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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.

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 Market Value Shares Shares
Change
Shares
Change %
DWA
76
Dorsey Wright & Associates
California
$6.24M 177,053 -27,911 -14%
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$6.21M 176,106 -45,813 -21%
Canada Life
78
Canada Life
Manitoba, Canada
$6.05M 171,691 -2,590 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
79
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.79M 164,390 +137,900 +521%
Wells Fargo
80
Wells Fargo
California
$5.45M 154,700 -8,578 -5%
RB
81
Rodgers Brothers
Pennsylvania
$5.3M 150,450 +750 +0.5%
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$5.29M 150,000 +31,897 +27%
Ensign Peak Advisors
83
Ensign Peak Advisors
Utah
$5.23M 148,465 -25,670 -15%
Corient Private Wealth
84
Corient Private Wealth
Florida
$4.98M 141,381 +1,548 +1%
TPSF
85
Texas Permanent School Fund
Texas
$4.81M 136,562 +32,043 +31%
DZ Bank
86
DZ Bank
Germany
$4.75M 134,808 -124,768 -48%
RJA
87
Raymond James & Associates
Florida
$4.55M 129,104 +64,822 +101%
MOACM
88
Mutual of America Capital Management
New York
$4.32M 122,596 -5,156 -4%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.17M 118,165 -7,402 -6%
BA
90
Bridgewater Associates
Connecticut
$4.13M 117,236 -20,800 -15%
AB
91
Amalgamated Bank
New York
$4.13M 117,187 -15,445 -12%
OTPPB
92
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.12M 116,798 +45,202 +63%
LPL Financial
93
LPL Financial
California
$4.05M 114,971 +7,192 +7%
SDIC
94
South Dakota Investment Council
South Dakota
$3.88M 109,970
Citigroup
95
Citigroup
New York
$3.75M 106,279 -6,611 -6%
MIM
96
MetLife Investment Management
New Jersey
$3.47M 98,385 -4,600 -4%
Mackenzie Financial
97
Mackenzie Financial
Ontario, Canada
$3.46M 98,225 +84,129 +597%
Ohio Public Employees Retirement System (OPERS)
98
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.4M 96,487 +7,128 +8%
AM
99
AGF Management
Ontario, Canada
$3.27M 92,746 +92,746 New
Federated Hermes
100
Federated Hermes
Pennsylvania
$3.16M 89,569 -1,364 -2%