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H&R Block

546 hedge funds and large institutions have $6.67B invested in H&R Block in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 165 reducing their positions, and 66 closing their positions.

Holders
546
Holders Change
+8
Holders Change %
+1.49%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
212
Reduced
165
Closed
66
Calls
$34.6M
Puts
$42.5M
Net Calls
-$7.85M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
376
Level Four Advisory Services
Texas
$262K +$476 +9 +0.2%
Balyasny Asset Management
377
Balyasny Asset Management
Illinois
$262K -$109K -2,068 -29%
CG
378
Caprock Group
Idaho
$259K -$55.7K -1,046 -18%
SCI
379
Silver Coast Investments
United States
$258K +$15.9K +300 +7%
NI
380
NDVR Inc
Massachusetts
$257K +$18.9K +358 +8%
PA
381
Pinnacle Associates
New York
$257K +$34.3K +650 +15%
IB
382
Intrust Bank
Kansas
$255K
GIA
383
Guyasuta Investment Advisors
Pennsylvania
$254K
National Bank of Canada
384
National Bank of Canada
Quebec, Canada
$253K -$56.2K -1,063 -18%
JFG
385
Jefferies Financial Group
New York
$251K +$251K +4,758 New
UB
386
UMB Bank
Missouri
$248K -$687 -13 -0.3%
CCM
387
Coldstream Capital Management
Washington
$245K -$13.1K -248 -5%
EWA
388
EP Wealth Advisors
California
$239K +$14.8K +280 +7%
FTWA
389
Fifth Third Wealth Advisors
Ohio
$237K -$2.54K -48 -1%
OIA
390
OneDigital Investment Advisors
Kansas
$236K -$211 -4 -0.1%
1IA
391
1620 Investment Advisors
Massachusetts
$232K -$5.6K -106 -2%
EBA
392
Eagle Bay Advisors
New York
$230K +$2.71K +51 +1%
CFA
393
Cahill Financial Advisors
Minnesota
$230K +$230K +4,355 New
BFG
394
Bleakley Financial Group
New Jersey
$228K -$3.65K -69 -2%
CIBC Asset Management
395
CIBC Asset Management
Ontario, Canada
$225K +$11.7K +222 +5%
DCM
396
DGS Capital Management
New Jersey
$225K +$476 +9 +0.2%
PA
397
Prossimo Advisors
California
$224K +$36.3K +687 +19%
PI
398
PFG Investments
New York
$222K -$23.6K -446 -10%
BBHC
399
Brown Brothers Harriman & Co
New York
$221K
WW
400
Westshore Wealth
California
$221K