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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 %
EWA
426
EverSource Wealth Advisors
Alabama
$26.2K 453 -88 -16%
CTWM
427
Cherry Tree Wealth Management
Minnesota
$24.4K 449 -40 -8%
GIA
428
GHP Investment Advisors
Colorado
$23.5K 434 +70 +19%
LWA
429
Lowe Wealth Advisors
Maryland
$22K 406
CFM
430
Catalyst Funds Management
Australia
$21.7K 400 +400 New
RA
431
Rise Advisors
New York
$21.5K 396 +3 +0.8%
GI
432
GAMMA Investing
California
$19.8K 366 +27 +8%
CAS
433
Coppell Advisory Solutions
Texas
$19.1K 353 +353 New
CTC
434
Central Trust Company
Missouri
$18.2K 335
WT
435
Whittier Trust
California
$15.8K 292 +292 New
WWP
436
WR Wealth Planners
Missouri
$15.6K 287
PCFFS
437
Pacific Center for Financial Services
California
$15.2K 280
FFA
438
Frazier Financial Advisors
Ohio
$14.7K 271 +163 +151%
TFF
439
The Family Firm
Maryland
$14.5K 268 +268 New
ATPW
440
Ashton Thomas Private Wealth
Arizona
$12.4K 229 +229 New
Amundi
441
Amundi
France
$11.7K 215 -46,827 -100%
AssetMark Inc
442
AssetMark Inc
California
$11K 202 +14 +7%
CSC
443
Caldwell Sutter Capital
California
$10.8K 200
AWM
444
Abound Wealth Management
Tennessee
$10.8K 200
Northwestern Mutual Wealth Management
445
Northwestern Mutual Wealth Management
Wisconsin
$10.6K 196 -21 -10%
BIA
446
Bell Investment Advisors
California
$9.65K 178 +1 +0.6%
SPIA
447
Steward Partners Investment Advisory
New York
$9.22K 170 +20 +13%
LFA
448
LGT Financial Advisors
Texas
$9.06K 167
PIM
449
Plato Investment Management
Australia
$8.89K 164
JWA
450
JFS Wealth Advisors
Pennsylvania
$8.84K 163 +33 +25%