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H&R Block

433 hedge funds and large institutions have $4.92B invested in H&R Block in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 115 increasing their positions, 146 reducing their positions, and 50 closing their positions.

Holders
433
Holders Change
+49
Holders Change %
+12.76%
% of All Funds
7.32%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
108
Increased
115
Reduced
146
Closed
50
Calls
$81.3M
Puts
$59.8M
Net Calls
+$21.5M
Net Calls Change
+$14.6M
Name Market Value Shares Shares
Change
Shares
Change %
FDCDDQ
351
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66K 1,870 -205 -10%
Nomura Asset Management
352
Nomura Asset Management
Japan
$65.7K 1,860
HPC
353
HM Payson & Co
Maine
$57K 1,600
PTC
354
Private Trust Company
Ohio
$57K 1,619 +1,619 New
HI
355
Harbour Investments
Wisconsin
$53K 1,504 +1,504 New
LC
356
Lindbrook Capital
California
$49K 1,383 +125 +10%
CP
357
Castleview Partners
Texas
$47.9K 350 +350 New
CA
358
CoreCap Advisors
Michigan
$47K 1,321 +1,321 New
CFGS
359
Concourse Financial Group Securities
Alabama
$45K 1,262 +513 +68%
PA
360
Parallel Advisors
California
$40K 1,132 -18 -2%
BMD
361
Better Money Decisions
New Mexico
$40K 1,121 +1,121 New
EI
362
Ellevest Inc
New York
$39K 1,101 +273 +33%
SSG
363
Summit Securities Group
New York
$39K 1,100 +700 +175%
CC
364
Corsicana & Co
Texas
$37K 1,050
BWL
365
Bogart Wealth LLC
Virginia
$35K 1,000
NFSG
366
Newbridge Financial Services Group
Florida
$34K 959 -791 -45%
PFGIA
367
Patriot Financial Group Insurance Agency
Massachusetts
$29K 830 -887 -52%
VNA
368
Valley National Advisers
Pennsylvania
$29K 800
AIC
369
Archer Investment Corporation
Indiana
$28.3K 800 -22,000 -96%
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$27K 751 +599 +394%
APA
371
American Portfolios Advisors
New York
$26.9K 762 +762 New
NL
372
NVWM LLC
Pennsylvania
$24K 676
BTI
373
Blue Trust Inc
Georgia
$23K 875 +875 New
PFBT
374
Parkside Financial Bank & Trust
Missouri
$22K 628 -1 -0.2%
QCG
375
Quadrant Capital Group
Ohio
$22K 609 +75 +14%