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H&R Block

465 hedge funds and large institutions have $6.15B invested in H&R Block in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
465
Holders Change
+57
Holders Change %
+13.97%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
103
Increased
126
Reduced
158
Closed
41
Calls
$43.3M
Puts
$45M
Net Calls
-$1.75M
Net Calls Change
-$12.3M
Name Market Value Shares Shares
Change
Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$13.9M 288,100 -46,700 -14%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$12.9M 267,627 -4,164 -2%
Legal & General Group
53
Legal & General Group
United Kingdom
$12.2M 252,614 -3,411 -1%
SDIC
54
South Dakota Investment Council
South Dakota
$12.1M 250,402
AllianceBernstein
55
AllianceBernstein
Tennessee
$11.7M 242,668 +19,638 +9%
CS
56
Credit Suisse
Switzerland
$10.9M 225,802 +19,057 +9%
UBS Group
57
UBS Group
Switzerland
$10.7M 220,293 -149,776 -40%
Swedbank
58
Swedbank
Sweden
$10.4M 215,968
SEI Investments
59
SEI Investments
Pennsylvania
$9.93M 205,272 +51,922 +34%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$9.56M 197,665 -2,935 -1%
FCI
61
Financial Counselors Inc
Kansas
$9.49M 196,183 -2,195 -1%
Ameriprise
62
Ameriprise
Minnesota
$9.47M 195,518 -46,212 -19%
AIG
63
American International Group
New York
$9.44M 195,254 -20,175 -9%
Franklin Resources
64
Franklin Resources
California
$8.96M 185,226 +76,602 +71%
State Board of Administration of Florida Retirement System
65
State Board of Administration of Florida Retirement System
Florida
$8.93M 184,713 +49 +0%
Grantham, Mayo, Van Otterloo & Co (GMO)
66
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.64M 178,525 -57,846 -24%
P
67
Paradiem
Louisiana
$7.67M 158,592 +158,592 New
RB
68
Rodgers Brothers
Pennsylvania
$7.63M 157,700 -1,000 -0.6%
Barclays
69
Barclays
United Kingdom
$7.6M 157,057 +56,233 +56%
AA
70
ALPS Advisors
Colorado
$7.59M 156,985 +16,623 +12%
Corient Private Wealth
71
Corient Private Wealth
Florida
$7.55M 156,036 +1,039 +0.7%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$7.52M 155,474 -13,906 -8%
Nisa Investment Advisors
73
Nisa Investment Advisors
Missouri
$7.5M 155,054 +38,476 +33%
Canada Life
74
Canada Life
Manitoba, Canada
$7.32M 151,715 -2,913 -2%
Prudential Financial
75
Prudential Financial
New Jersey
$7.2M 148,828 +136,004 +1,061%