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H&R Block

420 hedge funds and large institutions have $5.06B invested in H&R Block in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 139 increasing their positions, 164 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-30
Holders Change %
-6.67%
% of All Funds
6.72%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
50
Increased
139
Reduced
164
Closed
75
Calls
$64.4M
Puts
$45.8M
Net Calls
+$18.7M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
351
Belpointe Asset Management
Nevada
$35.2K +$14.3K +405 +68%
HFM
352
Harvest Fund Management
China
$34K -$253K -7,130 -88%
BC
353
Belmont Capital
California
$31K
PA
354
Parallel Advisors
California
$30.5K -$7.37K -209 -19%
Amundi
355
Amundi
France
$29.5K -$5.82M -168,937 -99%
AAS
356
Ameritas Advisory Services
Nebraska
$29.4K +$29.4K +833 New
AIC
357
Archer Investment Corporation
Indiana
$28.2K
VNA
358
Valley National Advisers
Pennsylvania
$27K
QCG
359
Quadrant Capital Group
Ohio
$25.5K -$3.24K -92 -11%
NL
360
NVWM LLC
Pennsylvania
$24K
QL
361
Quarry LP
New York
$21.7K +$17.7K +503 +445%
PP
362
PrairieView Partners
Minnesota
$21K
AP
363
Atwood & Palmer
Missouri
$20.1K
EWM
364
Endurance Wealth Management
Rhode Island
$18K
NFSG
365
Newbridge Financial Services Group
Florida
$17.7K -$1.06K -30 -6%
IGWM
366
ICA Group Wealth Management
Colorado
$17.6K -$52.9K -1,500 -75%
CTC
367
Central Trust Company
Missouri
$17.6K
TLA
368
Tanglewood Legacy Advisors
Texas
$17.6K +$17.6K +500 New
TWA
369
TCI Wealth Advisors
Arizona
$17K +$7.47K +212 +79%
LWA
370
Lowe Wealth Advisors
Maryland
$14.3K
PFBT
371
Parkside Financial Bank & Trust
Missouri
$13.5K -$2.5K -71 -16%
GIA
372
GHP Investment Advisors
Colorado
$12.5K +$71 +2 +0.6%
WWP
373
WR Wealth Planners
Missouri
$12.1K +$2.29K +65 +23%
Fidelity International
374
Fidelity International
Bermuda
$10.9K +$9.69K +275 +786%
PCFFS
375
Pacific Center for Financial Services
California
$9.87K +$9.87K +280 New