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H&R Block
HRB

Overview Fund Activity

465 hedge funds and large institutions have $6.15B invested in H&R Block in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
465
Holders Change
+57
Holders Change %
+13.97%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
103
Increased
126
Reduced
158
Closed
41
Calls
$43.3M
Puts
$45M
Net Calls
-$1.75M
Net Calls Change
-$12.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.4M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$37.8M
4
Man Group
4
Man Group
United Kingdom
$27.3M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$21.5M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$229M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.6M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
State Street
4
State Street
Massachusetts
$266M
5
BlackRock
5
BlackRock
New York
$865M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
326
Envestnet Portfolio Solutions
Illinois
$250K 5,158 -370 -7%
DT
327
Diversified Trust
Tennessee
$249K 5,153 +5,153 New
ACA
328
Affinity Capital Advisors
California
$245K 5,055 +55 +1%
WIC
329
Woodmont Investment Counsel
Tennessee
$244K 5,043 – –
REMPR
330
Roof Eidam Maycock Peralta (REMP)
California
$242K 5,000 – –
LIA
331
LBMC Investment Advisors
Tennessee
$242K 5,000 – –
BFS
332
Bard Financial Services
Connecticut
$242K 5,000 – –
LFAS
333
Level Four Advisory Services
Texas
$238K 4,927 -176 -3%
GIA
334
Guyasuta Investment Advisors
Pennsylvania
$232K 4,800 – –
EBA
335
Eagle Bay Advisors
New York
$231K 4,772 +28 +0.6%
IB
336
Intrust Bank
Kansas
$229K 4,732 – –
Parallax Volatility Advisers
337
Parallax Volatility Advisers
California
$228K 4,723 +4,723 New
PA
338
Profund Advisors
Maryland
$226K 4,673 +4,673 New
UCFA
339
United Capital Financial Advisors
Texas
$225K 4,646 -4,171 -47%
HI
340
Handelsinvest Investeringsforvaltning
Denmark
$224K 4,640 +4,640 New
BWM
341
BCS Wealth Management
Tennessee
$223K 4,611 +4,611 New
OIA
342
OneDigital Investment Advisors
Kansas
$221K 4,559 +4,559 New
WW
343
Westshore Wealth
California
$218K 4,501 +4,501 New
CAG
344
Csenge Advisory Group
Florida
$216K 4,463 +4,463 New
BFM
345
Boothbay Fund Management
New York
$211K 4,355 +4,355 New
EWA
346
EP Wealth Advisors
California
$207K 4,283 +4,283 New
UB
347
UMB Bank
Missouri
$207K 4,280 – –
PA
348
Pinnacle Associates
New York
$204K 4,221 +4,221 New
CIBC Asset Management
349
CIBC Asset Management
Ontario, Canada
$203K 4,207 +4,207 New
WG
350
Winton Group
United Kingdom
$200K 4,141 -2,822 -41%
12 13
14
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