HRB icon

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 %
Public Employees Retirement Association of Colorado
251
Public Employees Retirement Association of Colorado
Colorado
$969K – – –
RC
252
RBF Capital
California
$953K – – –
AR
253
Advisory Research
Illinois
$953K -$554K -8,722 -37%
RJFSA
254
Raymond James Financial Services Advisors
Florida
$945K -$203K -3,199 -18%
OTPPB
255
Ontario Teachers' Pension Plan Board
Ontario, Canada
$888K -$961K -15,128 -52%
SC
256
Savant Capital
Illinois
$885K -$505K -7,948 -36%
ET
257
Entropy Technologies
New York
$869K -$323K -5,088 -27%
FFA
258
Farther Finance Advisors
California
$865K +$224K +3,527 +35%
QC
259
Quantedge Capital
Singapore
$826K +$826K +13,000 New
Wolverine Trading
260
Wolverine Trading
Illinois
$822K -$181K -2,847 -18%
AWS
261
Atria Wealth Solutions
New York
$812K +$119K +1,860 +17%
AWM
262
Affinity Wealth Management
Delaware
$807K +$807K +12,691 New
TA
263
TCM Advisors
West Virginia
$801K -$732K – –
IIM
264
INTECH Investment Management
Florida
$800K -$902K -14,188 -53%
CL
265
CSS LLC
Illinois
$791K +$31.8K +500 +4%
A
266
AlphaQuest
New York
$784K +$739K +11,627 +1,628%
US Bancorp
267
US Bancorp
Minnesota
$771K -$567K -8,924 -42%
AWM
268
Aviso Wealth Management
Washington
$757K -$31.8K -500 -4%
Brown Advisory
269
Brown Advisory
Maryland
$747K – – –
CRC
270
Curi RMB Capital
Illinois
$739K – – –
PD
271
Point72 (DIFC)
United Arab Emirates
$738K +$738K +11,617 New
IMC Chicago
272
IMC Chicago
Illinois
$736K +$736K +11,589 New
CAMG
273
CWA Asset Management Group
Florida
$731K +$731K +11,507 New
NVCHI
274
New Vernon Capital Holdings II
New Jersey
$719K – – –
CAPTRUST Financial Advisors
275
CAPTRUST Financial Advisors
North Carolina
$710K +$168K +2,645 +31%
9 10
11
12 13