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H&R Block

394 hedge funds and large institutions have $4.31B invested in H&R Block in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 161 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-26
Holders Change %
-6.19%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
52
Increased
115
Reduced
161
Closed
75
Calls
$27.7M
Puts
$36M
Net Calls
-$8.32M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
326
Valley National Advisers
Pennsylvania
$26K
BC
327
Belmont Capital
California
$25.5K -$2.45K -77 -9%
AIC
328
Archer Investment Corporation
Indiana
$25.5K
PA
329
Parallel Advisors
California
$25.1K -$2.46K -77 -9%
TWM
330
Tradition Wealth Management
Minnesota
$25K -$7.97K -250 -24%
NL
331
NVWM LLC
Pennsylvania
$21.7K
PP
332
PrairieView Partners
Minnesota
$19K
AP
333
Atwood & Palmer
Missouri
$18.2K
ETC
334
Exchange Traded Concepts
Oklahoma
$17.3K +$17.3K +542 New
QCG
335
Quadrant Capital Group
Ohio
$17K -$6.02K -189 -26%
Fidelity International
336
Fidelity International
Bermuda
$16.6K +$6.72K +211 +68%
BTI
337
Blue Trust Inc
Georgia
$16K -$87.4K -2,561 -85%
EWM
338
Endurance Wealth Management
Rhode Island
$16K
NFSG
339
Newbridge Financial Services Group
Florida
$15.9K -$96 -3 -0.6%
TLA
340
Tanglewood Legacy Advisors
Texas
$15.9K
LWA
341
Lowe Wealth Advisors
Maryland
$12.9K
GIA
342
GHP Investment Advisors
Colorado
$12.7K +$211 +6 +2%
HCA
343
Harbor Capital Advisors
Illinois
$9.82K +$9.82K +308 New
PCFFS
344
Pacific Center for Financial Services
California
$8.92K
WWP
345
WR Wealth Planners
Missouri
$8.86K -$2.07K -65 -19%
PFBT
346
Parkside Financial Bank & Trust
Missouri
$8.83K -$3.38K -106 -28%
CFGS
347
Concourse Financial Group Securities
Alabama
$8.09K -$45.9K -1,430 -85%
PFG
348
Piershale Financial Group
Illinois
$7.23K
RG
349
Retirement Group
California
$6.98K +$64 +2 +0.9%
SCA
350
Stonebridge Capital Advisors
Minnesota
$6.88K