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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 %
GRP
376
Global Retirement Partners
California
$85.9K 1,882 +625 +50%
ASN
377
Advisory Services Network
Georgia
$82.9K 1,713 +1,713 New
LC
378
Lindbrook Capital
California
$78.4K 1,620 -29 -2%
IA
379
IFP Advisors
Florida
$75.6K 1,563 +858 +122%
QCG
380
Quadrant Capital Group
Ohio
$70.3K 1,454 +190 +15%
ACA
381
Atlas Capital Advisors
Wyoming
$65.9K 1,363 +1,228 +910%
HPC
382
HM Payson & Co
Maine
$55.6K 1,150
MAM
383
Meeder Asset Management
Ohio
$53.2K 1,100 +1,100 New
CG
384
Cutler Group
California
$53K 1,102 -5,970 -84%
Nomura Asset Management
385
Nomura Asset Management
Japan
$52.7K 1,090
Daiwa Securities Group
386
Daiwa Securities Group
Japan
$48K 1,000 +1,000 New
HNB
387
Huntington National Bank
Ohio
$43.6K 901 -14 -2%
AssetMark Inc
388
AssetMark Inc
California
$42.6K 880 +880 New
PA
389
Parallel Advisors
California
$41.5K 858 -110 -11%
AIC
390
Archer Investment Corporation
Indiana
$38.7K 800
VNA
391
Valley National Advisers
Pennsylvania
$38K 800
TWM
392
Tradition Wealth Management
Minnesota
$38K 784
RFS
393
Richardson Financial Services
Massachusetts
$36.6K 756 +756 New
CIM
394
Chiron Investment Management
New York
$36.5K 755 +755 New
SWS
395
SYSTM Wealth Solutions
Illinois
$35.3K 730 +730 New
Fidelity International
396
Fidelity International
Bermuda
$34.3K 709 +169 +31%
NL
397
NVWM LLC
Pennsylvania
$32.9K 676
PCM
398
Penserra Capital Management
California
$31K 644 +644 New
PP
399
PrairieView Partners
Minnesota
$29K 608
BF
400
BOK Financial
Oklahoma
$28.2K 583 +583 New