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H&R Block

420 hedge funds and large institutions have $5.06B invested in H&R Block in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 139 increasing their positions, 164 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-30
Holders Change %
-6.67%
% of All Funds
6.72%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
50
Increased
139
Reduced
164
Closed
75
Calls
$64.4M
Puts
$45.8M
Net Calls
+$18.7M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ME
401
McIlrath & Eck
Washington
$2.12K
FFA
402
Farther Finance Advisors
California
$1.94K
CSPIA
403
Cary Street Partners Investment Advisory
Virginia
$1.76K
Commonwealth Equity Services
404
Commonwealth Equity Services
Massachusetts
$1.03K +$652 +18,511 +171%
ADL
405
Asset Dedication LLC
California
$1K
FMP
406
Financial Management Professionals
Texas
$1K
CA
407
Centerpoint Advisors
Massachusetts
$1K +$1K +33 New
DI
408
Disciplined Investments
Oklahoma
$952 -$176 -5 -16%
FHA
409
First Horizon Advisors
Tennessee
$881
SIC
410
SJS Investment Consulting
Ohio
$811 -$353 -10 -30%
KHC
411
Koesten Hirschmann & Crabtree
Kansas
$705
BAAM
412
Baker Avenue Asset Management
California
$635 +$635 +18 New
Kayne Anderson Rudnick Investment Management
413
Kayne Anderson Rudnick Investment Management
California
$564 +$564 +16 New
CTA
414
Colonial Trust Advisors
South Carolina
$494
RI
415
Ridgewood Investments
New Jersey
$461 +$461 +13 New
VCM
416
Versant Capital Management
Arizona
$415
GWS
417
Glassman Wealth Services
Virginia
$388 +$141 +4 +57%
CHA
418
Carmichael Hill & Associates
Maryland
$361
EBA
419
Eagle Bay Advisors
New York
$282
AF
420
Advisornet Financial
Minnesota
$106 -$989 -28 -90%
TWP
421
TFO Wealth Partners
Ohio
$106 +$71 +2 +200%
BA
422
Bellwether Advisors
Nebraska
$35
LCM
423
Landscape Capital Management
New Jersey
-$12.3M -337,748 Closed
Acadian Asset Management
424
Acadian Asset Management
Massachusetts
-$8.37M -229,375 Closed
PFM
425
Premier Fund Managers
United Kingdom
-$7.38M -201,000 Closed