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H&R Block

494 hedge funds and large institutions have $6.84B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 46 closing their positions.

Holders
494
Holders Change
+16
Holders Change %
+3.35%
% of All Funds
7.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
74
Increased
166
Reduced
163
Closed
46
Calls
$35.1M
Puts
$50.7M
Net Calls
-$15.6M
Net Calls Change
-$37.7M
Name Market Value Shares Shares
Change
Shares
Change %
CAG
301
Csenge Advisory Group
Florida
$365K 6,723 +550 +9%
ProShare Advisors
302
ProShare Advisors
Maryland
$357K 6,581 -225 -3%
AAS
303
Avantax Advisory Services
Texas
$356K 6,558 +6,558 New
PAG
304
Private Advisor Group
New Jersey
$343K 6,317 -1,089 -15%
National Bank of Canada
305
National Bank of Canada
Quebec, Canada
$342K 6,248 +3,721 +147%
TVM
306
True Vision MN
Minnesota
$340K 6,234 +6,234 New
PS
307
Principal Securities
Iowa
$334K 6,162 +1,842 +43%
Simplex Trading
308
Simplex Trading
Illinois
$333K 6,146 +6,146 New
CFGS
309
Concourse Financial Group Securities
Alabama
$333K 6,104 +235 +4%
CT
310
ClearAlpha Technologies
Connecticut
$333K 6,133 -2,088 -25%
PNC
311
Park National Corp
Ohio
$328K 6,057 -300 -5%
MFG
312
Merit Financial Group
Georgia
$324K 5,976 +5,976 New
MLA
313
My Legacy Advisors
Oregon
$310K 5,725 +695 +14%
RSWM
314
Robertson Stephens Wealth Management
California
$310K 5,686 +5,686 New
AL
315
Arnhold LLC
New York
$304K 5,600
BCM
316
Brown Capital Management
Maryland
$303K 5,585 +5,585 New
SCM
317
Shelton Capital Management
Colorado
$302K 5,572 -635 -10%
ECM
318
EMC Capital Management
Texas
$299K 5,512
TRCT
319
Tower Research Capital (TRC)
New York
$297K 5,474 -7,859 -59%
TI
320
TrueMark Investments
Illinois
$294K 5,414 +5,414 New
SSA
321
Schonfeld Strategic Advisors
New York
$291K 5,364 +5,364 New
IWM
322
IHT Wealth Management
Illinois
$287K 5,298 +9 +0.2%
JFG
323
Jefferies Financial Group
New York
$286K 5,280 -6,220 -54%
KWM
324
Kingsview Wealth Management
Oregon
$285K 5,257 -1,250 -19%
RCM
325
Rain Capital Management
Oregon
$283K 5,707 +27 +0.5%