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H&R Block

420 hedge funds and large institutions have $5.06B invested in H&R Block in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 139 increasing their positions, 164 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-30
Holders Change %
-6.67%
% of All Funds
6.72%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
50
Increased
139
Reduced
164
Closed
75
Calls
$64.4M
Puts
$45.8M
Net Calls
+$18.7M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AL
476
Arnhold LLC
New York
-$204K -5,600 Closed
OWA
477
One Wealth Advisors
California
-$196K -5,364 Closed
SOW
478
State of Wyoming
Wyoming
-$183K -5,003 Closed
MCC
479
Money Concepts Capital
Florida
-$94.8K -2,597 Closed
AWM
480
Accurate Wealth Management
Florida
-$85.5K -2,351 Closed
DFCM
481
Dark Forest Capital Management
Puerto Rico
-$49.5K -1,356 Closed
HMS
482
Hanseatic Management Services
New Mexico
-$31K -839 Closed
MSCM
483
McElhenny Sheffield Capital Management
Texas
-$22.7K -622 Closed
CG
484
Cutler Group
California
-$18K -513 Closed
Rockefeller Capital Management
485
Rockefeller Capital Management
New York
-$9K -252 Closed
MAM
486
Meeder Asset Management
Ohio
-$6.57K -180 Closed
ACM
487
AUA Capital Management
Pennsylvania
-$4.42K -121 Closed
CA
488
Crewe Advisors
Utah
-$2.45K -67 Closed
ECM
489
Estabrook Capital Management
New York
-$1.46K -40 Closed
CASC
490
Coppell Advisory Solutions Corp
Texas
-$913 -25 Closed
CAS
491
Coppell Advisory Solutions
Texas
-$913 -25 Closed
GI
492
Gradient Investments
Minnesota
-$840 -23 Closed
PWMG
493
Prestige Wealth Management Group
New Jersey
-$773 -21 Closed
SWA
494
Sutton Wealth Advisors
Florida
-$694 -19 Closed
TC
495
Truvestments Capital
Florida
-$621 -17 Closed
MPCL
496
My Personal CFO LLC
Washington
-$329 -9 Closed