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H&R Block

391 hedge funds and large institutions have $3.73B invested in H&R Block in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 50 closing their positions.

Holders
391
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
6.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
57
Increased
108
Reduced
140
Closed
50
Calls
$28.3M
Puts
$35.1M
Net Calls
-$6.85M
Net Calls Change
+$2.15M
Name Market Value Shares Shares
Change
Shares
Change %
LWCFA
301
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$201K 8,044
IA
302
IFP Advisors
Florida
$188K 7,591 -147 -2%
AII
303
AGF Investments Inc
Ontario, Canada
$185K 7,400 +7,400 New
BNP Paribas Asset Management
304
BNP Paribas Asset Management
France
$178K 12,578
SIC
305
Salem Investment Counselors
North Carolina
$148K 5,922
WT
306
Washington Trust
Rhode Island
$133K 5,315
SOW
307
State of Wyoming
Wyoming
$132K 5,270 -51 -1%
ICM
308
Islay Capital Management
Texas
$129K 5,148 +5,148 New
HI
309
Harbour Investments
Wisconsin
$126K 5,034 -93 -2%
PHK
310
Point72 Hong Kong
Hong Kong
$125K 5,008 -11,597 -70%
Group One Trading
311
Group One Trading
Illinois
$123K 4,915 -25,596 -84%
NICM
312
Neo Ivy Capital Management
New York
$122K 8,513 -22,155 -72%
WIM
313
Wilen Investment Management
Florida
$118K 4,800 +4,800 New
Fidelity Investments
314
Fidelity Investments
Massachusetts
$94K 3,744 +1,515 +68%
FDCDDQ
315
Federation des caisses Desjardins du Quebec
Quebec, Canada
$84.1K 3,364 -945 -22%
Canada Pension Plan Investment Board
316
Canada Pension Plan Investment Board
Ontario, Canada
$84K 3,373 +1,532 +83%
HFM
317
Harvest Fund Management
China
$66K 2,675
NSIM
318
North Star Investment Management
Illinois
$64K 2,553 +2 +0.1%
HNB
319
Huntington National Bank
Ohio
$60K 2,400
TSW
320
Thompson Siegel & Walmsley
Virginia
$57K 2,269 -274,469 -99%
SCM
321
Silvant Capital Management
Georgia
$56K 2,232
PFGIA
322
Patriot Financial Group Insurance Agency
Massachusetts
$55K 2,215 +885 +67%
SPIA
323
Steward Partners Investment Advisory
New York
$52K 2,093 +1,900 +984%
BWL
324
Bogart Wealth LLC
Virginia
$41K 1,620
HPC
325
HM Payson & Co
Maine
$40K 1,600