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H&R Block

456 hedge funds and large institutions have $5.86B invested in H&R Block in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 132 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.89%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
74
Increased
132
Reduced
176
Closed
45
Calls
$129M
Puts
$75.2M
Net Calls
+$53.4M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
426
AUA Capital Management
Pennsylvania
$5K -$1.23K -31 -20%
EARNEST Partners
427
EARNEST Partners
Georgia
$5K
LF
428
Lee Financial
Texas
$5K
MPWT
429
MassMutual Private Wealth & Trust
Connecticut
$5K
AWM
430
Accel Wealth Management
Iowa
$5K +$40 +1 +0.8%
BIA
431
Bell Investment Advisors
California
$5K +$417 +9 +9%
HCP
432
Hexagon Capital Partners
Arkansas
$5K +$1.15K +26 +30%
CAL
433
Capital Analysts LLC
Pennsylvania
$5K +$5K +106 New
Loomis, Sayles & Company
434
Loomis, Sayles & Company
Massachusetts
$4K -$1.41K -30 -26%
AFS
435
Annapolis Financial Services
Maryland
$4K
PFA
436
Professional Financial Advisors
Nebraska
$4K
SC
437
Schubert & Co
Texas
$4K +$1.2K +27 +43%
ME
438
McIlrath & Eck
Washington
$3K
CB
439
Community Bank
New York
$3K +$3K +59 New
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$3K +$3K +66 New
CFD
441
Creative Financial Designs
Indiana
$3K +$3K +75 New
Cetera Investment Advisers
442
Cetera Investment Advisers
Illinois
$3K +$1.43K +28,169 +91%
FMP
443
Financial Management Professionals
Texas
$2K
ECM
444
Estabrook Capital Management
New York
$1.7K
Bank of Montreal
445
Bank of Montreal
Ontario, Canada
$1.28K -$699 -14,513 -35%
VCM
446
Versant Capital Management
Arizona
$1K
DI
447
Disciplined Investments
Oklahoma
$1K +$63 +2 +7%
Fidelity International
448
Fidelity International
Bermuda
$1K +$1K +16 New
SIC
449
SJS Investment Consulting
Ohio
$1K +$1K +17 New
FHA
450
First Horizon Advisors
Tennessee
$1K +$720 +18 +257%