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H&R Block
HRB

Overview Fund Activity

478 hedge funds and large institutions have $6.27B invested in H&R Block in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 178 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+13
Holders Change %
+2.8%
% of All Funds
6.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
63
Increased
152
Reduced
178
Closed
46
Calls
$75.6M
Puts
$53.6M
Net Calls
+$22M
Net Calls Change
+$23.8M

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$43.2M
2
Squarepoint
Squarepoint
New York
+$40M
3
Boston Partners
Boston Partners
Massachusetts
+$37.3M
4
Citadel Advisors
Citadel Advisors
Florida
+$35.8M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$26.3M

Top Sellers

1
BlackRock
BlackRock
New York
-$61.5M
2
Morgan Stanley
Morgan Stanley
New York
-$47.3M
3
HighTower Advisors
HighTower Advisors
Illinois
-$46.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$39.2M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$37.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
326
Profund Advisors
Maryland
$271K +$41.5K +845 +18%
Two Sigma Investments
327
Two Sigma Investments
New York
$270K – – –
EFI
328
EHP Funds Inc
Canada
$260K +$260K +5,300 New
IWM
329
IHT Wealth Management
Illinois
$260K -$9.97K -203 -4%
Envestnet Portfolio Solutions
330
Envestnet Portfolio Solutions
Illinois
$257K +$3.59K +73 +1%
CAMG
331
CWA Asset Management Group
Florida
$254K +$254K +5,182 New
AOWM
332
Alpha Omega Wealth Management
Virginia
$251K -$3.78K -77 -1%
WT
333
Washington Trust
Rhode Island
$250K -$10.6K -215 -4%
Walleye Trading
334
Walleye Trading
New York
$249K -$1.58M -32,120 -86%
EBA
335
Eagle Bay Advisors
New York
$249K +$13K +263 +6%
ACA
336
Affinity Capital Advisors
California
$248K – – –
WIC
337
Woodmont Investment Counsel
Tennessee
$248K – – –
MLA
338
My Legacy Advisors
Oregon
$247K +$247K +5,030 New
REMPR
339
Roof Eidam Maycock Peralta (REMP)
California
$246K – – –
LIA
340
LBMC Investment Advisors
Tennessee
$246K – – –
BFS
341
Bard Financial Services
Connecticut
$246K – – –
LFAS
342
Level Four Advisory Services
Texas
$238K – – –
MAM
343
Martingale Asset Management
Massachusetts
$236K -$77.9K -1,586 -25%
IB
344
Intrust Bank
Kansas
$232K – – –
GIA
345
Guyasuta Investment Advisors
Pennsylvania
$232K – – –
CCM
346
Coldstream Capital Management
Washington
$231K +$231K +4,696 New
GC
347
Globeflex Capital
California
$229K -$153K -3,107 -40%
PI
348
PFG Investments
New York
$226K +$226K +4,604 New
BWM
349
BCS Wealth Management
Tennessee
$226K – – –
OIA
350
OneDigital Investment Advisors
Kansas
$223K -$491 -10 -0.2%
12 13
14
15 16