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H&R Block

386 hedge funds and large institutions have $3.38B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 44 closing their positions.

Holders
386
Holders Change
-5
Holders Change %
-1.28%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
43
Increased
125
Reduced
144
Closed
44
Calls
$20.6M
Puts
$26.9M
Net Calls
-$6.29M
Net Calls Change
+$567K
Name Market Value Shares Shares
Change
Shares
Change %
AWM
351
Accel Wealth Management
Iowa
$8K 336 +121 +56%
PCFFS
352
Pacific Center for Financial Services
California
$7K 280
NFG
353
Next Financial Group
Texas
$7K 300
FF
354
FourThought Financial
Florida
$7K 300 +300 New
TPCW
355
TD Private Client Wealth
New York
$5.61K 238
ACM
356
AUA Capital Management
Pennsylvania
$5K 205 -11 -5%
RG
357
Retirement Group
California
$5K 208 +2 +1%
Northwestern Mutual Wealth Management
358
Northwestern Mutual Wealth Management
Wisconsin
$5K 203 +36 +22%
Carson Wealth (CWM LLC)
359
Carson Wealth (CWM LLC)
Nebraska
$5K 216 +216 New
Manulife (Manufacturers Life Insurance)
360
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.68K 198,429 -6,885 -3%
TWA
361
TCI Wealth Advisors
Arizona
$4K 176 -12 -6%
LF
362
Lee Financial
Texas
$4K 143 +30 +27%
Rockefeller Capital Management
363
Rockefeller Capital Management
New York
$4K 207 +32 +18%
DA
364
Denali Advisors
California
$4K 155 +155 New
EARNEST Partners
365
EARNEST Partners
Georgia
$3K 119
First Manhattan
366
First Manhattan
New York
$3K 150
CT
367
Cambridge Trust
Massachusetts
$3K 135 +135 New
VRS
368
Virginia Retirement Systems
Virginia
$2.12K 90,100 -25,100 -22%
AssetMark Inc
369
AssetMark Inc
California
$2K 102 -503,118 -100%
PFA
370
Professional Financial Advisors
Nebraska
$2K 100
AFS
371
Annapolis Financial Services
Maryland
$2K 86
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$1K 32 -235 -88%
EBA
373
Eagle Bay Advisors
New York
$1K 52 -52 -50%
ME
374
McIlrath & Eck
Washington
$1K 60
TFO
375
Tarbox Family Office
California
$1K 27