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H&R Block

494 hedge funds and large institutions have $6.84B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 46 closing their positions.

Holders
494
Holders Change
+16
Holders Change %
+3.35%
% of All Funds
7.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
74
Increased
166
Reduced
163
Closed
46
Calls
$35.1M
Puts
$50.7M
Net Calls
-$15.6M
Net Calls Change
-$37.7M
Name Market Value Shares Shares
Change
Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$13.6M 251,585 -5,250 -2%
Corient Private Wealth
52
Corient Private Wealth
Florida
$13.4M 246,993 +91,242 +59%
Robeco Institutional Asset Management
53
Robeco Institutional Asset Management
Netherlands
$13.2M 243,647 -304,549 -56%
Ameriprise
54
Ameriprise
Minnesota
$12.6M 231,555 +46,492 +25%
CIM
55
Cambria Investment Management
California
$12.3M 226,890 +226,890 New
Swedbank
56
Swedbank
Sweden
$11.7M 215,968 +507 +0.2%
AllianceBernstein
57
AllianceBernstein
Tennessee
$11.5M 212,921 -18,965 -8%
SIS
58
Sound Income Strategies
Florida
$11.3M 208,233 -64,362 -24%
AA
59
ALPS Advisors
Colorado
$11M 202,416 +23,112 +13%
Franklin Resources
60
Franklin Resources
California
$10.5M 192,969 -25,532 -12%
FCI
61
Financial Counselors Inc
Kansas
$10.4M 191,727 -2,443 -1%
IWA
62
IBEX Wealth Advisors
New Jersey
$10.2M 188,637 -46,471 -20%
Canada Life
63
Canada Life
Manitoba, Canada
$10.1M 186,692 +26,845 +17%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$9.97M 183,913 -8,850 -5%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$9.62M 177,328 -6,674 -4%
CF
66
Corebridge Financial
Texas
$9.59M 176,811 +176,811 New
Teacher Retirement System of Texas
67
Teacher Retirement System of Texas
Texas
$9.5M 175,087 +128,676 +277%
RA
68
Royce & Associates
New York
$9.47M 174,556 -16,064 -8%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$9.31M 171,601 +2,581 +2%
RJA
70
Raymond James & Associates
Florida
$8.81M 162,501 +12,217 +8%
Mackenzie Financial
71
Mackenzie Financial
Ontario, Canada
$8.75M 161,355 +38,017 +31%
Grantham, Mayo, Van Otterloo & Co (GMO)
72
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.67M 159,867
BA
73
Bridgewater Associates
Connecticut
$8.55M 157,686 -188,021 -54%
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$8.03M 147,280 +8,791 +6%
DekaBank Deutsche Girozentrale
75
DekaBank Deutsche Girozentrale
Germany
$7.91M 148,743 -6,052 -4%