D.E. Shaw & Co
HRB icon

D.E. Shaw & Co’s H&R Block HRB Stock Holding History

D.E. Shaw & Co’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$571K Sell
18,000
-27,400
-60% -$955K ﹤0.01% 3783
2025
Q4 		$1.98M Buy
+45,400
New +$2.12M ﹤0.01% 3063
2024
Q1 		– Sell
-144,500
Closed -$6.99M – 4530
2023
Q4 		$6.99M Buy
144,500
+800
+0.6% +$35.7K 0.01% 1641
2023
Q3 		$6.19M Buy
143,700
+91,300
+174% +$3.37M 0.01% 1639
2023
Q2 		$1.67M Sell
52,400
-186,400
-78% -$6.02M ﹤0.01% 2744
2023
Q1 		$8.42M Buy
238,800
+80,000
+50% +$2.96M 0.01% 1502
2022
Q4 		$5.8M Buy
158,800
+102,900
+184% +$4.18M 0.01% 1953
2022
Q3 		$2.38M Buy
+55,900
New +$2.37M ﹤0.01% 2847
2016
Q4 		– Sell
-69,700
Closed -$1.61M – 3524
2016
Q3 		$1.61M Buy
+69,700
New +$1.63M ﹤0.01% 2077
2015
Q1 		– Sell
-50,000
Closed -$1.68M – 3799
2014
Q4 		$1.68M Sell
50,000
-40,000
-44% -$1.28M ﹤0.01% 2412
2014
Q3 		$2.79M Sell
90,000
-45,000
-33% -$1.47M 0.01% 1972
2014
Q2 		$4.53M Buy
135,000
+50,000
+59% +$1.49M 0.01% 1697
2014
Q1 		$2.57M Sell
85,000
-60,800
-42% -$1.82M 0.01% 2139
2013
Q4 		$4.23M Sell
145,800
-30,000
-17% -$852K 0.01% 1832
2013
Q3 		$4.69M Hold
175,800
– – 0.01% 1655
2013
Q2 		$4.88M Buy
+175,800
New +$5.02M 0.01% 1382

Other funds holding HRB

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return