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H&R Block

389 hedge funds and large institutions have $3.57B invested in H&R Block in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 98 increasing their positions, 149 reducing their positions, and 50 closing their positions.

Holders
389
Holders Change
+15
Holders Change %
+4.01%
% of All Funds
6.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
67
Increased
98
Reduced
149
Closed
50
Calls
$27.1M
Puts
$36.1M
Net Calls
-$9M
Net Calls Change
+$6.29M
Name Market Value Shares Shares
Change
Shares
Change %
CC
326
Corsicana & Co
Texas
$25K 1,050 +1,050 New
GWM
327
Geneos Wealth Management
Colorado
$23K 1,000 -496 -33%
AA
328
Ancora Advisors
Ohio
$23K 1,000
TWM
329
Tradition Wealth Management
Minnesota
$20K 864
PA
330
Parallel Advisors
California
$20K 857 +72 +9%
CAPTRUST Financial Advisors
331
CAPTRUST Financial Advisors
North Carolina
$19K 802 -86 -10%
VNA
332
Valley National Advisers
Pennsylvania
$19K 800
AP
333
Atwood & Palmer
Missouri
$18K 747
CFGS
334
Concourse Financial Group Securities
Alabama
$18K 749
NL
335
NVWM LLC
Pennsylvania
$16K 676
OIA
336
Optimum Investment Advisors
Illinois
$14K 600 -350 -37%
PP
337
PrairieView Partners
Minnesota
$14K 608
CMF
338
Counterpoint Mutual Funds
California
$13K 570 +570 New
QCG
339
Quadrant Capital Group
Ohio
$12K 519 -19 -4%
NFSG
340
Newbridge Financial Services Group
Florida
$12K 500
CTC
341
Central Trust Company
Missouri
$12K 500
EI
342
Ellevest Inc
New York
$12K 518 +150 +41%
EWM
343
Endurance Wealth Management
Rhode Island
$11K 502
CA
344
Clearstead Advisors
Ohio
$10K 425
LWA
345
Lowe Wealth Advisors
Maryland
$10K 406
SWM
346
Spire Wealth Management
Virginia
$10K 405 +21 +5%
FF
347
FourThought Financial
Florida
$9K 400
SIAP
348
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K 400
HI
349
Hudock Inc
Pennsylvania
$9K 400
BCA
350
Berman Capital Advisors
Georgia
$9K 412