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H&R Block

367 hedge funds and large institutions have $2.55B invested in H&R Block in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 155 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-8
Holders Change %
-2.13%
% of All Funds
6.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
59
Increased
99
Reduced
155
Closed
63
Calls
$23.2M
Puts
$25.8M
Net Calls
-$2.65M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Shares
Change %
TAIM
326
TD Ameritrade Investment Management
Nebraska
$6K +$98 +6 +2%
FF
327
FourThought Financial
Florida
$6K +$6K +400 New
AIG
328
American International Group
New York
$5.28K -$359 -22,612 -6%
First Manhattan
329
First Manhattan
New York
$5K -$275K -19,271 -98%
EFSCE
330
Enterprise Financial Services Corp (EFSC)
Missouri
$5K -$1.27K -82 -20%
EI
331
Ellevest Inc
New York
$5K -$855 -58 -15%
CFN
332
Cordasco Financial Network
Florida
$5K
MLFP
333
MPS Loria Financial Planners
Illinois
$5K +$266 +17 +6%
OIM
334
Oder Investment Management
California
$5K +$5K +305 New
AWM
335
Accel Wealth Management
Iowa
$5K +$5K +330 New
SIAG
336
Safeguard Investment Advisory Group
California
$5K +$5K +370 New
TPCW
337
TD Private Client Wealth
New York
$4.01K -$857 -54 -18%
MF
338
Manchester Financial
California
$4K
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$4K
PCFFS
340
Pacific Center for Financial Services
California
$4K
TWA
341
TCI Wealth Advisors
Arizona
$4K +$996 +62 +33%
ACM
342
AUA Capital Management
Pennsylvania
$4K +$2.49K +154 +166%
FTDI
343
First Trust Direct Indexing
Massachusetts
$4K +$4K +266 New
RG
344
Retirement Group
California
$4K +$4K +300 New
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$3K -$5.26K -293 -64%
ASN
346
Advisory Services Network
Georgia
$3K -$2.43K -135 -45%
IAIM
347
International Assets Investment Management
Florida
$3K +$3K +211 New
VFA
348
Valeo Financial Advisors
Indiana
$2K
SPIA
349
Steward Partners Investment Advisory
New York
$2K
PFA
350
Professional Financial Advisors
Nebraska
$2K