HRB icon

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 %
GA
376
GoalVest Advisory
New York
$22K 600 +589 +5,355%
PP
377
PrairieView Partners
Minnesota
$21K 608
HFS
378
Heritage Financial Services
Massachusetts
$21K 618 +618 New
AP
379
Atwood & Palmer
Missouri
$20K 570 -177 -24%
ZB
380
Zions Bancorporation
Utah
$19K 525 -190 -27%
EWM
381
Endurance Wealth Management
Rhode Island
$18K 502
CTC
382
Central Trust Company
Missouri
$18K 500
CG
383
Cutler Group
California
$17K 507 +507 New
TWM
384
Tradition Wealth Management
Minnesota
$16K 464 -400 -46%
C
385
Covestor
United Kingdom
$15K 412 -3,466 -89%
HI
386
Hudock Inc
Pennsylvania
$14K 400
LWA
387
Lowe Wealth Advisors
Maryland
$14K 406
GIA
388
GHP Investment Advisors
Colorado
$12K 346 +4 +1%
SPIA
389
Steward Partners Investment Advisory
New York
$12K 343 +100 +41%
CFN
390
Cordasco Financial Network
Florida
$11K 325
FF
391
FourThought Financial
Florida
$11K 300
PCFFS
392
Pacific Center for Financial Services
California
$10K 280
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$10K 289 +122 +73%
WWP
394
WR Wealth Planners
Missouri
$9.82K 278
Rockefeller Capital Management
395
Rockefeller Capital Management
New York
$9K 267 +30 +13%
SCA
396
Stonebridge Capital Advisors
Minnesota
$8K 216 -500 -70%
RG
397
Retirement Group
California
$8K 212 +2 +1%
CA
398
Crewe Advisors
Utah
$8K 219 +219 New
GRP
399
Global Retirement Partners
California
$7K 192 -100 -34%
CCM
400
Covington Capital Management
California
$7K 200 +200 New