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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 %
IUHSA
451
Itau Unibanco Holding S.A.
Brazil
$8.71K 135 +135 New
CFD
452
Creative Financial Designs
Indiana
$8.19K 151 +1 +0.7%
VF
453
VitalStone Financial
Texas
$8.08K 149 +93 +166%
AF
454
Advisornet Financial
Minnesota
$7.59K 140 +125 +833%
ACA
455
Atlas Capital Advisors
Wyoming
$7.32K 135
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$7.1K 131
ETC
457
Exchange Traded Concepts
Oklahoma
$6.78K 125 +42 +51%
LFA
458
Legend Financial Advisors
Pennsylvania
$6.67K 123 +123 New
LI
459
LRI Investments
Florida
$6.56K 121
CPG
460
Custom Portfolio Group
Colorado
$5.46K 100
W
461
WealthCollab
Washington
$4.23K 78
HI
462
Harbour Investments
Wisconsin
$4.12K 76
FW
463
Fairway Wealth
Ohio
$4.12K 76 +76 New
Mitsubishi UFJ Asset Management
464
Mitsubishi UFJ Asset Management
Japan
$4.07K 75
AS
465
Altshuler Shaham
Israel
$3.85K 71 -5 -7%
BWL
466
Bogart Wealth LLC
Virginia
$3.58K 66
FMII
467
Farmers & Merchants Investments Inc
Nebraska
$3.31K 61
ME
468
McIlrath & Eck
Washington
$3.25K 60
OWA
469
Opal Wealth Advisors
New York
$3.15K 58 +58 New
Kayne Anderson Rudnick Investment Management
470
Kayne Anderson Rudnick Investment Management
California
$2.87K 53
FHA
471
First Horizon Advisors
Tennessee
$2.87K 53
FFO
472
Fortitude Family Office
Arizona
$2.82K 52
VWM
473
Valley Wealth Managers
New Jersey
$2.71K 50 +50 New
AGWCA
474
Annis Gardner Whiting Capital Advisors
Florida
$2.46K 45
CFO
475
CVA Family Office
Colorado
$2.22K 41 +41 New