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H&R Block
HRB

Overview Fund Activity

494 hedge funds and large institutions have $6.84B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 46 closing their positions.

Holders
494
Holders Change
+16
Holders Change %
+3.35%
% of All Funds
7.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
74
Increased
166
Reduced
163
Closed
46
Calls
$35.1M
Puts
$50.7M
Net Calls
-$15.6M
Net Calls Change
-$37.7M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$148M
2
Goldman Sachs
2
Goldman Sachs
New York
$81.4M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$115M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$25.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$797M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$123M
2
Squarepoint
2
Squarepoint
New York
$1.82M
3
State Street
3
State Street
Massachusetts
$257M
4
Citadel Advisors
4
Citadel Advisors
Florida
$43.7M
5
Man Group
5
Man Group
United Kingdom
$266K
Name Market Value Shares Shares
Change 		Shares
Change %
BCI
326
Brinker Capital Investments
Pennsylvania
$283K 5,221 +5,221 New
OPS
327
Orion Portfolio Solutions
Nebraska
$283K 5,221 +5,221 New
CG
328
Caprock Group
Idaho
$281K 5,156 +5,156 New
BCM
329
Bayesian Capital Management
New York
$278K 5,127 +5,127 New
LCM
330
Laurion Capital Management
New York
$277K 5,116 +5,116 New
WT
331
Washington Trust
Rhode Island
$277K 5,100 – –
Walleye Capital
332
Walleye Capital
New York
$276K 5,087 -53,975 -91%
ACA
333
Affinity Capital Advisors
California
$274K 5,055 – –
WIC
334
Woodmont Investment Counsel
Tennessee
$273K 5,043 – –
AOWM
335
Alpha Omega Wealth Management
Virginia
$273K 5,029 -82 -2%
REMPR
336
Roof Eidam Maycock Peralta (REMP)
California
$271K 5,000 – –
LIA
337
LBMC Investment Advisors
Tennessee
$271K 5,000 – –
BFS
338
Bard Financial Services
Connecticut
$271K 5,000 – –
SPA
339
Sherbrooke Park Advisers
New York
$269K 4,958 +4,958 New
LFAS
340
Level Four Advisory Services
Texas
$269K 4,954 +27 +0.5%
Man Group
341
Man Group
United Kingdom
$266K 4,907 -381,336 -99%
IB
342
Intrust Bank
Kansas
$262K 4,826 +94 +2%
Walleye Trading
343
Walleye Trading
New York
$258K 4,766 -311 -6%
FTWA
344
Fifth Third Wealth Advisors
Ohio
$257K 4,744 +4,744 New
Two Sigma Advisers
345
Two Sigma Advisers
New York
$255K 4,700 +4,700 New
CCM
346
Coldstream Capital Management
Washington
$254K 4,680 -16 -0.3%
GC
347
Globeflex Capital
California
$253K 4,663 – –
OIA
348
OneDigital Investment Advisors
Kansas
$251K 4,636 +87 +2%
PI
349
PFG Investments
New York
$251K 4,625 +21 +0.5%
FL
350
Fort LP
Maryland
$250K 4,611 +4,611 New
12 13
14
15 16