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H&R Block

408 hedge funds and large institutions have $5.71B invested in H&R Block in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
408
Holders Change
+14
Holders Change %
+3.55%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
69
Increased
124
Reduced
141
Closed
51
Calls
$62.7M
Puts
$52.1M
Net Calls
+$10.6M
Net Calls Change
+$18.9M
Name Market Value Shares Shares
Change
Shares
Change %
BC
301
Belmont Capital
California
$231K 5,370 +4,569 +570%
WT
302
Washington Trust
Rhode Island
$229K 5,315
Walleye Trading
303
Walleye Trading
New York
$225K 5,215 +5,215 New
WP
304
Woodline Partners
California
$224K 5,210 +5,210 New
LFAS
305
Level Four Advisory Services
Texas
$220K 5,103 +5,103 New
WIC
306
Woodmont Investment Counsel
Tennessee
$217K 5,043 -1,457 -22%
SI
307
Stephens Inc
Arkansas
$215K 5,000 +5,000 New
REMPR
308
Roof Eidam Maycock Peralta (REMP)
California
$215K 5,000 +5,000 New
ACA
309
Affinity Capital Advisors
California
$215K 5,000 +5,000 New
BFS
310
Bard Financial Services
Connecticut
$215K 5,000 +5,000 New
LWCFA
311
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$211K 5,000 -3,044 -38%
LIA
312
LBMC Investment Advisors
Tennessee
$207K 5,000 +5,000 New
GIA
313
Guyasuta Investment Advisors
Pennsylvania
$207K 4,800 +4,800 New
EBA
314
Eagle Bay Advisors
New York
$204K 4,744 +3,588 +310%
IB
315
Intrust Bank
Kansas
$204K 4,732 +4,732 New
IPW
316
Impact Partnership Wealth
Georgia
$188K 4,356 +4,356 New
UB
317
UMB Bank
Missouri
$184K 4,280
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$184K 4,281 +2,297 +116%
AAG
319
Armstrong Advisory Group
Massachusetts
$177K 4,110
HFM
320
Harvest Fund Management
China
$174K 4,048 +4,048 New
AFA
321
Abacus FCF Advisors
Florida
$164K 3,816 +3,816 New
National Bank of Canada
322
National Bank of Canada
Quebec, Canada
$158K 3,743
PAG
323
Paladin Advisory Group
Iowa
$154K 3,584
SIC
324
Salem Investment Counselors
North Carolina
$121K 2,800 -200 -7%
SL
325
Salomon & Ludwin
Virginia
$109K 2,537 +2,537 New