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H&R Block

384 hedge funds and large institutions have $3.7B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 142 reducing their positions, and 54 closing their positions.

Holders
384
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
57
Increased
108
Reduced
142
Closed
54
Calls
$18M
Puts
$11.1M
Net Calls
+$6.88M
Net Calls Change
+$13.2M
Name Market Value Shares Shares
Change
Shares
Change %
ACM
351
AUA Capital Management
Pennsylvania
$5K 184 -21 -10%
TWA
352
TCI Wealth Advisors
Arizona
$5K 176
RG
353
Retirement Group
California
$5K 210 +2 +1%
Rockefeller Capital Management
354
Rockefeller Capital Management
New York
$5K 237 +30 +14%
Carson Wealth (CWM LLC)
355
Carson Wealth (CWM LLC)
Nebraska
$4K 152 -64 -30%
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$4K 167 -36 -18%
LF
357
Lee Financial
Texas
$3K 113 -30 -21%
CT
358
Cambridge Trust
Massachusetts
$3K 129 -6 -4%
EARNEST Partners
359
EARNEST Partners
Georgia
$3K 119
First Manhattan
360
First Manhattan
New York
$3K 150
PFA
361
Professional Financial Advisors
Nebraska
$3K 100
MPWT
362
MassMutual Private Wealth & Trust
Connecticut
$3K 117 +85 +266%
DA
363
Denali Advisors
California
$2K 73 -82 -53%
ME
364
McIlrath & Eck
Washington
$2K 60
AFS
365
Annapolis Financial Services
Maryland
$2K 86
JWA
366
JFS Wealth Advisors
Pennsylvania
$2K 79 +51 +182%
Canada Pension Plan Investment Board
367
Canada Pension Plan Investment Board
Ontario, Canada
$2K 66 +66 New
Macquarie Group
368
Macquarie Group
Australia
$1.15K 44,246
ECM
369
Estabrook Capital Management
New York
$1.04K 40
AssetMark Inc
370
AssetMark Inc
California
$1K 44 -58 -57%
IRC
371
Investors Research Corp
Georgia
$1K 29
TFO
372
Tarbox Family Office
California
$1K 27
FMP
373
Financial Management Professionals
Texas
$1K 42
EW
374
Evoke Wealth
California
$1K 23
SC
375
Schubert & Co
Texas
$1K 27 +6 +29%