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H&R Block

391 hedge funds and large institutions have $3.73B invested in H&R Block in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 50 closing their positions.

Holders
391
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
6.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
57
Increased
108
Reduced
140
Closed
50
Calls
$28.3M
Puts
$35.1M
Net Calls
-$6.85M
Net Calls Change
+$2.15M
Name Market Value Shares Shares
Change
Shares
Change %
Teacher Retirement System of Texas
201
Teacher Retirement System of Texas
Texas
$723K 28,908 +5,122 +22%
OAM
202
Occidental Asset Management
California
$721K 28,835 +1,626 +6%
TRSOTSOK
203
Teachers Retirement System of the State of Kentucky
Kentucky
$705K 28,200
OC
204
Oppenheimer & Co
New York
$703K 28,122 +28,122 New
APG Asset Management
205
APG Asset Management
Netherlands
$701K 32,500 -5,400 -14%
HSBC Holdings
206
HSBC Holdings
United Kingdom
$700K 27,799 -8,002 -22%
EVM
207
Eaton Vance Management
Massachusetts
$697K 32,748 -16,411 -33%
SOADOR
208
State of Alaska Department of Revenue
Alaska
$682K 27,318 -858 -3%
Bank of Montreal
209
Bank of Montreal
Ontario, Canada
$682K 26,714 +1,258 +5%
Wealthfront Advisers
210
Wealthfront Advisers
California
$679K 27,174 -58 -0.2%
CIC
211
Crawford Investment Counsel
Georgia
$679K 27,140 +900 +3%
US Bancorp
212
US Bancorp
Minnesota
$654K 26,174 +3,108 +13%
Creative Planning
213
Creative Planning
Kansas
$642K 25,698 +2,407 +10%
TCMG
214
TSP Capital Management Group
New Jersey
AIL
215
AGF Investments LLC
Ontario, Canada
$614K 24,568 +24,568 New
CAM
216
ClariVest Asset Management
California
$613K 24,524
ETC
217
Exchange Traded Concepts
Oklahoma
$577K 23,071 +23,071 New
Bank of Nova Scotia
218
Bank of Nova Scotia
Ontario, Canada
$571K 22,833 -269,167 -92%
AIC
219
Archer Investment Corporation
Indiana
$570K 22,800
LAM
220
Lingohr Asset Management
Germany
$566K 22,628
State of Wisconsin Investment Board
221
State of Wisconsin Investment Board
Wisconsin
$561K 22,433 +627 +3%
ACI
222
AMP Capital Investors
Australia
$561K 22,421 +9,000 +67%
Aberdeen Group
223
Aberdeen Group
United Kingdom
$553K 21,920 -3,349 -13%
HWAM
224
Hennion & Walsh Asset Management
New Jersey
$547K 21,875 +13,033 +147%
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$526K 21,042 +4,545 +28%