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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 %
CAM
401
ClariVest Asset Management
California
$7K 201 +201 New
ACM
402
AUA Capital Management
Pennsylvania
$6K 157 -27 -15%
TWA
403
TCI Wealth Advisors
Arizona
$6K 176
TAIM
404
TD Ameritrade Investment Management
Nebraska
$6K 159 +159 New
AWM
405
Accel Wealth Management
Iowa
$5K 125 -214 -63%
CT
406
Cambridge Trust
Massachusetts
$5K 129
First Manhattan
407
First Manhattan
New York
$5K 150
JWA
408
JFS Wealth Advisors
Pennsylvania
$5K 142 +63 +80%
IAMOG
409
Investors Asset Management of Georgia
Georgia
$5K 152 +152 New
Loomis, Sayles & Company
410
Loomis, Sayles & Company
Massachusetts
$4K 115 -182 -61%
LF
411
Lee Financial
Texas
$4K 113
EARNEST Partners
412
EARNEST Partners
Georgia
$4K 119
PFA
413
Professional Financial Advisors
Nebraska
$4K 100
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$4K 117
AFS
415
Annapolis Financial Services
Maryland
$3K 86
HCP
416
Hexagon Capital Partners
Arkansas
$3K 87 +87 New
BIA
417
Bell Investment Advisors
California
$3K 99 +99 New
ME
418
McIlrath & Eck
Washington
$2K 60
SC
419
Schubert & Co
Texas
$2K 63 +36 +133%
SFG
420
Steward Financial Group
Texas
$2K 59 +59 New
Bank of Montreal
421
Bank of Montreal
Ontario, Canada
$1.44K 41,160 +16,219 +65%
ECM
422
Estabrook Capital Management
New York
$1.41K 40
FMP
423
Financial Management Professionals
Texas
$1K 42
DI
424
Disciplined Investments
Oklahoma
$1K 30 +7 +30%
CI
425
CX Institutional
Indiana
$1K 30 +30 New