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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 %
Fifth Third Bancorp
276
Fifth Third Bancorp
Ohio
$699K +$28.7K +452 +4%
PCA
277
Pallas Capital Advisors
Massachusetts
$692K +$279K +4,652 +68%
Group One Trading
278
Group One Trading
Illinois
$691K +$151K +2,375 +28%
TC
279
TownSquare Capital
Utah
$690K +$90.1K +1,418 +15%
SAM
280
Securian Asset Management
Minnesota
$690K -$17.4K -274 -2%
DADC
281
D.A. Davidson & Co
Montana
$682K -$64 -1 -0%
I
282
InceptionR
California
$675K +$675K +10,627 New
Jones Financial Companies
283
Jones Financial Companies
Missouri
$674K +$591K +9,297 +714%
SS
284
Sunbelt Securities
Texas
$654K +$1.72K +27 +0.3%
AWM
285
AE Wealth Management
Kansas
$651K -$83.4K -1,312 -11%
FCBT
286
First Citizens Bank & Trust
North Carolina
$646K +$21.4K +337 +3%
LAM
287
Lingohr Asset Management
Germany
$643K – – –
BCWM
288
Bartlett & Co Wealth Management
Ohio
$639K – – –
FBB
289
Fulton Breakefield Broenniman
Maryland
$630K -$6.36K -100 -1%
KeyBank National Association
290
KeyBank National Association
Ohio
$610K -$91.4K -1,438 -13%
IA
291
IFP Advisors
Florida
$607K +$372K +5,846 +158%
CAGAS
292
Capital Advisory Group Advisory Services
Minnesota
$602K +$23.7K +373 +4%
CTA
293
Chesley Taft & Associates
Illinois
$597K – – –
QCM
294
Qsemble Capital Management
New York
$590K +$590K +9,289 New
WPC
295
Wedmont Private Capital
Pennsylvania
$587K +$35.7K +578 +6%
IC
296
IEQ Capital
California
$569K +$569K +8,947 New
PFGIA
297
Patriot Financial Group Insurance Agency
Massachusetts
$567K +$567K +8,927 New
TPA
298
Trivium Point Advisory
Connecticut
$559K +$13.5K +228 +2%
TWM
299
TriaGen Wealth Management
California
$555K +$6.04K +95 +1%
HFM
300
Harvest Fund Management
China
$547K +$290K +4,571 +113%
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