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H&R Block

494 hedge funds and large institutions have $6.84B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 46 closing their positions.

Holders
494
Holders Change
+16
Holders Change %
+3.35%
% of All Funds
7.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
74
Increased
166
Reduced
163
Closed
46
Calls
$35.1M
Puts
$50.7M
Net Calls
-$15.6M
Net Calls Change
-$37.7M
Name Market Value Shares Shares
Change
Shares
Change %
Jones Financial Companies
401
Jones Financial Companies
Missouri
$70.7K 1,303 +1,303 New
QCG
402
Quadrant Capital Group
Ohio
$68.9K 1,270 -155 -11%
Fidelity International
403
Fidelity International
Bermuda
$63.1K 1,163 +373 +47%
HPC
404
HM Payson & Co
Maine
$62.4K 1,150
CA
405
Continuum Advisory
Idaho
$59.7K 1,100 -20 -2%
Nomura Asset Management
406
Nomura Asset Management
Japan
$59.1K 1,090
AAP
407
Arax Advisory Partners
Colorado
$54.3K 1,002 +1,002 New
AAM
408
Advisors Asset Management
Colorado
$53.3K 982 +982 New
HNB
409
Huntington National Bank
Ohio
$49.7K 916 -58 -6%
PA
410
Parallel Advisors
California
$48.6K 896 +46 +5%
AIC
411
Archer Investment Corporation
Indiana
$43.4K 800
VNA
412
Valley National Advisers
Pennsylvania
$43K 800
VCM
413
Versant Capital Management
Arizona
$39.2K 723 +706 +4,153%
A
414
AlphaQuest
New York
$38.7K 714 +689 +2,756%
NL
415
NVWM LLC
Pennsylvania
$36.9K 676
VWM
416
Venturi Wealth Management
Texas
$36.1K 665 +495 +291%
PCM
417
Penserra Capital Management
California
$35K 640 -28 -4%
PP
418
PrairieView Partners
Minnesota
$32K 608
BF
419
BOK Financial
Oklahoma
$31.6K 583
AP
420
Atwood & Palmer
Missouri
$30.9K 570
NFSG
421
Newbridge Financial Services Group
Florida
$30.1K 555 -450 -45%
MG
422
Mather Group
Illinois
$28.2K 575
TLA
423
Tanglewood Legacy Advisors
Texas
$27.1K 500
TCG
424
Transcendent Capital Group
Oklahoma
$27.1K 500 +500 New
PFBT
425
Parkside Financial Bank & Trust
Missouri
$27.1K 499 +36 +8%