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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 %
Mariner
201
Mariner
Kansas
$622K -$55.2K -1,731 -8%
Mirae Asset Global Investments
202
Mirae Asset Global Investments
South Korea
$620K +$620K +19,442 New
MCA
203
MSH Capital Advisors
Arizona
$614K +$29K +909 +5%
Public Employees Retirement Association of Colorado
204
Public Employees Retirement Association of Colorado
Colorado
$612K -$54.8K -1,719 -8%
SOADOR
205
State of Alaska Department of Revenue
Alaska
$601K -$66.7K -2,095 -10%
PAMS
206
Pictet Asset Management (Switzerland)
Switzerland
$595K -$25.5K -801 -4%
Cambridge Investment Research Advisors
207
Cambridge Investment Research Advisors
Iowa
$592K -$10K -314 -2%
TCM
208
Triumph Capital Management
Colorado
$591K +$236K +7,349 +67%
EI
209
Ethic Inc
New York
$578K -$83.5K -2,621 -13%
NSEDCP
210
NJ State Employees Deferred Compensation Plan
New Jersey
$574K
DU
211
Delphia (USA)
Ontario, Canada
$573K +$573K +17,991 New
UCFA
212
United Capital Financial Advisors
Texas
$557K -$4.24K -133 -0.8%
RFG
213
Range Financial Group
Oregon
$555K -$103K -3,226 -16%
CCM
214
Carlson Capital Management
Minnesota
$555K
Bank of Nova Scotia
215
Bank of Nova Scotia
Ontario, Canada
$548K +$94.1K +2,954 +21%
PI
216
PineBridge Investments
New York
$541K -$52.8K -1,657 -9%
RT
217
Rockland Trust
Massachusetts
$531K
BMCM
218
Burns Matteson Capital Management
New York
$520K +$520K +16,305 New
RGI
219
River Global Investors
United Kingdom
$516K -$6.36K -200 -1%
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$508K -$51.5K -1,616 -9%
LB
221
Legacy Bridge
Iowa
$505K
LAM
222
Lingohr Asset Management
Germany
$494K
MML Investors Services
223
MML Investors Services
Massachusetts
$493K +$493K +15,473 New
RC
224
RBF Capital
California
$478K
CGH
225
Crossmark Global Holdings
Texas
$477K -$2.34M -69,207 -83%