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H&R Block

433 hedge funds and large institutions have $4.92B invested in H&R Block in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 115 increasing their positions, 146 reducing their positions, and 50 closing their positions.

Holders
433
Holders Change
+49
Holders Change %
+12.76%
% of All Funds
7.32%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
108
Increased
115
Reduced
146
Closed
50
Calls
$81.3M
Puts
$59.8M
Net Calls
+$21.5M
Net Calls Change
+$14.6M
Name Market Value Shares Shares
Change
Shares
Change %
YIH
451
Y-Intercept (HK)
Hong Kong
-13,970 Closed
PWP
452
Principle Wealth Partners
Connecticut
-13,540 Closed
EFS
453
Essex Financial Services
Connecticut
-12,690 Closed
VAS
454
Vestmark Advisory Solutions
Massachusetts
-11,630 Closed
LA
455
Latitude Advisors
Florida
-11,467 Closed
AII
456
AGF Investments Inc
Ontario, Canada
-10,647 Closed
OIA
457
OneDigital Investment Advisors
Kansas
-10,286 Closed
E
458
Ergoteles
New York
-9,638 Closed
VF
459
Virtu Financial
New York
-8,318 Closed
PAG
460
Paladin Advisory Group
Iowa
-3,584 Closed
DBG
461
De Burlo Group
Massachusetts
-2,400 Closed
MA
462
MUFG Americas
New York
-1,524 Closed
ACM
463
Aquatic Capital Management
Illinois
-1,400 Closed
LIM
464
Longfellow Investment Management
Massachusetts
-1,034 Closed
OIA
465
Optimum Investment Advisors
Illinois
-600 Closed
Jones Financial Companies
466
Jones Financial Companies
Missouri
-400 Closed
LPWM
467
Lake Point Wealth Management
Texas
-400 Closed
SWM
468
Spire Wealth Management
Virginia
-345 Closed
DA
469
Denali Advisors
California
-73 Closed
Canada Pension Plan Investment Board
470
Canada Pension Plan Investment Board
Ontario, Canada
-66 Closed
AssetMark Inc
471
AssetMark Inc
California
-44 Closed
CI
472
Cordant Inc
Oregon
-43 Closed
IRC
473
Investors Research Corp
Georgia
-29 Closed
TFO
474
Tarbox Family Office
California
-27 Closed
EW
475
Evoke Wealth
California
-23 Closed