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H&R Block

494 hedge funds and large institutions have $6.84B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 46 closing their positions.

Holders
494
Holders Change
+16
Holders Change %
+3.35%
% of All Funds
7.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
74
Increased
166
Reduced
163
Closed
46
Calls
$35.1M
Puts
$50.7M
Net Calls
-$15.6M
Net Calls Change
-$37.7M
Name Market Value Shares Shares
Change
Shares
Change %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$1.07M 19,746 -448 -2%
VI
202
Vestcor Inc
New Brunswick, Canada
$1.04M 19,111
KIG
203
Kessler Investment Group
Indiana
$1.03M 18,984 +18,984 New
X
204
Xponance
Pennsylvania
$1.02M 18,846 -9,396 -33%
ET
205
Entropy Technologies
New York
$1.02M 18,755 +18,755 New
VWM
206
VCI Wealth Management
Missouri
$1.02M 18,750 +5,972 +47%
IFS
207
Ifrah Financial Services
Arkansas
$1.01M 18,654 -1,941 -9%
KBC Group
208
KBC Group
Belgium
$1.01M 18,584 +15,459 +495%
GS
209
GTS Securities
New York
$998K 18,405 +18,405 New
SA
210
Sanctuary Advisors
Indiana
$988K 21,249 +21,249 New
CAM
211
Cresset Asset Management
Illinois
$986K 18,108 +4,806 +36%
I
212
INVST
Indiana
$986K 18,015 +998 +6%
RJFSA
213
Raymond James Financial Services Advisors
Florida
$980K 18,075 +1,730 +11%
NSEDCP
214
NJ State Employees Deferred Compensation Plan
New Jersey
$976K 18,000
TWD
215
True Wealth Design
Ohio
$974K 17,956 -128 -0.7%
AG
216
Ascent Group
Virginia
$969K 17,877 -574 -3%
VA
217
Vident Advisory
Georgia
$958K 17,661 +5,740 +48%
MCA
218
MSH Capital Advisors
Arizona
$951K 17,529 +449 +3%
CCM
219
Carlson Capital Management
Minnesota
$944K 17,400
Federated Hermes
220
Federated Hermes
Pennsylvania
$939K 17,321 -1,185 -6%
Pictet Asset Management
221
Pictet Asset Management
Switzerland
$925K 17,058 -222 -1%
CL
222
Choreo LLC
Illinois
$916K 16,734 +8,134 +95%
NYLIM
223
New York Life Investment Management
New York
$913K 16,830 +958 +6%
MML Investors Services
224
MML Investors Services
Massachusetts
$907K 16,718 -582 -3%
RT
225
Rockland Trust
Massachusetts
$904K 16,666