HRB icon

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 %
ACA
376
Atlas Capital Advisors
Wyoming
$5.81K 135
First Manhattan
377
First Manhattan
New York
$5.73K 133 +133 New
MPWT
378
MassMutual Private Wealth & Trust
Connecticut
$5.51K 128 -13 -9%
EARNEST Partners
379
EARNEST Partners
Georgia
$5.12K 119
SFG
380
Steward Financial Group
Texas
$5K 120 +120 New
LF
381
Lee Financial
Texas
$4.9K 113
JWA
382
JFS Wealth Advisors
Pennsylvania
$4.61K 107
HL
383
HeadInvest LLC
Maine
$4.24K 100 +100 New
AFS
384
Annapolis Financial Services
Maryland
$3.7K 86
Kayne Anderson Rudnick Investment Management
385
Kayne Anderson Rudnick Investment Management
California
$2.97K 69
FMII
386
Farmers & Merchants Investments Inc
Nebraska
$2.84K 66
ME
387
McIlrath & Eck
Washington
$2.58K 60
FMP
388
Financial Management Professionals
Texas
$2K 42
AGWCA
389
Annis Gardner Whiting Capital Advisors
Florida
$1.95K 45 +45 New
HCP
390
Hexagon Capital Partners
Arkansas
$1.68K 39 -19 -33%
RCM
391
Raleigh Capital Management
North Carolina
$1.57K 37 +37 New
AF
392
Advisornet Financial
Minnesota
$1.51K 35 +4 +13%
SFA
393
Semmax Financial Advisors
North Carolina
$1.41K 31 +31 New
SIC
394
SJS Investment Consulting
Ohio
$1.29K 30 +6 +25%
CA
395
Centerpoint Advisors
Massachusetts
$1K 33
ADL
396
Asset Dedication LLC
California
$1K 16
CAS
397
Coppell Advisory Solutions
Texas
$913 25 +13 +108%
KHC
398
Koesten Hirschmann & Crabtree
Kansas
$862 20
VCM
399
Versant Capital Management
Arizona
$732 17
CTA
400
Colonial Trust Advisors
South Carolina
$603 14