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H&R Block

450 hedge funds and large institutions have $5.15B invested in H&R Block in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 146 increasing their positions, 157 reducing their positions, and 62 closing their positions.

Holders
450
Holders Change
-6
Holders Change %
-1.32%
% of All Funds
7.26%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
70
Increased
146
Reduced
157
Closed
62
Calls
$74M
Puts
$67.5M
Net Calls
+$6.46M
Net Calls Change
-$46.9M
Name Market Value Shares Shares
Change
Shares
Change %
RG
401
Retirement Group
California
$8K 216 +2 +0.9%
SCA
402
Stonebridge Capital Advisors
Minnesota
$7.89K 216
Northwestern Mutual Wealth Management
403
Northwestern Mutual Wealth Management
Wisconsin
$7.08K 194 +27 +16%
SPIA
404
Steward Partners Investment Advisory
New York
$7.05K 193
CAM
405
ClariVest Asset Management
California
$7K 201
MAM
406
Meeder Asset Management
Ohio
$6.57K 180 -29,672 -99%
LF
407
Lee Financial
Texas
$5.62K 154 +41 +36%
AWM
408
Abound Wealth Management
Tennessee
$5.48K 150
CFD
409
Creative Financial Designs
Indiana
$5.48K 150 +75 +100%
CT
410
Cambridge Trust
Massachusetts
$5K 129 -112 -46%
HCP
411
Hexagon Capital Partners
Arkansas
$4.97K 136 +23 +20%
JWA
412
JFS Wealth Advisors
Pennsylvania
$4.75K 130 -10 -7%
AWM
413
Accel Wealth Management
Iowa
$4.59K 126
ACM
414
AUA Capital Management
Pennsylvania
$4.42K 121 -5 -4%
EARNEST Partners
415
EARNEST Partners
Georgia
$4.35K 119
QL
416
Quarry LP
New York
$4.13K 113 +113 New
MPWT
417
MassMutual Private Wealth & Trust
Connecticut
$4K 117
BIA
418
Bell Investment Advisors
California
$3.54K 97 -11 -10%
SC
419
Schubert & Co
Texas
$3.21K 88 -2 -2%
AFS
420
Annapolis Financial Services
Maryland
$3.14K 86
CA
421
Crewe Advisors
Utah
$2.45K 67 -152 -69%
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$2.41K 66
ME
423
McIlrath & Eck
Washington
$2.19K 60
FFA
424
Farther Finance Advisors
California
$2.01K 55 +55 New
FMP
425
Financial Management Professionals
Texas
$2K 42