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H&R Block

408 hedge funds and large institutions have $5.71B invested in H&R Block in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
408
Holders Change
+14
Holders Change %
+3.55%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
69
Increased
124
Reduced
141
Closed
51
Calls
$62.7M
Puts
$52.1M
Net Calls
+$10.6M
Net Calls Change
+$18.9M
Name Market Value Shares Shares
Change
Shares
Change %
S
326
SignatureFD
Georgia
$106K 2,452 +43 +2%
TPCW
327
TD Private Client Wealth
New York
$101K 2,347 +1,047 +81%
PTC
328
Private Trust Company
Ohio
$99.9K 2,319 +195 +9%
CFFP
329
Center for Financial Planning
Michigan
$99.2K 2,303
KBC Group
330
KBC Group
Belgium
$98K 2,268 +2,268 New
Bessemer Group
331
Bessemer Group
New Jersey
$97K 2,240 -130 -5%
BCV
332
Banque Cantonale Vaudoise
Switzerland
$93K 2,151
NSIM
333
North Star Investment Management
Illinois
$85K 1,974 +1 +0.1%
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$82K 1,894 +5 +0.3%
FDCDDQ
335
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80.5K 1,870
LC
336
Lindbrook Capital
California
$71K 1,649 +2 +0.1%
Acadian Asset Management
337
Acadian Asset Management
Massachusetts
$56K 1,322 +1,322 New
QCG
338
Quadrant Capital Group
Ohio
$54.4K 1,264 +731 +137%
GRP
339
Global Retirement Partners
California
$52.7K 1,257 +7 +0.6%
HPC
340
HM Payson & Co
Maine
$49.5K 1,150 +1,150 New
Nomura Asset Management
341
Nomura Asset Management
Japan
$46.9K 1,090
PA
342
Parallel Advisors
California
$41.7K 968 +181 +23%
CTWM
343
Cherry Tree Wealth Management
Minnesota
$41.6K 967
HNB
344
Huntington National Bank
Ohio
$39.4K 915 -1,213 -57%
AIC
345
Archer Investment Corporation
Indiana
$34.4K 800
TWM
346
Tradition Wealth Management
Minnesota
$34K 784
VNA
347
Valley National Advisers
Pennsylvania
$34K 800
BTI
348
Blue Trust Inc
Georgia
$34K 1,077 +608 +130%
IA
349
IFP Advisors
Florida
$30.4K 705 -933 -57%
NL
350
NVWM LLC
Pennsylvania
$29.3K 676