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H&R Block

394 hedge funds and large institutions have $4.31B invested in H&R Block in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 161 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-26
Holders Change %
-6.19%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
52
Increased
115
Reduced
161
Closed
75
Calls
$27.7M
Puts
$36M
Net Calls
-$8.32M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
151
Ameritas Investment Partners
Nebraska
$1.21M -$23.5K -738 -2%
SOMRS
152
State of Michigan Retirement System
Michigan
$1.19M -$31.9K -1,000 -3%
Capstone Investment Advisors
153
Capstone Investment Advisors
New York
$1.18M +$1.18M +36,905 New
Franklin Resources
154
Franklin Resources
California
$1.15M -$454K -14,240 -28%
RWM
155
Ritholtz Wealth Management
New York
$1.15M -$274K -8,604 -19%
HCM
156
Huber Capital Management
California
$1.14M +$494K +15,500 +77%
EGM
157
Engineers Gate Manager
New York
$1.14M -$12K -377 -1%
Teacher Retirement System of Texas
158
Teacher Retirement System of Texas
Texas
$1.12M -$557K -17,474 -33%
IEFM
159
IQ EQ Fund Management
Ireland
$1.12M -$21.6K -678 -2%
AIM
160
Aigen Investment Management
New York
$1.11M -$544K -17,080 -33%
AAM
161
Advisors Asset Management
Colorado
$1.09M -$731K -22,940 -40%
APG Asset Management
162
APG Asset Management
Netherlands
$1.08M -$800K -27,400 -42%
NMIMC
163
Northwestern Mutual Investment Management Company
Wisconsin
$1.08M +$1.91K +60 +0.2%
CC
164
Corton Capital
Ontario, Canada
$1.07M +$1.07M +33,641 New
Cerity Partners
165
Cerity Partners
New York
$1.04M +$27.4K +859 +3%
IIM
166
INTECH Investment Management
Florida
$1.04M -$815K -25,560 -44%
RJFSA
167
Raymond James Financial Services Advisors
Florida
$1.04M +$682K +21,412 +193%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
168
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.02M +$1.02M +32,061 New
SWA
169
Stratos Wealth Advisors
Ohio
$1.02M +$1.02M +32,047 New
LTAS
170
Linden Thomas Advisory Services
North Carolina
$1.01M +$33.3K +1,045 +3%
NMERB
171
New Mexico Educational Retirement Board
New Mexico
$991K +$92.4K +2,900 +10%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$954K +$175K +5,506 +23%
Truist Financial
173
Truist Financial
North Carolina
$934K -$893K -28,025 -49%
X
174
Xponance
Pennsylvania
$921K -$128K -4,020 -12%
Handelsbanken Fonder
175
Handelsbanken Fonder
Sweden
$915K