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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 %
AFG
201
Atomi Financial Group
New York
$888K +$888K +25,197 New
OFG
202
OmniStar Financial Group
North Carolina
$887K +$472K +13,399 +114%
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$861K +$44.8K +1,272 +5%
National Bank of Canada
204
National Bank of Canada
Quebec, Canada
$843K +$244 +7 +0%
Point72 Asset Management
205
Point72 Asset Management
Connecticut
$831K +$831K +23,574 New
EP
206
Edgestream Partners
New Jersey
$812K -$1.64M -46,605 -67%
Wealthfront Advisers
207
Wealthfront Advisers
California
$802K -$21K -597 -3%
IMRF
208
Illinois Municipal Retirement Fund
Illinois
$802K +$300K +8,498 +60%
IFS
209
Ifrah Financial Services
Arkansas
$795K -$15K -425 -2%
FC
210
FORA Capital
Florida
$793K +$288K +8,179 +57%
QC
211
Quent Capital
New York
$788K +$34.6K +1,001 +5%
CI
212
Ceera Investments
Texas
$767K
GCM
213
Gallacher Capital Management
Colorado
$759K +$255K +7,221 +50%
State of Wisconsin Investment Board
214
State of Wisconsin Investment Board
Wisconsin
$757K +$54.5K +1,545 +8%
Mariner
215
Mariner
Kansas
$749K -$111K -3,164 -13%
SEC
216
Seven Eight Capital
New York
$742K +$742K +21,050 New
SOADOR
217
State of Alaska Department of Revenue
Alaska
$739K -$28K -795 -4%
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$737K -$42.7K -1,212 -5%
US Bancorp
219
US Bancorp
Minnesota
$736K +$4.48K +127 +0.6%
EI
220
Ethic Inc
New York
$732K +$333K +9,444 +83%
RFG
221
Range Financial Group
Oregon
$727K -$23.6K -670 -3%
CIC
222
Crawford Investment Counsel
Georgia
$726K +$126K +3,570 +21%
AR
223
Advisory Research
Illinois
$720K +$720K +20,428 New
IA
224
Inspire Advisors
Idaho
$714K +$265K +7,531 +59%
HCM
225
Huber Capital Management
California
$714K +$1.09K +31 +0.2%