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H&R Block

394 hedge funds and large institutions have $4.31B invested in H&R Block in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 161 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-26
Holders Change %
-6.19%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
52
Increased
115
Reduced
161
Closed
75
Calls
$27.7M
Puts
$36M
Net Calls
-$8.32M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Shares
Change %
National Bank of Canada
301
National Bank of Canada
Quebec, Canada
$119K -$652K -20,461 -85%
PAG
302
Paladin Advisory Group
Iowa
$114K
NA
303
NewEdge Advisors
Louisiana
$103K -$196K -6,158 -66%
SIC
304
Salem Investment Counselors
North Carolina
$96.6K -$16.1K -500 -14%
TAIM
305
TD Ameritrade Investment Management
Nebraska
$84K +$80.7K +2,520 +2,447%
S
306
SignatureFD
Georgia
$76.8K -$3.98K -125 -5%
Bessemer Group
307
Bessemer Group
New Jersey
$75K +$3.89K +123 +5%
CFFP
308
Center for Financial Planning
Michigan
$73.4K
SCM
309
Silvant Capital Management
Georgia
$71.8K
BCV
310
Banque Cantonale Vaudoise
Switzerland
$69K +$69K +2,151 New
HNB
311
Huntington National Bank
Ohio
$67.8K -$10.7K -337 -14%
PTC
312
Private Trust Company
Ohio
$67.7K +$16.1K +505 +31%
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$63K +$28.8K +907 +84%
NSIM
314
North Star Investment Management
Illinois
$62.9K +$64 +2 +0.1%
CI Investments Inc
315
CI Investments Inc
Ontario, Canada
$60K -$320K -10,088 -84%
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$59.6K
LC
317
Lindbrook Capital
California
$52.5K +$6.79K +213 +15%
IA
318
IFP Advisors
Florida
$52.2K -$1.63K -51 -3%
WP
319
WealthPLAN Partners
Nebraska
$47.5K
TPCW
320
TD Private Client Wealth
New York
$41.4K -$22.9K -720 -36%
QL
321
Quarry LP
New York
$41.1K +$21.5K +674 +109%
GRP
322
Global Retirement Partners
California
$39.9K -$3.35K -105 -8%
EBA
323
Eagle Bay Advisors
New York
$36.8K +$36.6K +1,148 +14,350%
Nomura Asset Management
324
Nomura Asset Management
Japan
$34.7K -$2.63M -82,580 -99%
CTWM
325
Cherry Tree Wealth Management
Minnesota
$30.8K +$30.8K +967 New