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H&R Block

389 hedge funds and large institutions have $3.57B invested in H&R Block in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 98 increasing their positions, 149 reducing their positions, and 50 closing their positions.

Holders
389
Holders Change
+15
Holders Change %
+4.01%
% of All Funds
6.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
67
Increased
98
Reduced
149
Closed
50
Calls
$27.1M
Puts
$36.1M
Net Calls
-$9M
Net Calls Change
+$6.29M
Name Market Value Shares Shares
Change
Shares
Change %
Ensign Peak Advisors
101
Ensign Peak Advisors
Utah
$3.52M 149,722 +19,880 +15%
GF
102
Gabelli Funds
New York
$3.49M 148,500 -29,000 -16%
CWA
103
Carolina Wealth Advisors
South Carolina
$3.39M 144,364 +4,766 +3%
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$3.26M 138,690 -5,831 -4%
TPSF
105
Texas Permanent School Fund
Texas
$3.18M 135,207 -1,823 -1%
CWM
106
CIBC World Markets
New York
$3.15M 134,000 +114,306 +580%
GC
107
Guggenheim Capital
Illinois
$3.08M 131,203 +5,767 +5%
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$3.05M 130,045 +130,045 New
Ninety One (UK)
109
Ninety One (UK)
United Kingdom
$3M 127,800
Pacer Advisors
110
Pacer Advisors
Pennsylvania
$2.93M 124,776 +59,327 +91%
American Century Companies
111
American Century Companies
Missouri
$2.91M 123,772 +55,597 +82%
Robeco Institutional Asset Management
112
Robeco Institutional Asset Management
Netherlands
$2.88M 122,626
RJA
113
Raymond James & Associates
Florida
$2.79M 118,614 +49,008 +70%
VRS
114
Virginia Retirement Systems
Virginia
$2.76M 117,700 +34,000 +41%
Comerica Bank
115
Comerica Bank
Texas
$2.68M 105,767 -3,413 -3%
State of New Jersey Common Pension Fund D
116
State of New Jersey Common Pension Fund D
New Jersey
$2.66M 113,062 -8,862 -7%
Boston Partners
117
Boston Partners
Massachusetts
$2.64M 112,210 +37,674 +51%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$2.6M 110,697 +7,960 +8%
BC
119
Burney Company
Virginia
$2.45M 104,431 +244 +0.2%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.43M 103,672 +6,021 +6%
HI
121
Human Investing
Oregon
$2.42M 103,229 -11,243 -10%
APF
122
Alaska Permanent Fund
Alaska
$2.4M 102,000 -52,700 -34%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$2.38M 101,445 +143 +0.1%
Mitsubishi UFJ Trust & Banking
124
Mitsubishi UFJ Trust & Banking
Japan
$2.37M 102,335 -66,565 -39%
RFG
125
Range Financial Group
Oregon
$2.25M 95,663 +3,908 +4%