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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 %
Group One Trading
251
Group One Trading
Illinois
$822K +$247K +4,670 +43%
LB
252
Legacy Bridge
Iowa
$807K – – –
Cambridge Investment Research Advisors
253
Cambridge Investment Research Advisors
Iowa
$805K -$225K -4,256 -22%
AR
254
Advisory Research
Illinois
$797K +$4.39K +83 +0.6%
RC
255
RBF Capital
California
$793K – – –
IMC Chicago
256
IMC Chicago
Illinois
$784K +$171K +3,239 +28%
Public Employees Retirement Association of Colorado
257
Public Employees Retirement Association of Colorado
Colorado
$782K -$23.2K -439 -3%
CIG
258
CCM Investment Group
Minnesota
$778K +$778K +14,930 New
RFG
259
Range Financial Group
Oregon
$774K +$541K +10,239 +232%
NYLIM
260
New York Life Investment Management
New York
$774K -$67.5K -1,278 -8%
ETC
261
Exchange Traded Concepts
Oklahoma
$766K -$1.18M -22,250 -61%
BCM
262
Bayesian Capital Management
New York
$762K -$365K -6,900 -32%
WPW
263
Waldron Private Wealth
Pennsylvania
$740K +$369K +6,936 +100%
EI
264
Ethic Inc
New York
$740K +$155K +2,932 +27%
Fidelity International
265
Fidelity International
Bermuda
$722K +$295K +5,584 +69%
Russell Investments Group
266
Russell Investments Group
United Kingdom
$722K -$717K -13,572 -50%
IC
267
IEQ Capital
California
$705K +$233K +4,401 +49%
I
268
InceptionR
California
$696K +$134K +2,542 +24%
FFA
269
Farther Finance Advisors
California
$695K -$24.4K -462 -3%
P
270
&Partners
Tennessee
$689K +$366K +6,797 +113%
BF
271
BOK Financial
Oklahoma
$688K +$657K +12,248 +2,101%
TC
272
TownSquare Capital
Utah
$678K +$104K +1,969 +18%
EMPI
273
Elo Mutual Pension Insurance
Finland
$677K +$677K +12,813 New
TI
274
Tidal Investments
Wisconsin
$666K -$364K -6,884 -35%
US Bancorp
275
US Bancorp
Minnesota
$653K +$12.3K +233 +2%
9 10
11
12 13