HRB icon

H&R Block

478 hedge funds and large institutions have $6.27B invested in H&R Block in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 178 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+13
Holders Change %
+2.8%
% of All Funds
6.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
63
Increased
152
Reduced
178
Closed
46
Calls
$75.6M
Puts
$53.6M
Net Calls
+$22M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Shares
Change %
M&T Bank
151
M&T Bank
New York
$1.9M -$5.06K -103 -0.3%
CCP
152
Cunning Capital Partners
North Carolina
$1.85M
Cetera Investment Advisers
153
Cetera Investment Advisers
Illinois
$1.84M +$1.56M +31,842 +576%
DWA
154
Dorsey Wright & Associates
California
$1.83M +$717K +14,609 +64%
SEC
155
Seven Eight Capital
New York
$1.83M +$1.49M +30,273 +439%
Citigroup
156
Citigroup
New York
$1.75M -$722K -14,702 -29%
Aviva
157
Aviva
United Kingdom
$1.72M -$657K -13,383 -28%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$1.72M -$48.7K -992 -3%
SWA
159
Stratos Wealth Advisors
Ohio
$1.7M +$20.2K +411 +1%
OPERF
160
Oregon Public Employees Retirement Fund
Oregon
$1.69M -$295K -6,015 -15%
SOMRS
161
State of Michigan Retirement System
Michigan
$1.68M -$14.7K -300 -0.9%
OTPPB
162
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.6M -$1.6M -32,647 -50%
AFA
163
Abacus FCF Advisors
Florida
$1.58M +$453K +9,218 +40%
KeyBank National Association
164
KeyBank National Association
Ohio
$1.57M +$520K +10,595 +50%
QCM
165
QRG Capital Management
Illinois
$1.54M -$188K -3,820 -11%
NMIMC
166
Northwestern Mutual Investment Management Company
Wisconsin
$1.53M -$44.3K -902 -3%
NMERB
167
New Mexico Educational Retirement Board
New Mexico
$1.53M
KCM
168
Kendall Capital Management
Maryland
$1.52M +$247K +5,030 +19%
LTAS
169
Linden Thomas Advisory Services
North Carolina
$1.52M -$11.9K -243 -0.8%
COPPSERS
170
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.52M -$44.1K -897 -3%
AIP
171
Ameritas Investment Partners
Nebraska
$1.51M -$49.7K -1,013 -3%
IEFM
172
IQ EQ Fund Management
Ireland
$1.46M +$109K +2,221 +8%
CIP
173
Convergence Investment Partners
Florida
$1.45M -$12.8K -260 -0.9%
EGM
174
Engineers Gate Manager
New York
$1.44M +$1.44M +29,391 New
Handelsbanken Fonder
175
Handelsbanken Fonder
Sweden
$1.41M