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H&R Block

391 hedge funds and large institutions have $3.73B invested in H&R Block in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 50 closing their positions.

Holders
391
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
6.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
57
Increased
108
Reduced
140
Closed
50
Calls
$28.3M
Puts
$35.1M
Net Calls
-$6.85M
Net Calls Change
+$2.15M
Name Market Value Shares Shares
Change
Shares
Change %
CFGS
326
Concourse Financial Group Securities
Alabama
$40K 1,593 +844 +113%
MA
327
MUFG Americas
New York
$38K 1,524
Loomis, Sayles & Company
328
Loomis, Sayles & Company
Massachusetts
$33K 1,333
HIIFS
329
Harel Insurance Investments & Financial Services
Israel
$27K 1,077 +1,077 New
CG
330
Cutler Group
California
$27K 1,080 +1,080 New
CC
331
Corsicana & Co
Texas
$26K 1,050
LIM
332
Longfellow Investment Management
Massachusetts
$26K 1,034
GWM
333
Geneos Wealth Management
Colorado
$25K 1,000
AA
334
Ancora Advisors
Ohio
$25K 1,000
CAPTRUST Financial Advisors
335
CAPTRUST Financial Advisors
North Carolina
$23K 893 +91 +11%
TWM
336
Tradition Wealth Management
Minnesota
$22K 864
VNA
337
Valley National Advisers
Pennsylvania
$20K 800
PA
338
Parallel Advisors
California
$19K 767 -90 -11%
AP
339
Atwood & Palmer
Missouri
$19K 747
CFA
340
Cahill Financial Advisors
Minnesota
$19K 756 +756 New
SCA
341
Stonebridge Capital Advisors
Minnesota
$18K 716 -1,124 -61%
NL
342
NVWM LLC
Pennsylvania
$17K 676
PFBT
343
Parkside Financial Bank & Trust
Missouri
$17K 691 +587 +564%
NFSG
344
Newbridge Financial Services Group
Florida
$16K 640 +140 +28%
OIA
345
Optimum Investment Advisors
Illinois
$15K 600
PP
346
PrairieView Partners
Minnesota
$15K 608
EI
347
Ellevest Inc
New York
$14K 551 +33 +6%
CTC
348
Central Trust Company
Missouri
$13K 500
EWM
349
Endurance Wealth Management
Rhode Island
$13K 502
QCG
350
Quadrant Capital Group
Ohio
$13K 519