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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 %
AP
401
Atwood & Palmer
Missouri
$27.6K 570
EWA
402
EverSource Wealth Advisors
Alabama
$25.5K 528 -27 -5%
ETC
403
Exchange Traded Concepts
Oklahoma
$25.1K 518 +248 +92%
TLA
404
Tanglewood Legacy Advisors
Texas
$24.2K 500
QL
405
Quarry LP
New York
$23.8K 493 +493 New
CTWM
406
Cherry Tree Wealth Management
Minnesota
$23.7K 489 -478 -49%
LWA
407
Lowe Wealth Advisors
Maryland
$19.6K 406
PFBT
408
Parkside Financial Bank & Trust
Missouri
$18.8K 389 -70 -15%
GIA
409
GHP Investment Advisors
Colorado
$17.5K 362
GI
410
GAMMA Investing
California
$15.9K 339 +339 New
AFG
411
Albion Financial Group
Utah
$14.3K 185 +185 New
CTC
412
Central Trust Company
Missouri
$14K 290
PCFFS
413
Pacific Center for Financial Services
California
$13.5K 280
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$12K 249 -432 -63%
TCWA
415
Turtle Creek Wealth Advisors
Texas
$10.8K 224 +224 New
RG
416
Retirement Group
California
$10.8K 223 +2 +0.9%
IWA
417
IBEX Wealth Advisors
New Jersey
$10.5K 217 -218,963 -100%
AWM
418
Abound Wealth Management
Tennessee
$9.71K 201 +1 +0.5%
CSC
419
Caldwell Sutter Capital
California
$9.67K 200
FBC
420
Fairfield, Bush & Co
Connecticut
$8.9K 184 +184 New
LFA
421
LGT Financial Advisors
Texas
$8.08K 167 +167 New
FWM
422
FSA Wealth Management
Massachusetts
$8K 167 +167 New
PIM
423
Plato Investment Management
Australia
$7.93K 164 +164 New
BIA
424
Bell Investment Advisors
California
$7.74K 160 +6 +4%
SPIA
425
Steward Partners Investment Advisory
New York
$7.26K 150 -143 -49%