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H&R Block

456 hedge funds and large institutions have $5.86B invested in H&R Block in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 132 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.89%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
74
Increased
132
Reduced
176
Closed
45
Calls
$129M
Puts
$75.2M
Net Calls
+$53.4M
Net Calls Change
+$31.9M
Name Holding Trade Value Shares
Change
Shares
Change %
TSS
476
Two Sigma Securities
New York
-$468K -13,246 Closed
MSRPS
477
Maryland State Retirement & Pension System
Maryland
-$450K -12,734 Closed
PP
478
PDT Partners
New York
-$413K -11,701 Closed
FL
479
Fort LP
Maryland
-$404K -11,447 Closed
XWM
480
Xcel Wealth Management
Florida
-$330K -9,350 Closed
PP
481
Paloma Partners
Connecticut
-$283K -8,000 Closed
EHWM
482
Eads & Heald Wealth Management
Georgia
-$279K -7,905 Closed
DT
483
Diversified Trust
Tennessee
-$246K -6,961 Closed
VVP
484
Venture Visionary Partners
Ohio
-$124K -3,500 Closed
PFS
485
Prospera Financial Services
Texas
-$87K -2,475 Closed
HPC
486
HM Payson & Co
Maine
-$57K -1,600 Closed
CA
487
CoreCap Advisors
Michigan
-$47K -1,321 Closed
BMD
488
Better Money Decisions
New Mexico
-$40K -1,121 Closed
PFGIA
489
Patriot Financial Group Insurance Agency
Massachusetts
-$29K -830 Closed
HFS
490
Heritage Financial Services
Massachusetts
-$21K -618 Closed
GA
491
GoalVest Advisory
New York
-$22K -600 Closed
CP
492
Castleview Partners
Texas
-$47.9K -350 Closed
First Manhattan
493
First Manhattan
New York
-$5K -150 Closed
SFG
494
Steward Financial Group
Texas
-$2K -59 Closed
CI
495
CX Institutional
Indiana
-$1K -30 Closed