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H&R Block

391 hedge funds and large institutions have $3.73B invested in H&R Block in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 50 closing their positions.

Holders
391
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
6.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
57
Increased
108
Reduced
140
Closed
50
Calls
$28.3M
Puts
$35.1M
Net Calls
-$6.85M
Net Calls Change
+$2.15M
Name Market Value Shares Shares
Change
Shares
Change %
HI
351
Hudock Inc
Pennsylvania
$10K 400
LPWM
352
Lake Point Wealth Management
Texas
$10K 400
SIAP
353
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K 400
LWA
354
Lowe Wealth Advisors
Maryland
$10K 406
BCA
355
Berman Capital Advisors
Georgia
$10K 412
S
356
SignatureFD
Georgia
$10K 401 +15 +4%
SWM
357
Spire Wealth Management
Virginia
$9K 343 -62 -15%
NFG
358
Next Financial Group
Texas
$8K 300
CFN
359
Cordasco Financial Network
Florida
$8K 325
BU
360
BBVA USA
Alabama
$8K 308 +84 +38%
PCFFS
361
Pacific Center for Financial Services
California
$7K 280
MPWT
362
MassMutual Private Wealth & Trust
Connecticut
$7K 267 +235 +734%
WQ
363
Wealth Quarterback
New Jersey
$6K 227 +3 +1%
BIA
364
Bell Investment Advisors
California
$6K 256 +256 New
TAIM
365
TD Ameritrade Investment Management
Nebraska
$6K 363 +363 New
TPCW
366
TD Private Client Wealth
New York
$5.95K 238
AWM
367
Accel Wealth Management
Iowa
$5K 215 -119 -36%
ACM
368
AUA Capital Management
Pennsylvania
$5K 216 -7 -3%
RG
369
Retirement Group
California
$5K 206 +3 +1%
TWA
370
TCI Wealth Advisors
Arizona
$5K 188 +12 +7%
DOA
371
D'Orazio & Associates
Virginia
$5K 215 +215 New
Rockefeller Capital Management
372
Rockefeller Capital Management
New York
$4K 175 -10 -5%
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$4K 167
First Manhattan
374
First Manhattan
New York
$3K 150
EARNEST Partners
375
EARNEST Partners
Georgia
$3K 119