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H&R Block

386 hedge funds and large institutions have $3.38B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 44 closing their positions.

Holders
386
Holders Change
-5
Holders Change %
-1.28%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
43
Increased
125
Reduced
144
Closed
44
Calls
$20.6M
Puts
$26.9M
Net Calls
-$6.29M
Net Calls Change
+$567K
Name Market Value Shares Shares
Change
Shares
Change %
SIC
301
Salem Investment Counselors
North Carolina
$124K 5,246 -676 -11%
CAPTRUST Financial Advisors
302
CAPTRUST Financial Advisors
North Carolina
$120K 5,044 +4,151 +465%
UB
303
UMB Bank
Missouri
$113K 4,798 +4,798 New
WIM
304
Wilen Investment Management
Florida
$110K 4,800
Fidelity Investments
305
Fidelity Investments
Massachusetts
$105K 4,472 +728 +19%
HFM
306
Harvest Fund Management
China
$104K 4,398 +1,723 +64%
ACM
307
Aquatic Capital Management
Illinois
$104K 4,400 +4,400 New
SCA
308
Snowden Capital Advisors
New York
$89K 3,800 +3,800 New
Walleye Trading
309
Walleye Trading
New York
$66K 2,805 +2,805 New
PFGIA
310
Patriot Financial Group Insurance Agency
Massachusetts
$65K 2,755 +540 +24%
HNB
311
Huntington National Bank
Ohio
$57K 2,400
HI
312
Harbour Investments
Wisconsin
$54K 2,274 -2,760 -55%
SCM
313
Silvant Capital Management
Georgia
$53K 2,232
QC
314
Quent Capital
New York
$51K 2,158 +2,158 New
FDCDDQ
315
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.9K 2,075 -1,289 -38%
NSIM
316
North Star Investment Management
Illinois
$46K 1,964 -589 -23%
CA
317
CoreCap Advisors
Michigan
$44K 1,880 +1,880 New
HIIFS
318
Harel Insurance Investments & Financial Services
Israel
$40K 1,678 +601 +56%
HPC
319
HM Payson & Co
Maine
$38K 1,600
MA
320
MUFG Americas
New York
$36K 1,524
S
321
SignatureFD
Georgia
$31K 1,332 +931 +232%
LC
322
Lindbrook Capital
California
$30K 1,258 +1,208 +2,416%
SFM
323
Signet Financial Management
New Jersey
$29K 1,215 +1,215 New
LIM
324
Longfellow Investment Management
Massachusetts
$25K 1,034
CC
325
Corsicana & Co
Texas
$25K 1,050