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H&R Block

408 hedge funds and large institutions have $5.71B invested in H&R Block in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
408
Holders Change
+14
Holders Change %
+3.55%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
69
Increased
124
Reduced
141
Closed
51
Calls
$62.7M
Puts
$52.1M
Net Calls
+$10.6M
Net Calls Change
+$18.9M
Name Market Value Shares Shares
Change
Shares
Change %
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$29.3K 681 +473 +227%
CSPIA
352
Cary Street Partners Investment Advisory
Virginia
$28K 650 +600 +1,200%
PP
353
PrairieView Partners
Minnesota
$26K 608
AP
354
Atwood & Palmer
Missouri
$24.5K 570
EWA
355
EverSource Wealth Advisors
Alabama
$23.9K 555 +522 +1,582%
Fidelity International
356
Fidelity International
Bermuda
$23.3K 540 +19 +4%
NFSG
357
Newbridge Financial Services Group
Florida
$21.5K 500
TLA
358
Tanglewood Legacy Advisors
Texas
$21.5K 500
PFBT
359
Parkside Financial Bank & Trust
Missouri
$19.8K 459 +182 +66%
LWA
360
Lowe Wealth Advisors
Maryland
$17.5K 406
GIA
361
GHP Investment Advisors
Colorado
$15.5K 362 +3 +0.8%
SPIA
362
Steward Partners Investment Advisory
New York
$12.6K 293 +100 +52%
CTC
363
Central Trust Company
Missouri
$12.5K 290 +290 New
PCFFS
364
Pacific Center for Financial Services
California
$12.1K 280
WWP
365
WR Wealth Planners
Missouri
$12K 278
ETC
366
Exchange Traded Concepts
Oklahoma
$11.6K 270 -272 -50%
CFGS
367
Concourse Financial Group Securities
Alabama
$11K 253 +1 +0.4%
RG
368
Retirement Group
California
$9.52K 221 +2 +0.9%
SCA
369
Stonebridge Capital Advisors
Minnesota
$9.3K 216
CSC
370
Caldwell Sutter Capital
California
$8.61K 200
AWM
371
Abound Wealth Management
Tennessee
$8.61K 200 +50 +33%
BIA
372
Bell Investment Advisors
California
$6.63K 154 -29 -16%
CFD
373
Creative Financial Designs
Indiana
$6.46K 150
FFA
374
Farther Finance Advisors
California
$6.41K 149 +94 +171%
VWM
375
Venturi Wealth Management
Texas
$5.9K 137 +118 +621%