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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 %
Creative Planning
176
Creative Planning
Kansas
$1.27M +$73.8K +2,095 +6%
EGM
177
Engineers Gate Manager
New York
$1.27M +$348K +9,867 +38%
IEFM
178
IQ EQ Fund Management
Ireland
$1.26M -$235K -6,668 -16%
AA
179
ALPS Advisors
Colorado
$1.25M -$320K -9,081 -20%
Walleye Trading
180
Walleye Trading
New York
$1.19M -$1.25M -35,431 -51%
NMIMC
181
Northwestern Mutual Investment Management Company
Wisconsin
$1.19M +$684K +19,395 +135%
EC
182
Estate Counselors
Wisconsin
$1.18M +$1.18M +33,400 New
CCIA
183
Campbell & Co Investment Adviser
Maryland
$1.17M +$520K +14,741 +80%
X
184
Xponance
Pennsylvania
$1.16M -$11.7K -333 -1%
PI
185
PEAK6 Investments
Illinois
$1.14M +$1.14M +32,382 New
Cerity Partners
186
Cerity Partners
New York
$1.12M -$17.8K -505 -2%
SA
187
Shilanski & Associates
Alaska
$1.09M +$25.1K +729 +2%
LTAS
188
Linden Thomas Advisory Services
North Carolina
$1.08M +$169K +4,793 +19%
Barclays
189
Barclays
United Kingdom
$1.05M -$3.21M -91,049 -75%
MC
190
Maverick Capital
Texas
$1.01M -$2.19M -62,072 -68%
Handelsbanken Fonder
191
Handelsbanken Fonder
Sweden
$1.01M +$321K +9,100 +46%
NMERB
192
New Mexico Educational Retirement Board
New Mexico
$994K +$109K +3,100 +12%
JFG
193
Jefferies Financial Group
New York
$992K +$992K +28,155 New
EMG
194
ETF Managers Group
New Jersey
$992K +$14.8K +419 +2%
BC
195
Bridgefront Capital
Texas
$986K +$986K +27,980 New
ZCM
196
Ziegler Capital Management
Illinois
$968K +$968K +27,616 New
Neuberger Berman Group
197
Neuberger Berman Group
New York
$945K +$168K +4,770 +22%
CC
198
Centiva Capital
New York
$944K +$944K +26,779 New
TRSOTSOK
199
Teachers Retirement System of the State of Kentucky
Kentucky
$903K
Allspring Global Investments
200
Allspring Global Investments
North Carolina
$896K -$12.8M -361,731 -93%