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H&R Block
HRB

Overview Fund Activity

465 hedge funds and large institutions have $6.15B invested in H&R Block in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
465
Holders Change
+57
Holders Change %
+13.97%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
103
Increased
126
Reduced
158
Closed
41
Calls
$43.3M
Puts
$45M
Net Calls
-$1.75M
Net Calls Change
-$12.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.4M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$37.8M
4
Man Group
4
Man Group
United Kingdom
$27.3M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$21.5M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$229M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.6M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
State Street
4
State Street
Massachusetts
$266M
5
BlackRock
5
BlackRock
New York
$865M
Name Holding Trade Value Shares
Change 		Shares
Change %
USAA
251
United Services Automobile Association
Texas
$617K +$66.6K +1,376 +12%
CAM
252
Cresset Asset Management
Illinois
$600K +$33K +678 +6%
SAM
253
Securian Asset Management
Minnesota
$588K -$36.4K -752 -6%
NA
254
NewEdge Advisors
Louisiana
$586K +$123K +2,556 +26%
WPC
255
Wedmont Private Capital
Pennsylvania
$584K +$584K +12,371 New
FCBT
256
First Citizens Bank & Trust
North Carolina
$579K +$14.1K +291 +2%
Brown Advisory
257
Brown Advisory
Maryland
$576K – – –
AWM
258
Aviso Wealth Management
Washington
$576K +$576K +11,900 New
RGI
259
River Global Investors
United Kingdom
$567K -$3.77K -78 -0.7%
BHCM
260
Brevan Howard Capital Management
Jersey
$564K +$564K +11,658 New
CRC
261
Curi RMB Capital
Illinois
$563K – – –
MSRPS
262
Maryland State Retirement & Pension System
Maryland
$560K – – –
PAS
263
Park Avenue Securities
New York
$545K +$545K +11,265 New
PI
264
PineBridge Investments
New York
$533K -$64.2K -1,328 -11%
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$502K +$1.16K +24 +0.2%
AI
266
AdvisorShares Investments
Maryland
$501K -$5.85K -121 -1%
SS
267
Sunbelt Securities
Texas
$496K – – –
VA
268
Vident Advisory
Georgia
$495K +$495K +10,239 New
BC
269
Bartlett & Co
Ohio
$493K – – –
BCWM
270
Bartlett & Co Wealth Management
Ohio
$493K – – –
Wealth Enhancement Advisory Services
271
Wealth Enhancement Advisory Services
Minnesota
$489K +$123K +2,542 +34%
GCP
272
GSA Capital Partners
United Kingdom
$486K -$98.8K -2,042 -17%
Sumitomo Mitsui Trust Group
273
Sumitomo Mitsui Trust Group
Japan
$477K – – –
TRCT
274
Tower Research Capital (TRC)
New York
$474K -$15.1K -312 -3%
1IA
275
1620 Investment Advisors
Massachusetts
$470K +$470K +9,717 New
9 10
11
12 13