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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 %
CFD
426
Creative Financial Designs
Indiana
$7.26K 150
JWA
427
JFS Wealth Advisors
Pennsylvania
$6.34K 131 +24 +22%
MPWT
428
MassMutual Private Wealth & Trust
Connecticut
$6.34K 131 +3 +2%
VWM
429
Venturi Wealth Management
Texas
$5.71K 118 -19 -14%
LF
430
Lee Financial
Texas
$5.5K 113
WIA
431
Wetzel Investment Advisors
Indiana
$5K 107 +107 New
CPG
432
Custom Portfolio Group
Colorado
$4.84K 100 +100 New
IPW
433
Impact Partnership Wealth
Georgia
$4.6K 95 -4,261 -98%
FFA
434
Frazier Financial Advisors
Ohio
$4.55K 94 +94 New
AFS
435
Annapolis Financial Services
Maryland
$4.16K 86
W
436
WealthCollab
Washington
$3.77K 78 +78 New
HI
437
Harbour Investments
Wisconsin
$3.68K 76 +76 New
Mitsubishi UFJ Asset Management
438
Mitsubishi UFJ Asset Management
Japan
$3.55K 75 -10,648 -99%
FFO
439
Fortitude Family Office
Arizona
$3.53K 73 +73 New
Kayne Anderson Rudnick Investment Management
440
Kayne Anderson Rudnick Investment Management
California
$3.34K 69
FMII
441
Farmers & Merchants Investments Inc
Nebraska
$3.19K 66
BWL
442
Bogart Wealth LLC
Virginia
$3.19K 66 +66 New
ME
443
McIlrath & Eck
Washington
$2.9K 60
GA
444
GoalVest Advisory
New York
$2.9K 60 +60 New
FHA
445
First Horizon Advisors
Tennessee
$2.56K 53 +46 +657%
AGWCA
446
Annis Gardner Whiting Capital Advisors
Florida
$2.19K 45
FMP
447
Financial Management Professionals
Texas
$2K 42
AF
448
Advisornet Financial
Minnesota
$1.94K 40 +5 +14%
RCM
449
Raleigh Capital Management
North Carolina
$1.77K 37
SIC
450
SJS Investment Consulting
Ohio
$1.65K 34 +4 +13%