HRB icon

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 %
SFI
426
Susquehanna Fundamental Investments
Pennsylvania
-$6.94M -190,199 Closed
TPM
427
Triasima Portfolio Management
Quebec, Canada
-$4.51M -123,530 Closed
KIM
428
Kestrel Investment Management
California
-$3.7M -101,200 Closed
ZIM
429
Zacks Investment Management
Illinois
-$2.9M -79,314 Closed
Janney Montgomery Scott
430
Janney Montgomery Scott
Pennsylvania
-$2.85M -78,094 Closed
BAMF
431
BI Asset Management Fondsmaeglerselskab
Denmark
-$2.68M -73,301 Closed
MCM
432
Mork Capital Management
California
-$1.58M -43,290 Closed
CAM
433
Concorde Asset Management
Michigan
-$1.57M -43,090 Closed
BCM
434
Bridgeway Capital Management
Texas
-$1.46M -40,100 Closed
LP
435
LMR Partners
United Kingdom
-$1.41M -38,486 Closed
SFS
436
Sowell Financial Services
Arkansas
-$1.32M -35,802 Closed
RWA
437
Redhawk Wealth Advisors
Minnesota
-$1.3M -35,500 Closed
HIIFS
438
Harel Insurance Investments & Financial Services
Israel
-$1.19M -32,500 Closed
Connor, Clark & Lunn Investment Management (CC&L)
439
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.06M -29,104 Closed
BC
440
Barnett & Company
Tennessee
-$935K -25,620 Closed
NYLIM
441
New York Life Investment Management
New York
-$814K -22,308 Closed
Squarepoint
442
Squarepoint
New York
-$789K -21,602 Closed
VI
443
Versor Investments
New York
-$784K -21,481 Closed
PFO
444
Pathstone Family Office
New Jersey
-$598K -20,828 Closed
Assenagon Asset Management
445
Assenagon Asset Management
Luxembourg
-$744K -20,391 Closed
XT
446
XTX Topco
Cayman Islands
-$723K -19,794 Closed
Aviva
447
Aviva
United Kingdom
-$693K -18,968 Closed
MML Investors Services
448
MML Investors Services
Massachusetts
-$691K -18,933 Closed
ETC
449
Exchange Traded Concepts
Oklahoma
-$668K -18,308 Closed
TWD
450
True Wealth Design
Ohio
-$668K -18,285 Closed