HRB icon

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 %
HW
276
Hancock Whitney
Mississippi
$631K -$196K -3,718 -24%
AWM
277
Aviso Wealth Management
Washington
$630K – – –
TRCT
278
Tower Research Capital (TRC)
New York
$621K +$458K +8,659 +280%
Brown Advisory
279
Brown Advisory
Maryland
$621K -$317 -6 -0.1%
CRC
280
Curi RMB Capital
Illinois
$615K – – –
NRD
281
Nebula Research & Development
New York
$612K -$548K -10,377 -47%
A
282
AlphaQuest
New York
$602K -$50.4K -954 -8%
NVCHI
283
New Vernon Capital Holdings II
New Jersey
$598K – – –
SC
284
Savant Capital
Illinois
$593K -$143K -2,707 -19%
GC
285
Guggenheim Capital
Illinois
$590K -$556K -10,514 -48%
Neuberger Berman Group
286
Neuberger Berman Group
New York
$589K +$169K +3,207 +40%
Jones Financial Companies
287
Jones Financial Companies
Missouri
$582K +$22.4K +423 +4%
N
288
Natixis
France
$578K +$578K +10,941 New
PP
289
Prudential plc
United Kingdom
$572K -$3.66M -69,233 -86%
DADC
290
D.A. Davidson & Co
Montana
$564K -$3.59K -68 -0.6%
TA
291
TCM Advisors
West Virginia
$560K -$801K – –
DT
292
Diversified Trust
Tennessee
$559K +$559K +10,571 New
FCBT
293
First Citizens Bank & Trust
North Carolina
$558K +$20.7K +392 +4%
Aviva
294
Aviva
United Kingdom
$554K +$554K +10,486 New
Fifth Third Bancorp
295
Fifth Third Bancorp
Ohio
$553K -$29K -548 -5%
SAM
296
Securian Asset Management
Minnesota
$547K -$26.1K -494 -5%
AWM
297
Affinity Wealth Management
Delaware
$546K -$124K -2,353 -19%
CANY
298
Caxton Associates (New York)
New York
$542K -$893K -16,892 -62%
CAGAS
299
Capital Advisory Group Advisory Services
Minnesota
$538K +$37.5K +710 +7%
PFGIA
300
Patriot Financial Group Insurance Agency
Massachusetts
$538K +$65.8K +1,246 +14%
10 11
12
13 14