & Company
Massachusetts
$20K +$6.98K +326 +54%
CAPTRUST Financial Advisors
307
CAPTRUST Financial Advisors
North Carolina
$20K +$8.69K +386 +77%
TWM
308
Tradition Wealth Management
Minnesota
$19K
PFGIA
309
Patriot Financial Group Insurance Agency
Massachusetts
$18K
PA
310
Parallel Advisors
California
$17K -$4.29K -198 -20%
PK
311
Pflug Koory
Nebraska
$17K
CFGS
312
Concourse Financial Group Securities
Alabama
$17K
VNA
313
Valley National Advisers
Pennsylvania
$17K
AP
314
Atwood & Palmer
Missouri
$16K +$3.79K +177 +31%
AssetMark Inc
315
AssetMark Inc
California
$16K +$16K +716 New
HFM
316
Harvest Fund Management
China
$16K +$16K +750 New
NL
317
NVWM LLC
Pennsylvania
$15K
BWL
318
Bogart Wealth LLC
Virginia
$14K
PP
319
PrairieView Partners
Minnesota
$13K
QCG
320
Quadrant Capital Group
Ohio
$12K -$22 -1 -0.2%
EWM
321
Endurance Wealth Management
Rhode Island
$11K -$363K -16,585 -97%
CTC
322
Central Trust Company
Missouri
$11K -$9.13K -415 -45%
NFSG
323
Newbridge Financial Services Group
Florida
$11K +$11K +500 New
CA
324
Clearstead Advisors
Ohio
$9K
LWA
325
Lowe Wealth Advisors
Maryland
$9K