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H&R Block

546 hedge funds and large institutions have $6.67B invested in H&R Block in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 165 reducing their positions, and 66 closing their positions.

Holders
546
Holders Change
+8
Holders Change %
+1.49%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
212
Reduced
165
Closed
66
Calls
$34.6M
Puts
$42.5M
Net Calls
-$7.85M
Net Calls Change
+$12.9M
Name Market Value Shares Shares
Change
Shares
Change %
MCM
501
MAI Capital Management
Ohio
$5.02K 95 +95 New
CW
502
Curio Wealth
Maryland
$4.54K 86 +86 New
LWMI
503
Legacy Wealth Management (Idaho)
Idaho
$4.21K 79 -79 -50%
LIS
504
Legacy Investment Solutions
Idaho
$4.21K 79 -79 -50%
W
505
WealthCollab
Washington
$4.12K 78
Mitsubishi UFJ Asset Management
506
Mitsubishi UFJ Asset Management
Japan
$4.04K 75
LWANC
507
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.96K 75
FFO
508
Fortitude Family Office
Arizona
$3.86K 73 +21 +40%
AS
509
Altshuler Shaham
Israel
$3.75K 71 +13 +22%
AGWCA
510
Annis Gardner Whiting Capital Advisors
Florida
$3.72K 70 +25 +56%
CYG
511
Clean Yield Group
Vermont
$3.65K 69 -9 -12%
HI
512
Horizon Investments
North Carolina
$3.54K 67 -23 -26%
LCM
513
Logan Capital Management
Pennsylvania
$3.38K 64 +64 New
ME
514
McIlrath & Eck
Washington
$3.17K 60
GBT
515
Grove Bank & Trust
Florida
$3.07K 58 +58 New
FMII
516
Farmers & Merchants Investments Inc
Nebraska
$3.01K 57
HWM
517
Hemington Wealth Management
Virginia
$3K 75 +26 +53%
Kayne Anderson Rudnick Investment Management
518
Kayne Anderson Rudnick Investment Management
California
$2.8K 53
SIS
519
Strategic Investment Solutions
Illinois
$2.75K 52
FMP
520
Financial Management Professionals
Texas
$2.22K 42
CFO
521
CVA Family Office
Colorado
$2.17K 41
HCP
522
Hexagon Capital Partners
Arkansas
$1.53K 29 +29 New
SIC
523
SJS Investment Consulting
Ohio
$1.43K 27 -4 -13%
DPW
524
DiNuzzo Private Wealth
Pennsylvania
$1.43K 27
TAM
525
Tucker Asset Management
Colorado
$1.43K 27