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H&R Block

384 hedge funds and large institutions have $3.7B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 142 reducing their positions, and 54 closing their positions.

Holders
384
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
57
Increased
108
Reduced
142
Closed
54
Calls
$18M
Puts
$11.1M
Net Calls
+$6.88M
Net Calls Change
+$13.2M
Name Market Value Shares Shares
Change
Shares
Change %
SCA
326
Stonebridge Capital Advisors
Minnesota
$19K 716
ZB
327
Zions Bancorporation
Utah
$19K 715 +715 New
NL
328
NVWM LLC
Pennsylvania
$18K 676
PFBT
329
Parkside Financial Bank & Trust
Missouri
$16K 629 -9 -1%
PP
330
PrairieView Partners
Minnesota
$16K 608
OIA
331
Optimum Investment Advisors
Illinois
$16K 600
QCG
332
Quadrant Capital Group
Ohio
$14K 534 -3 -0.6%
CTC
333
Central Trust Company
Missouri
$13K 500
EWM
334
Endurance Wealth Management
Rhode Island
$13K 502
S
335
SignatureFD
Georgia
$12K 467 -865 -65%
LWA
336
Lowe Wealth Advisors
Maryland
$11K 406
HI
337
Hudock Inc
Pennsylvania
$10K 400
LPWM
338
Lake Point Wealth Management
Texas
$10K 400
GRP
339
Global Retirement Partners
California
$10K 292 +292 New
SSG
340
Summit Securities Group
New York
$10K 400 +400 New
Jones Financial Companies
341
Jones Financial Companies
Missouri
$10K 400 +400 New
SWM
342
Spire Wealth Management
Virginia
$9K 345 -15 -4%
AWM
343
Accel Wealth Management
Iowa
$9K 339 +3 +0.9%
GIA
344
GHP Investment Advisors
Colorado
$9K 342 +342 New
CFN
345
Cordasco Financial Network
Florida
$8K 325
FF
346
FourThought Financial
Florida
$8K 300
Loomis, Sayles & Company
347
Loomis, Sayles & Company
Massachusetts
$8K 297 +297 New
WWP
348
WR Wealth Planners
Missouri
$7.24K 278 +278 New
PCFFS
349
Pacific Center for Financial Services
California
$7K 280
SPIA
350
Steward Partners Investment Advisory
New York
$6K 243 -5,250 -96%