HRB icon

H&R Block

546 hedge funds and large institutions have $6.67B invested in H&R Block in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 165 reducing their positions, and 66 closing their positions.

Holders
546
Holders Change
+8
Holders Change %
+1.49%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
212
Reduced
165
Closed
66
Calls
$34.6M
Puts
$42.5M
Net Calls
-$7.85M
Net Calls Change
+$12.9M
Name Market Value Shares Shares
Change
Shares
Change %
IBOK
426
Independence Bank of Kentucky
Kentucky
$106K 2,000 +2,000 New
NSIM
427
North Star Investment Management
Illinois
$105K 1,980 +1 +0.1%
FDCDDQ
428
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.7K 1,660
LC
429
Lindbrook Capital
California
$87.7K 1,659
KI
430
Kapitalo Investimentos
Brazil
$85.3K 1,614 +1,614 New
GM
431
GeoWealth Management
Illinois
$85.2K 1,612 +750 +87%
Northwestern Mutual Wealth Management
432
Northwestern Mutual Wealth Management
Wisconsin
$85K 1,609 +1,426 +779%
HI
433
Harbour Investments
Wisconsin
$80.3K 1,520 +1,428 +1,552%
RFS
434
Richardson Financial Services
Massachusetts
$77.7K 1,490 +14 +0.9%
HNB
435
Huntington National Bank
Ohio
$74.9K 1,417 +72 +5%
GWM
436
Geneos Wealth Management
Colorado
$74.7K 1,413 +1,413 New
WSFS
437
Wilmington Savings Fund Society
Delaware
$73K 1,381 -1,280 -48%
QCG
438
Quadrant Capital Group
Ohio
$72.8K 1,378 +104 +8%
PA
439
Parallel Advisors
California
$69.1K 1,307 -119 -8%
Mirae Asset Global ETFs Holdings
440
Mirae Asset Global ETFs Holdings
Hong Kong
$62K 1,182 -306 -21%
CA
441
Continuum Advisory
Idaho
$61.6K 1,165 +50 +4%
HPC
442
HM Payson & Co
Maine
$60.8K 1,150
C
443
Covestor
United Kingdom
$59K 1,113 -105 -9%
Nomura Asset Management
444
Nomura Asset Management
Japan
$57.6K 1,090
SS
445
SBI Securities
Japan
$45.8K 867 +867 New
TSMHT
446
Thurston Springer Miller Herd & Titak
Indiana
$44.3K 838 +289 +53%
VCM
447
Versant Capital Management
Arizona
$44.1K 834 +56 +7%
VNA
448
Valley National Advisers
Pennsylvania
$43K 827 +27 +3%
AIC
449
Archer Investment Corporation
Indiana
$42.3K 800
AssetMark Inc
450
AssetMark Inc
California
$38.5K 729 -568 -44%