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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change
Shares
Change %
WBC
126
Westpac Banking Corp
Australia
$2.36M +$340K +9,637 +17%
Deutsche Bank
127
Deutsche Bank
Germany
$2.24M +$90.9K +2,580 +4%
QC
128
Quantedge Capital
Singapore
$2.13M -$3.21M -91,200 -60%
PP
129
Prudential plc
United Kingdom
$2.09M +$2.09M +59,410 New
APG Asset Management
130
APG Asset Management
Netherlands
$2.09M -$626K -19,300 -23%
Holocene Advisors
131
Holocene Advisors
New York
$2.05M +$2.05M +58,276 New
GT
132
Glenmede Trust
Pennsylvania
$2.05M -$93.8K -2,660 -4%
IIM
133
INTECH Investment Management
Florida
$2.05M -$665K -18,878 -25%
Truist Financial
134
Truist Financial
North Carolina
$2.02M -$377K -10,695 -16%
AAM
135
Advisors Asset Management
Colorado
$2.02M -$3.69M -104,550 -65%
AIMCA
136
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2M -$3.06M -86,683 -60%
Russell Investments Group
137
Russell Investments Group
United Kingdom
$1.99M +$986 +28 +0%
AAM
138
Auxier Asset Management
Oregon
$1.89M -$11.8K -335 -0.6%
HI
139
Human Investing
Oregon
$1.88M -$19K -538 -1%
RCM
140
Rings Capital Management
Illinois
$1.87M
Teacher Retirement System of Texas
141
Teacher Retirement System of Texas
Texas
$1.86M -$3.75M -106,441 -67%
CB
142
Commerce Bank
Missouri
$1.85M -$11.6K -329 -0.6%
Canada Pension Plan Investment Board
143
Canada Pension Plan Investment Board
Ontario, Canada
$1.84M +$733K +20,800 +66%
AIM
144
Aigen Investment Management
New York
$1.83M +$1.83M +51,949 New
HIM
145
Hanlon Investment Management
New Jersey
$1.83M +$28.2K +801 +2%
DADC
146
D.A. Davidson & Co
Montana
$1.82M -$127K -3,602 -7%
Franklin Resources
147
Franklin Resources
California
$1.78M -$6.16M -174,787 -78%
First Trust Advisors
148
First Trust Advisors
Illinois
$1.67M -$8.13M -230,687 -83%
Mitsubishi UFJ Trust & Banking
149
Mitsubishi UFJ Trust & Banking
Japan
$1.64M -$35.9K -1,019 -2%
ASRS
150
Arizona State Retirement System
Arizona
$1.59M -$3K -85 -0.2%