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H&R Block
HRB

Overview Fund Activity

546 hedge funds and large institutions have $6.67B invested in H&R Block in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 165 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+8
Holders Change %
+1.49%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
212
Reduced
165
Closed
66
Calls
$34.6M
Puts
$42.5M
Net Calls
-$7.85M
Net Calls Change
+$12.9M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$238M
2
Lazard Asset Management
Lazard Asset Management
New York
$137M
3
UBS Group
UBS Group
Switzerland
$43.5M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$248M
5
BTW
Boston Trust Walden
Massachusetts
$25.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$761M
2
Renaissance Technologies
Renaissance Technologies
New York
$3.16M
3
Victory Capital Management
Victory Capital Management
Texas
$3.94M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$107M
5
EGM
Engineers Gate Manager
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IEFM
226
IQ EQ Fund Management
Ireland
$1.06M -$38.5K -729 -4%
X
227
Xponance
Pennsylvania
$1.04M +$41.4K +784 +4%
AWS
228
Atria Wealth Solutions
New York
$1.02M +$347K +6,544 +52%
Wealthfront Advisers
229
Wealthfront Advisers
California
$1.02M -$18.5K -350 -2%
Pictet Asset Management
230
Pictet Asset Management
Switzerland
$1.01M +$52.8K +999 +5%
HighTower Advisors
231
HighTower Advisors
Illinois
$1.01M +$63.5K +1,202 +7%
KIG
232
Kessler Investment Group
Indiana
$968K -$37.4K -708 -4%
I
233
INVST
Indiana
$961K +$14.5K +274 +2%
Nomura Holdings
234
Nomura Holdings
Japan
$961K +$961K +18,184 New
NSEDCP
235
NJ State Employees Deferred Compensation Plan
New Jersey
$951K – – –
IFS
236
Ifrah Financial Services
Arkansas
$937K -$30.5K -578 -3%
SPA
237
Sherbrooke Park Advisers
New York
$933K +$933K +17,656 New
MCA
238
MSH Capital Advisors
Arizona
$927K +$423 +8 +0%
CCM
239
Carlson Capital Management
Minnesota
$919K – – –
Baird Financial Group
240
Baird Financial Group
Wisconsin
$904K +$78.7K +1,490 +10%
BAM
241
Blueshift Asset Management
New Jersey
$903K +$903K +17,081 New
PAS
242
Park Avenue Securities
New York
$898K +$60.3K +1,141 +7%
CAMG
243
CWA Asset Management Group
Florida
$892K +$284K +5,380 +47%
RT
244
Rockland Trust
Massachusetts
$891K – – –
MML Investors Services
245
MML Investors Services
Massachusetts
$891K +$69.1K +1,308 +8%
VPIM
246
Vanguard Personalized Indexing Management
California
$889K -$22.9K -434 -3%
AG
247
Ascent Group
Virginia
$844K +$2.06K +39 +0.2%
SSCM
248
Sovereign's Capital Management
Georgia
$842K +$842K +15,926 New
OQS
249
Occudo Quantitative Strategies
Florida
$827K +$827K +15,659 New
CC
250
Centiva Capital
New York
$823K -$936K -17,718 -53%
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