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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 %
Credit Agricole
301
Credit Agricole
France
$547K +$547K +8,606 New
TL
302
Tradewinds LLC
North Carolina
$545K – – –
EI
303
Ethic Inc
New York
$543K -$114K -2,315 -17%
DWT
304
Dorsey & Whitney Trust
South Dakota
$523K – – –
Envestnet Portfolio Solutions
305
Envestnet Portfolio Solutions
Illinois
$521K +$58.2K +916 +13%
Fidelity International
306
Fidelity International
Bermuda
$514K +$440K +6,921 +595%
CA
307
CWC Advisors
Oregon
$506K +$506K +7,963 New
Neuberger Berman Group
308
Neuberger Berman Group
New York
$504K -$100K -1,580 -17%
MSRPS
309
Maryland State Retirement & Pension System
Maryland
$504K -$233K -3,660 -32%
SSA
310
Schonfeld Strategic Advisors
New York
$502K +$161K +2,538 +47%
DWA
311
Dorsey Wright & Associates
California
$497K – – –
PS
312
Principal Securities
Iowa
$494K +$102K +1,604 +26%
CIBC World Market
313
CIBC World Market
Ontario, Canada
$483K +$29.9K +470 +7%
URS
314
Utah Retirement Systems
Utah
$470K – – –
FHA
315
Flagship Harbor Advisors
Massachusetts
$469K +$469K +7,385 New
SAG
316
SageView Advisory Group
California
$467K -$13.9K -219 -3%
TVM
317
True Vision MN
Minnesota
$467K +$68.5K +1,072 +17%
BBA
318
Baader Bank Aktiengesellschaft
Germany
$464K +$464K +7,295 New
OC
319
Oppenheimer & Co
New York
$461K +$461K +7,250 New
MLL
320
Moody Lynn & Lieberson
Massachusetts
$454K – – –
Focus Partners Wealth
321
Focus Partners Wealth
Massachusetts
$449K +$449K +7,067 New
Balyasny Asset Management
322
Balyasny Asset Management
Illinois
$446K -$70.9K -1,115 -14%
WPW
323
Waldron Private Wealth
Pennsylvania
$443K +$1.4K +22 +0.3%
CS
324
Cannell & Spears
New York
$438K +$438K +6,895 New
AAS
325
Avantax Advisory Services
Texas
$423K +$5.85K +92 +1%
11 12
13
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