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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
+$48.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$34.8M
3
Millennium Management
Millennium Management
New York
+$32.7M
4
Man Group
Man Group
United Kingdom
+$20.8M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$20.6M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$152M
2
Bank of America
Bank of America
North Carolina
-$38.5M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$33.2M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$32.5M
5
Boston Partners
Boston Partners
Massachusetts
-$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
251
Allworth Financial
California
$324K +$11.9K +372 +4%
BC
252
Bartlett & Co
Ohio
$322K – – –
BCWM
253
Bartlett & Co Wealth Management
Ohio
$322K – – –
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$318K +$7.68K +241 +2%
QCM
255
Quantinno Capital Management
New York
$315K +$315K +9,895 New
EFI
256
EHP Funds Inc
Canada
$306K -$312K -9,800 -51%
HSBC Holdings
257
HSBC Holdings
United Kingdom
$303K -$5.41M -169,621 -95%
SAM
258
Shell Asset Management
Netherlands
$300K +$300K +9,401 New
Susquehanna International Group
259
Susquehanna International Group
Pennsylvania
$297K -$74.1K -2,324 -20%
MCM
260
MAI Capital Management
Ohio
$284K -$161K -5,060 -36%
ProShare Advisors
261
ProShare Advisors
Maryland
$284K -$5.23K -164 -2%
NVCHI
262
New Vernon Capital Holdings II
New Jersey
$283K +$167K +5,253 +145%
TL
263
Tradewinds LLC
North Carolina
$273K – – –
LOAMU
264
Lombard Odier Asset Management (USA)
New York
$273K +$273K +8,561 New
CAM
265
Cresset Asset Management
Illinois
$263K +$263K +8,212 New
URS
266
Utah Retirement Systems
Utah
$261K – – –
DWT
267
Dorsey & Whitney Trust
South Dakota
$261K +$26.3K +825 +11%
KWM
268
Kingsview Wealth Management
Oregon
$258K -$22.1K -693 -8%
CC
269
Centiva Capital
New York
$258K -$596K -18,694 -70%
VPIM
270
Vanguard Personalized Indexing Management
California
$257K -$169K -5,307 -40%
LWCFA
271
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$256K – – –
CL
272
Choreo LLC
Illinois
$255K -$3.6K -112 -1%
VI
273
Vestcor Inc
New Brunswick, Canada
$255K +$73.1K +2,293 +40%
GCM
274
Gladius Capital Management
Illinois
$255K -$4.81K -151 -2%
Neuberger Berman Group
275
Neuberger Berman Group
New York
$254K -$601K -18,845 -70%
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