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H&R Block

389 hedge funds and large institutions have $3.57B invested in H&R Block in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 98 increasing their positions, 149 reducing their positions, and 50 closing their positions.

Holders
389
Holders Change
+15
Holders Change %
+4.01%
% of All Funds
6.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
67
Increased
98
Reduced
149
Closed
50
Calls
$27.1M
Puts
$36.1M
Net Calls
-$9M
Net Calls Change
+$6.29M
Name Market Value Shares Shares
Change
Shares
Change %
S
351
SignatureFD
Georgia
$9K 386 +22 +6%
LPWM
352
Lake Point Wealth Management
Texas
$9K 400 +400 New
EFSCE
353
Enterprise Financial Services Corp (EFSC)
Missouri
$8K 323
CFN
354
Cordasco Financial Network
Florida
$8K 325
AWM
355
Accel Wealth Management
Iowa
$8K 334 +2 +0.6%
AIG
356
American International Group
New York
$7.6K 323,569 -71,300 -18%
NFG
357
Next Financial Group
Texas
$7K 300
PCFFS
358
Pacific Center for Financial Services
California
$7K 280
WQ
359
Wealth Quarterback
New Jersey
$6K 224 +224 New
TPCW
360
TD Private Client Wealth
New York
$5.59K 238 -7 -3%
SPIA
361
Steward Partners Investment Advisory
New York
$5K 193 -2,384 -93%
RG
362
Retirement Group
California
$5K 203 -97 -32%
ACM
363
AUA Capital Management
Pennsylvania
$5K 223 -24 -10%
BU
364
BBVA USA
Alabama
$5K 224 +224 New
Carson Wealth (CWM LLC)
365
Carson Wealth (CWM LLC)
Nebraska
$4K 171
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$4K 167
TWA
367
TCI Wealth Advisors
Arizona
$4K 176
First Manhattan
368
First Manhattan
New York
$3K 150 -200 -57%
Rockefeller Capital Management
369
Rockefeller Capital Management
New York
$3K 185 -8 -4%
EARNEST Partners
370
EARNEST Partners
Georgia
$3K 119
LF
371
Lee Financial
Texas
$3K 113 +113 New
AFS
372
Annapolis Financial Services
Maryland
$2K 86
PFBT
373
Parkside Financial Bank & Trust
Missouri
$2K 104
PFA
374
Professional Financial Advisors
Nebraska
$2K 100
GRP
375
Global Retirement Partners
California
$2K 69 +1 +1%