HRB icon

H&R Block

465 hedge funds and large institutions have $6.15B invested in H&R Block in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
465
Holders Change
+57
Holders Change %
+13.97%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
103
Increased
126
Reduced
158
Closed
41
Calls
$43.3M
Puts
$45M
Net Calls
-$1.75M
Net Calls Change
-$12.3M
Name Market Value Shares Shares
Change
Shares
Change %
AAG
351
Armstrong Advisory Group
Massachusetts
$199K 4,110
CFGS
352
Concourse Financial Group Securities
Alabama
$197K 4,071 +3,818 +1,509%
GCM
353
Gladius Capital Management
Illinois
$177K 3,657 +3,657 New
Qube Research & Technologies (QRT)
354
Qube Research & Technologies (QRT)
United Kingdom
$176K 3,646 -173,932 -98%
PAG
355
Paladin Advisory Group
Iowa
$173K 3,584
SRCM
356
Sage Rock Capital Management
New York
$160K 3,300 +3,300 New
HFM
357
Harvest Fund Management
China
$148K 3,062 -986 -24%
PTC
358
Private Trust Company
Ohio
$135K 2,787 +468 +20%
National Bank of Canada
359
National Bank of Canada
Quebec, Canada
$134K 2,743 -1,000 -27%
KBC Group
360
KBC Group
Belgium
$132K 2,736 +468 +21%
Simplex Trading
361
Simplex Trading
Illinois
$128K 2,666 -19,845 -88%
TPCW
362
TD Private Client Wealth
New York
$127K 2,620 +273 +12%
SIC
363
Salem Investment Counselors
North Carolina
$127K 2,600 -200 -7%
PS
364
Principal Securities
Iowa
$126K 2,610 +2,610 New
S
365
SignatureFD
Georgia
$118K 2,445 -7 -0.3%
BTI
366
Blue Trust Inc
Georgia
$113K 2,642 +1,565 +145%
CFFP
367
Center for Financial Planning
Michigan
$111K 2,303
SL
368
Salomon & Ludwin
Virginia
$109K 2,537
Bessemer Group
369
Bessemer Group
New Jersey
$108K 2,240
AF
370
Allworth Financial
California
$108K 2,231 -7,992 -78%
BCV
371
Banque Cantonale Vaudoise
Switzerland
$106K 2,188 +37 +2%
C
372
Covestor
United Kingdom
$96K 1,981 -3,396 -63%
NSIM
373
North Star Investment Management
Illinois
$95.6K 1,975 +1 +0.1%
CI Investments Inc
374
CI Investments Inc
Ontario, Canada
$94K 1,936 +42 +2%
FDCDDQ
375
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.5K 1,870