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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
$211M
2
Citadel Advisors
Citadel Advisors
Florida
$61.5M
3
Millennium Management
Millennium Management
New York
$38.7M
4
Man Group
Man Group
United Kingdom
$20.8M
5
AQR Capital Management
AQR Capital Management
Connecticut
$92.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$121M
2
Bank of America
Bank of America
North Carolina
$17.5M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$16.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$26.7M
5
Boston Partners
Boston Partners
Massachusetts
$82.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
276
CreativeOne Wealth
Kansas
$249K +$249K +7,815 New
Verition Fund Management
277
Verition Fund Management
Connecticut
$248K +$248K +7,796 New
GC
278
Globeflex Capital
California
$248K -$30.9K -969 -11%
ASN
279
Advisory Services Network
Georgia
$247K -$356K -11,168 -59%
ZF
280
Zhang Financial
Michigan
$245K +$245K +7,631 New
SG Americas Securities
281
SG Americas Securities
New York
$243K -$1.08M -33,811 -82%
IFU
282
iSAM Funds (UK)
United Kingdom
$242K +$242K +7,594 New
NYLIM
283
New York Life Investment Management
New York
$241K +$241K +7,572 New
API
284
Advisor Partners II
California
$241K +$8.16K +256 +4%
SCM
285
Shelton Capital Management
Colorado
$239K -$12.2K -383 -5%
SGCA
286
Steel Grove Capital Advisors
Tennessee
$230K – – –
WPW
287
Waldron Private Wealth
Pennsylvania
$218K +$13.5K +421 +7%
AWM
288
Alterna Wealth Management
Texas
$216K +$216K +6,784 New
WIC
289
Woodmont Investment Counsel
Tennessee
$207K – – –
FFN
290
Focus Financial Network
Minnesota
$205K +$1.71K +53 +0.8%
QCM
291
Qsemble Capital Management
New York
$204K +$204K +6,400 New
AWS
292
Atria Wealth Solutions
New York
$204K -$965 -30 -0.5%
TC
293
TownSquare Capital
Utah
$203K +$203K +6,377 New
KCM
294
Kendall Capital Management
Maryland
$203K +$203K +6,385 New
PNC
295
Park National Corp
Ohio
$203K – – –
WT
296
Washington Trust
Rhode Island
$169K – – –
SRCM
297
Sage Rock Capital Management
New York
$140K +$140K +4,400 New
UB
298
UMB Bank
Missouri
$136K – – –
AAG
299
Armstrong Advisory Group
Massachusetts
$131K – – –
C
300
Covestor
United Kingdom
$121K +$19.9K +622 +20%
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12
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