H&R Block
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,
Massachusetts
|
+$87.7M |
| 2 |
Lazard Asset Management
New York
|
+$36.8M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$34.4M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$27.7M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$25.6M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$239M |
| 2 |
Renaissance Technologies
New York
|
-$27M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$22.5M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$16.6M |
| 5 |
EGM
Engineers Gate Manager
New York
|
-$11.9M |
