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H&R Block

465 hedge funds and large institutions have $6.15B invested in H&R Block in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
465
Holders Change
+57
Holders Change %
+13.97%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
103
Increased
126
Reduced
158
Closed
41
Calls
$43.3M
Puts
$45M
Net Calls
-$1.75M
Net Calls Change
-$12.3M
Name Market Value Shares Shares
Change
Shares
Change %
SGCA
301
Steel Grove Capital Advisors
Tennessee
$340K 7,019 -200 -3%
Acadian Asset Management
302
Acadian Asset Management
Massachusetts
$339K 7,023 +5,701 +431%
WPW
303
Waldron Private Wealth
Pennsylvania
$337K 6,926 +16 +0.2%
SEC
304
Seven Eight Capital
New York
$334K 6,897 -54,609 -89%
KWM
305
Kingsview Wealth Management
Oregon
$330K 6,818
FFN
306
Focus Financial Network
Minnesota
$315K 6,468 +49 +0.8%
Balyasny Asset Management
307
Balyasny Asset Management
Illinois
$312K 6,440 +6,440 New
MAM
308
Martingale Asset Management
Massachusetts
$309K 6,393 +6,393 New
Neuberger Berman Group
309
Neuberger Berman Group
New York
$309K 6,378 +90 +1%
PNC
310
Park National Corp
Ohio
$307K 6,357
AWS
311
Atria Wealth Solutions
New York
$306K 6,279 +27 +0.4%
LP
312
LMR Partners
United Kingdom
$303K 6,256 +6,256 New
SAM
313
Smartleaf Asset Management
Massachusetts
$302K 6,182 +6,182 New
SCM
314
Shelton Capital Management
Colorado
$300K 6,207 -861 -12%
CIBC World Market
315
CIBC World Market
Ontario, Canada
$278K 5,745 +5,745 New
RCM
316
Rain Capital Management
Oregon
$272K 5,632 +42 +0.8%
CAN
317
Cetera Advisor Networks
California
$272K 5,629 +5,629 New
AL
318
Arnhold LLC
New York
$271K 5,600
Cetera Investment Advisers
319
Cetera Investment Advisers
Illinois
$268K 5,531 -9,663 -64%
Two Sigma Investments
320
Two Sigma Investments
New York
$266K 5,500 +5,500 New
IWM
321
IHT Wealth Management
Illinois
$266K 5,492 +5,492 New
Carson Wealth (CWM LLC)
322
Carson Wealth (CWM LLC)
Nebraska
$265K 5,471 +1,190 +28%
BC
323
Belmont Capital
California
$262K 5,410 +40 +0.7%
WT
324
Washington Trust
Rhode Island
$257K 5,315
AOWM
325
Alpha Omega Wealth Management
Virginia
$251K 5,188 -525 -9%