HRB icon

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 Holding Trade Value Shares
Change
Shares
Change %
RWM
151
Ritholtz Wealth Management
New York
$1.58M -$198K -5,613 -11%
OPERF
152
Oregon Public Employees Retirement Fund
Oregon
$1.57M -$47.3K -1,341 -3%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$1.56M +$402K +11,409 +35%
RIM
154
Redwood Investment Management
Arizona
$1.56M +$113K +3,219 +8%
SGI
155
Summit Global Investments
Utah
$1.56M +$1.56M +44,192 New
ACM
156
Argyle Capital Management
Pennsylvania
$1.56M
WG
157
Winton Group
United Kingdom
$1.5M +$62.3K +1,767 +4%
SG Americas Securities
158
SG Americas Securities
New York
$1.46M -$27.9K -792 -2%
Cetera Investment Advisers
159
Cetera Investment Advisers
Illinois
$1.45M -$41.3K -1,172 -3%
JF
160
Jump Financial
Illinois
$1.43M +$1.43M +40,438 New
LSERS
161
Louisiana State Employees Retirement System
Louisiana
$1.42M -$42.3K -1,200 -3%
Prudential Financial
162
Prudential Financial
New Jersey
$1.42M -$758K -20,612 -35%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$1.42M -$726K -20,597 -34%
GF
164
Gabelli Funds
New York
$1.41M
Nordea Investment Management
165
Nordea Investment Management
Sweden
$1.4M -$78.2K -2,233 -5%
Balyasny Asset Management
166
Balyasny Asset Management
Illinois
$1.4M +$1.4M +39,596 New
M&T Bank
167
M&T Bank
New York
$1.37M +$54.1K +1,533 +4%
AIP
168
Ameritas Investment Partners
Nebraska
$1.37M -$51.7K -1,468 -4%
IG
169
ING Group
Netherlands
$1.36M +$1.36M +38,600 New
SOMRS
170
State of Michigan Retirement System
Michigan
$1.36M -$38.8K -1,100 -3%
CCP
171
Cunning Capital Partners
North Carolina
$1.33M
Skandinaviska Enskilda Banken (SEB)
172
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.33M +$504K +14,300 +61%
TC
173
TwinBeech Capital
New York
$1.32M -$5.2M -147,536 -80%
GC
174
Guggenheim Capital
Illinois
$1.32M -$211K -5,998 -14%
CIP
175
Convergence Investment Partners
Florida
$1.27M +$3.17K +90 +0.2%