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H&R Block

384 hedge funds and large institutions have $3.7B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 142 reducing their positions, and 54 closing their positions.

Holders
384
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
57
Increased
108
Reduced
142
Closed
54
Calls
$18M
Puts
$11.1M
Net Calls
+$6.88M
Net Calls Change
+$13.2M
Name Market Value Shares Shares
Change
Shares
Change %
MCC
301
Money Concepts Capital
Florida
$71K 2,740 +2,740 New
HNB
302
Huntington National Bank
Ohio
$63K 2,400
DBG
303
De Burlo Group
Massachusetts
$62.5K 2,400 +2,400 New
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$61K 2,331 -2,713 -54%
SCM
305
Silvant Capital Management
Georgia
$59K 2,232
FDCDDQ
306
Federation des caisses Desjardins du Quebec
Quebec, Canada
$54K 2,075
NSIM
307
North Star Investment Management
Illinois
$51K 1,966 +2 +0.1%
Nomura Asset Management
308
Nomura Asset Management
Japan
$48.4K 1,860 +1,860 New
NFSG
309
Newbridge Financial Services Group
Florida
$46K 1,750 +1,250 +250%
PFGIA
310
Patriot Financial Group Insurance Agency
Massachusetts
$45K 1,717 -1,038 -38%
HPC
311
HM Payson & Co
Maine
$42K 1,600
HIIFS
312
Harel Insurance Investments & Financial Services
Israel
$40K 1,549 -129 -8%
MA
313
MUFG Americas
New York
$40K 1,524
Amundi
314
Amundi
France
$36K 1,378 -103,545 -99%
ACM
315
Aquatic Capital Management
Illinois
$36K 1,400 -3,000 -68%
LC
316
Lindbrook Capital
California
$33K 1,258
PA
317
Parallel Advisors
California
$30K 1,150 +328 +40%
CC
318
Corsicana & Co
Texas
$27K 1,050
LIM
319
Longfellow Investment Management
Massachusetts
$27K 1,034
BWL
320
Bogart Wealth LLC
Virginia
$26K 1,000
TWM
321
Tradition Wealth Management
Minnesota
$22K 864
EI
322
Ellevest Inc
New York
$22K 828 +388 +88%
VNA
323
Valley National Advisers
Pennsylvania
$21K 800
CFGS
324
Concourse Financial Group Securities
Alabama
$20K 749
SCA
325
Stonebridge Capital Advisors
Minnesota
$19K 716