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H&R Block
HRB

Overview Fund Activity

538 hedge funds and large institutions have $7.81B invested in H&R Block in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 171 increasing their positions, 173 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+44
Holders Change %
+8.91%
% of All Funds
7.78%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
97
Increased
171
Reduced
173
Closed
49
Calls
$50.8M
Puts
$71.5M
Net Calls
-$20.7M
Net Calls Change
-$5.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$74.4M
2
WCM
Wedge Capital Management
North Carolina
+$46.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$41.9M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$40.7M
5
Truist Financial
Truist Financial
North Carolina
+$40.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$127M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$65.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$36.6M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$35.7M
5
Goldman Sachs
Goldman Sachs
New York
-$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
226
Kessler Investment Group
Indiana
$1.21M +$3.24K +51 +0.3%
X
227
Xponance
Pennsylvania
$1.2M +$1.59K +25 +0.1%
IFS
228
Ifrah Financial Services
Arkansas
$1.16M -$22.1K -348 -2%
GCP
229
GSA Capital Partners
United Kingdom
$1.16M +$1.16M +18,230 New
Pictet Asset Management
230
Pictet Asset Management
Switzerland
$1.16M +$71.9K +1,131 +7%
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$1.15M -$104K -1,638 -8%
MC
232
Maverick Capital
Texas
$1.15M +$1.15M +18,051 New
HighTower Advisors
233
HighTower Advisors
Illinois
$1.15M +$179K +2,803 +18%
NSEDCP
234
NJ State Employees Deferred Compensation Plan
New Jersey
$1.14M – – –
I
235
INVST
Indiana
$1.14M -$6.48K -102 -0.6%
MCA
236
MSH Capital Advisors
Arizona
$1.11M – – –
ERSOT
237
Employees Retirement System of Texas
Texas
$1.11M +$1.11M +17,406 New
CCM
238
Carlson Capital Management
Minnesota
$1.11M – – –
VPIM
239
Vanguard Personalized Indexing Management
California
$1.1M +$54.3K +854 +5%
Axa
240
Axa
France
$1.09M +$178K +2,797 +20%
AA
241
Axiom Advisory
California
$1.08M +$16.8K +282 +2%
RT
242
Rockland Trust
Massachusetts
$1.07M +$12.7K +200 +1%
Federated Hermes
243
Federated Hermes
Pennsylvania
$1.05M -$46.4K -730 -4%
AG
244
Ascent Group
Virginia
$1.01M -$123K -1,935 -11%
NYLIM
245
New York Life Investment Management
New York
$1.01M -$58K -913 -5%
PAS
246
Park Avenue Securities
New York
$1.01M +$19.3K +303 +2%
HW
247
Hancock Whitney
Mississippi
$995K +$995K +15,662 New
Baird Financial Group
248
Baird Financial Group
Wisconsin
$992K -$41.6K -655 -4%
MML Investors Services
249
MML Investors Services
Massachusetts
$989K -$73.9K -1,163 -7%
LB
250
Legacy Bridge
Iowa
$971K – – –
8 9
10
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