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H&R Block

389 hedge funds and large institutions have $3.57B invested in H&R Block in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 98 increasing their positions, 149 reducing their positions, and 50 closing their positions.

Holders
389
Holders Change
+15
Holders Change %
+4.01%
% of All Funds
6.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
67
Increased
98
Reduced
149
Closed
50
Calls
$27.1M
Puts
$36.1M
Net Calls
-$9M
Net Calls Change
+$6.29M
Name Market Value Shares Shares
Change
Shares
Change %
SIC
301
Salem Investment Counselors
North Carolina
$139K 5,922
SGAM
302
Smith Group Asset Management
Texas
$137K 5,820 +5,820 New
WT
303
Washington Trust
Rhode Island
$125K 5,315 +5,315 New
SOW
304
State of Wyoming
Wyoming
$125K 5,321 +5,321 New
HI
305
Harbour Investments
Wisconsin
$120K 5,127 -520 -9%
FMT
306
First Mercantile Trust
Tennessee
$120K 5,130 +5,130 New
EIM
307
Elliott Investment Management
Florida
$117K 5,000 +5,000 New
FDCDDQ
308
Federation des caisses Desjardins du Quebec
Quebec, Canada
$101K 4,309 +150 +4%
ASN
309
Advisory Services Network
Georgia
$78K 3,303 -15,384 -82%
DFCM
310
Dark Forest Capital Management
Puerto Rico
$64K 2,732 +2,732 New
PI
311
PineBridge Investments
New York
$63K 2,700 +2,700 New
HFM
312
Harvest Fund Management
China
$62K 2,675 +1,925 +257%
NSIM
313
North Star Investment Management
Illinois
$60K 2,551 +151 +6%
HNB
314
Huntington National Bank
Ohio
$57K 2,400
SCM
315
Silvant Capital Management
Georgia
$53K 2,232
Fidelity Investments
316
Fidelity Investments
Massachusetts
$52K 2,229 -3,435,309 -100%
Bessemer Group
317
Bessemer Group
New Jersey
$51K 2,172 -175 -7%
Canada Pension Plan Investment Board
318
Canada Pension Plan Investment Board
Ontario, Canada
$43K 1,841 +1,841 New
SCA
319
Stonebridge Capital Advisors
Minnesota
$42K 1,840 +716 +64%
HPC
320
HM Payson & Co
Maine
$38K 1,600
BWL
321
Bogart Wealth LLC
Virginia
$38K 1,620 +1,000 +161%
MA
322
MUFG Americas
New York
$36K 1,524
Loomis, Sayles & Company
323
Loomis, Sayles & Company
Massachusetts
$31K 1,333 +399 +43%
PFGIA
324
Patriot Financial Group Insurance Agency
Massachusetts
$31K 1,330 +500 +60%
LIM
325
Longfellow Investment Management
Massachusetts
$25K 1,034 -448 -30%