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H&R Block
HRB

Overview Fund Activity

478 hedge funds and large institutions have $6.27B invested in H&R Block in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 178 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+13
Holders Change %
+2.8%
% of All Funds
6.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
63
Increased
152
Reduced
178
Closed
46
Calls
$75.6M
Puts
$53.6M
Net Calls
+$22M
Net Calls Change
+$23.8M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$43.2M
2
Squarepoint
Squarepoint
New York
+$40M
3
Boston Partners
Boston Partners
Massachusetts
+$37.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$35.8M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$26.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$61.5M
2
Morgan Stanley
Morgan Stanley
New York
-$47.3M
3
HighTower Advisors
HighTower Advisors
Illinois
-$46.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$39.2M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
251
Brown Advisory
Maryland
$576K -$8.84K -180 -2%
CRC
252
Curi RMB Capital
Illinois
$571K – – –
Balyasny Asset Management
253
Balyasny Asset Management
Illinois
$569K +$253K +5,147 +80%
JFG
254
Jefferies Financial Group
New York
$565K -$491K -10,000 -47%
SAM
255
Securian Asset Management
Minnesota
$563K -$33.1K -673 -6%
NA
256
NewEdge Advisors
Louisiana
$560K -$39.7K -808 -7%
USAA
257
United Services Automobile Association
Texas
$551K -$75.2K -1,531 -12%
MSRPS
258
Maryland State Retirement & Pension System
Maryland
$544K – – –
EI
259
Ethic Inc
New York
$543K -$248K -5,040 -31%
DADC
260
D.A. Davidson & Co
Montana
$517K +$108K +2,196 +26%
PI
261
PineBridge Investments
New York
$512K -$29.1K -592 -5%
Fifth Third Bancorp
262
Fifth Third Bancorp
Ohio
$512K +$1.92K +39 +0.4%
CANY
263
Caxton Associates (New York)
New York
$510K +$510K +10,380 New
Wealth Enhancement Advisory Services
264
Wealth Enhancement Advisory Services
Minnesota
$506K +$8.84K +180 +2%
SS
265
Sunbelt Securities
Texas
$504K – – –
BCWM
266
Bartlett & Co Wealth Management
Ohio
$494K – – –
FBB
267
Fulton Breakefield Broenniman
Maryland
$492K -$424K -8,638 -46%
FFA
268
Farther Finance Advisors
California
$492K +$49.1K +1,018 +11%
SAG
269
SageView Advisory Group
California
$489K +$34.4K +700 +8%
CTA
270
Chesley Taft & Associates
Illinois
$473K +$473K +9,622 New
LP
271
LMR Partners
United Kingdom
$464K +$157K +3,192 +51%
CC
272
Centiva Capital
New York
$462K -$358K -7,289 -44%
TC
273
TownSquare Capital
Utah
$457K +$42.7K +869 +10%
MCM
274
MAI Capital Management
Ohio
$448K -$1.82K -37 -0.4%
CAGAS
275
Capital Advisory Group Advisory Services
Minnesota
$447K -$21.6K -440 -5%
9 10
11
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