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H&R Block

478 hedge funds and large institutions have $6.27B invested in H&R Block in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 178 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+13
Holders Change %
+2.8%
% of All Funds
6.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
63
Increased
152
Reduced
178
Closed
46
Calls
$75.6M
Puts
$53.6M
Net Calls
+$22M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Shares
Change %
VNA
401
Valley National Advisers
Pennsylvania
$39K
Fidelity International
402
Fidelity International
Bermuda
$38.8K +$3.98K +81 +11%
SWS
403
SYSTM Wealth Solutions
Illinois
$37.5K +$1.62K +33 +5%
NL
404
NVWM LLC
Pennsylvania
$33.4K
PCM
405
Penserra Capital Management
California
$32K +$1.15K +24 +4%
PP
406
PrairieView Partners
Minnesota
$30K
BF
407
BOK Financial
Oklahoma
$28.1K
AP
408
Atwood & Palmer
Missouri
$28K
MG
409
Mather Group
Illinois
$27.8K +$27.8K +575 New
EWA
410
EverSource Wealth Advisors
Alabama
$25.6K +$614 +13 +2%
TLA
411
Tanglewood Legacy Advisors
Texas
$24.6K
CTWM
412
Cherry Tree Wealth Management
Minnesota
$24K
PFBT
413
Parkside Financial Bank & Trust
Missouri
$22.7K +$3.63K +74 +19%
LWA
414
Lowe Wealth Advisors
Maryland
$19.9K
CA
415
CoreCap Advisors
Michigan
$19.8K +$19.8K +403 New
RA
416
Rise Advisors
New York
$19.3K +$19.3K +393 New
GIA
417
GHP Investment Advisors
Colorado
$17.9K +$98 +2 +0.6%
GI
418
GAMMA Investing
California
$16.6K
CTC
419
Central Trust Company
Missouri
$16.5K +$2.21K +45 +16%
WWP
420
WR Wealth Planners
Missouri
$14.1K +$14.1K +287 New
PCFFS
421
Pacific Center for Financial Services
California
$13.8K
RG
422
Retirement Group
California
$11K +$49 +1 +0.4%
Northwestern Mutual Wealth Management
423
Northwestern Mutual Wealth Management
Wisconsin
$10.7K -$1.57K -32 -13%
AWM
424
Abound Wealth Management
Tennessee
$9.82K -$49 -1 -0.5%
CSC
425
Caldwell Sutter Capital
California
$9.82K