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H&R Block

408 hedge funds and large institutions have $5.71B invested in H&R Block in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
408
Holders Change
+14
Holders Change %
+3.55%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
69
Increased
124
Reduced
141
Closed
51
Calls
$62.7M
Puts
$52.1M
Net Calls
+$10.6M
Net Calls Change
+$18.9M
Name Market Value Shares Shares
Change
Shares
Change %
Legal & General Group
51
Legal & General Group
United Kingdom
$11M 256,025 +9,757 +4%
SDIC
52
South Dakota Investment Council
South Dakota
$10.8M 250,402 -26,838 -10%
Ameriprise
53
Ameriprise
Minnesota
$10.4M 241,730 -18,607 -7%
Grantham, Mayo, Van Otterloo & Co (GMO)
54
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.2M 236,371 -5,279 -2%
HF
55
HRT Financial
New York
$9.71M 225,561 +123,673 +121%
TI
56
Trexquant Investment
Connecticut
$9.61M 223,138 +148,274 +198%
AllianceBernstein
57
AllianceBernstein
Tennessee
$9.6M 223,030 -7,631 -3%
IWA
58
IBEX Wealth Advisors
New Jersey
$9.44M 219,180 +219,180 New
Swedbank
59
Swedbank
Sweden
$9.3M 215,968
AIG
60
American International Group
New York
$9.28M 215,429 -15,212 -7%
CS
61
Credit Suisse
Switzerland
$8.9M 206,745 -3,321 -2%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$8.64M 200,600 -800 -0.4%
FCI
63
Financial Counselors Inc
Kansas
$8.54M 198,378 -1,496 -0.7%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$8.05M 202,780 +164,981 +436%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$7.95M 184,664 +230 +0.1%
Ensign Peak Advisors
66
Ensign Peak Advisors
Utah
$7.76M 180,254 -97,081 -35%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$7.65M 177,578 -378,166 -68%
Tudor Investment Corp
68
Tudor Investment Corp
Connecticut
$7.36M 170,879 +157,035 +1,134%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$7.29M 169,380 -16,461 -9%
RB
70
Rodgers Brothers
Pennsylvania
$6.83M 158,700 +1,350 +0.9%
Corient Private Wealth
71
Corient Private Wealth
Florida
$6.67M 154,997 +203 +0.1%
Canada Life
72
Canada Life
Manitoba, Canada
$6.66M 154,628 +24,403 +19%
SEI Investments
73
SEI Investments
Pennsylvania
$6.6M 153,350 +2,102 +1%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$6.54M 151,904 +41,339 +37%
New York State Common Retirement Fund
75
New York State Common Retirement Fund
New York
$6.51M 151,157 -18,827 -11%