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H&R Block
HRB

Overview Fund Activity

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

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$211M
2
Citadel Advisors
Citadel Advisors
Florida
$61.5M
3
Millennium Management
Millennium Management
New York
$38.7M
4
Man Group
Man Group
United Kingdom
$20.8M
5
AQR Capital Management
AQR Capital Management
Connecticut
$92.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$121M
2
Bank of America
Bank of America
North Carolina
$17.5M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$16.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$26.7M
5
Boston Partners
Boston Partners
Massachusetts
$82.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
AE Wealth Management
Kansas
$470K -$54.2K -1,701 -10%
Axa
227
Axa
France
$456K -$127K -4,000 -22%
Tudor Investment Corp
228
Tudor Investment Corp
Connecticut
$441K -$5.47M -171,540 -93%
Cetera Investment Advisers
229
Cetera Investment Advisers
Illinois
$438K -$876K -27,494 -67%
SAM
230
Securian Asset Management
Minnesota
$432K -$9.63K -302 -2%
VI
231
Versor Investments
New York
$422K +$422K +13,252 New
State of Wisconsin Investment Board
232
State of Wisconsin Investment Board
Wisconsin
$403K -$282K -8,844 -41%
Mitsubishi UFJ Asset Management
233
Mitsubishi UFJ Asset Management
Japan
$401K +$21.2K +664 +6%
Natixis Advisors
234
Natixis Advisors
Massachusetts
$395K -$217K -6,809 -35%
KAS
235
Kestra Advisory Services
Texas
$388K +$164K +5,158 +74%
FCBT
236
First Citizens Bank & Trust
North Carolina
$374K +$15.8K +497 +4%
GCM
237
Gallacher Capital Management
Colorado
$373K -$313K -9,810 -46%
Prudential Financial
238
Prudential Financial
New Jersey
$371K -$1.05M -28,505 -74%
CRC
239
Curi RMB Capital
Illinois
$371K +$371K +11,632 New
ACM
240
Aquatic Capital Management
Illinois
$370K +$147K +4,600 +66%
MSRPS
241
Maryland State Retirement & Pension System
Maryland
$369K -$36.6K -1,147 -9%
Connor, Clark & Lunn Investment Management (CC&L)
242
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$364K +$364K +11,428 New
TRCT
243
Tower Research Capital (TRC)
New York
$364K +$266K +8,358 +273%
Baird Financial Group
244
Baird Financial Group
Wisconsin
$362K +$46.8K +1,467 +15%
Brown Advisory
245
Brown Advisory
Maryland
$354K +$4.21K +132 +1%
V
246
Veritable
Delaware
$347K +$22.4K +703 +7%
CAGAS
247
Capital Advisory Group Advisory Services
Minnesota
$345K +$12.8K +400 +4%
KWILP
248
Kiwi Wealth Investments Limited Partnership
New Zealand
$331K – – –
SS
249
Sunbelt Securities
Texas
$327K +$327K +10,263 New
1IA
250
1620 Investment Advisors
Massachusetts
$326K +$326K +10,239 New
8 9
10
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