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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 %
SFA
451
Semmax Financial Advisors
North Carolina
$1.48K 31
PA
452
Pineridge Advisors
Missouri
$1.26K 26 +26 New
DPW
453
DiNuzzo Private Wealth
Pennsylvania
$1.11K 23 +23 New
ADL
454
Asset Dedication LLC
California
$1K 16
KHC
455
Koesten Hirschmann & Crabtree
Kansas
$968 20
VCM
456
Versant Capital Management
Arizona
$822 17
CTA
457
Colonial Trust Advisors
South Carolina
$677 14
HI
458
Horizon Investments
North Carolina
$677 14 +7 +100%
JFGIW
459
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$633 13 +13 New
GI
460
Gradient Investments
Minnesota
$629 13
CAS
461
Coppell Advisory Solutions
Texas
$580 12 -13 -52%
GWS
462
Glassman Wealth Services
Virginia
$532 11
CPG
463
Cornerstone Planning Group
New Jersey
$484 10
AFWM
464
Abich Financial Wealth Management
Virginia
$339 7 +7 New
TWP
465
TFO Wealth Partners
Ohio
$145 3
RS
466
Rakuten Securities
Japan
$145 3 +3 New
Artisan Partners
467
Artisan Partners
Wisconsin
-996,272 Closed
JAM
468
Jupiter Asset Management
United Kingdom
-550,000 Closed
Renaissance Technologies
469
Renaissance Technologies
New York
-320,600 Closed
TI
470
Trexquant Investment
Connecticut
-223,138 Closed
LHC
471
Lodge Hill Capital
New York
-144,000 Closed
Allianz Asset Management
472
Allianz Asset Management
Germany
-94,530 Closed
WI
473
WBI Investments
New Jersey
-82,948 Closed
Massachusetts Financial Services
474
Massachusetts Financial Services
Massachusetts
-74,339 Closed
AG
475
Algert Global
California
-64,110 Closed