HRB icon

H&R Block

420 hedge funds and large institutions have $5.06B invested in H&R Block in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 139 increasing their positions, 164 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-30
Holders Change %
-6.67%
% of All Funds
6.72%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
50
Increased
139
Reduced
164
Closed
75
Calls
$64.4M
Puts
$45.8M
Net Calls
+$18.7M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
326
Blue Trust Inc
Georgia
$111K +$34.8K +950 +46%
TRCT
327
Tower Research Capital (TRC)
New York
$108K -$27.3K -773 -20%
S
328
SignatureFD
Georgia
$89.3K +$388 +11 +0.4%
HNB
329
Huntington National Bank
Ohio
$86.9K +$1.66K +47 +2%
CFFP
330
Center for Financial Planning
Michigan
$81.2K
Bessemer Group
331
Bessemer Group
New Jersey
$80K -$18.2K -511 -19%
SCM
332
Silvant Capital Management
Georgia
$79.3K
ACA
333
Atlas Capital Advisors
Wyoming
$71.4K -$381K -10,801 -84%
TPCW
334
TD Private Client Wealth
New York
$71.2K -$8.35K -237 -11%
NSIM
335
North Star Investment Management
Illinois
$69.5K +$35 +1 +0.1%
FDCDDQ
336
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.9K
CFGS
337
Concourse Financial Group Securities
Alabama
$59.8K +$2.74K +77 +5%
EI
338
Ellevest Inc
New York
$59K -$19.6K -557 -25%
PTC
339
Private Trust Company
Ohio
$57.1K
BF
340
BOK Financial
Oklahoma
$52.9K -$369K -10,454 -87%
MC
341
Machina Capital
France
$52.9K +$52.9K +1,500 New
WP
342
WealthPLAN Partners
Nebraska
$52.5K +$52.5K +1,490 New
LC
343
Lindbrook Capital
California
$50.5K +$1.59K +45 +3%
HI
344
Harbour Investments
Wisconsin
$49.8K +$6.17K +175 +14%
IA
345
IFP Advisors
Florida
$47.1K -$119K -4,257 -72%
GRP
346
Global Retirement Partners
California
$44K +$26.3K +812 +150%
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$38K -$9.03K -256 -19%
TWM
348
Tradition Wealth Management
Minnesota
$36K +$21.6K +620 +150%
CFB
349
Cullen/Frost Bankers
Texas
$35.3K
BWL
350
Bogart Wealth LLC
Virginia
$35.3K