HRB icon

H&R Block

386 hedge funds and large institutions have $3.38B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 44 closing their positions.

Holders
386
Holders Change
-5
Holders Change %
-1.28%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
43
Increased
125
Reduced
144
Closed
44
Calls
$20.6M
Puts
$26.9M
Net Calls
-$6.29M
Net Calls Change
+$567K
Name Market Value Shares Shares
Change
Shares
Change %
BWL
326
Bogart Wealth LLC
Virginia
$24K 1,000 -620 -38%
AA
327
Ancora Advisors
Ohio
$24K 1,000
GWM
328
Geneos Wealth Management
Colorado
$23K 1,000
TWM
329
Tradition Wealth Management
Minnesota
$20K 864
VNA
330
Valley National Advisers
Pennsylvania
$19K 800
PA
331
Parallel Advisors
California
$19K 822 +55 +7%
CFGS
332
Concourse Financial Group Securities
Alabama
$18K 749 -844 -53%
AP
333
Atwood & Palmer
Missouri
$18K 747
SCA
334
Stonebridge Capital Advisors
Minnesota
$17K 716
NL
335
NVWM LLC
Pennsylvania
$16K 676
TSW
336
Thompson Siegel & Walmsley
Virginia
$15K 653 -1,616 -71%
PFBT
337
Parkside Financial Bank & Trust
Missouri
$15K 638 -53 -8%
OIA
338
Optimum Investment Advisors
Illinois
$14K 600
PP
339
PrairieView Partners
Minnesota
$14K 608
QCG
340
Quadrant Capital Group
Ohio
$13K 537 +18 +3%
NFSG
341
Newbridge Financial Services Group
Florida
$12K 500 -140 -22%
EWM
342
Endurance Wealth Management
Rhode Island
$12K 502
CTC
343
Central Trust Company
Missouri
$12K 500
EI
344
Ellevest Inc
New York
$10K 440 -111 -20%
LWA
345
Lowe Wealth Advisors
Maryland
$10K 406
LPWM
346
Lake Point Wealth Management
Texas
$9K 400
SIAP
347
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K 400
HI
348
Hudock Inc
Pennsylvania
$9K 400
CFN
349
Cordasco Financial Network
Florida
$8K 325
SWM
350
Spire Wealth Management
Virginia
$8K 360 +17 +5%