HRB icon

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 %
FFN
326
Focus Financial Network
Minnesota
$421K – – –
SAM
327
Shell Asset Management
Netherlands
$410K +$410K +6,456 New
CAG
328
Csenge Advisory Group
Florida
$406K -$3.23K -53 -0.8%
WI
329
WBI Investments
New Jersey
$403K +$403K +6,344 New
NC
330
nVerses Capital
Florida
$394K +$394K +6,200 New
HH
331
Hilltop Holdings
Texas
$393K +$393K +6,177 New
ProShare Advisors
332
ProShare Advisors
Maryland
$387K -$31.5K -496 -8%
TPCW
333
TD Private Client Wealth
New York
$386K +$108K +1,695 +39%
JF
334
Jump Financial
Illinois
$381K -$63.6K -1,000 -14%
P
335
&Partners
Tennessee
$381K +$381K +5,997 New
CG
336
Caprock Group
Idaho
$377K +$47.7K +746 +14%
Bank of Nova Scotia
337
Bank of Nova Scotia
Ontario, Canada
$376K -$82.5K -1,298 -18%
HSBC Holdings
338
HSBC Holdings
United Kingdom
$372K -$1.18M -18,501 -76%
National Bank of Canada
339
National Bank of Canada
Quebec, Canada
$371K -$25.7K -405 -6%
PNC
340
Park National Corp
Ohio
$367K -$17.9K -282 -5%
CFGS
341
Concourse Financial Group Securities
Alabama
$366K -$24K -375 -6%
RSWM
342
Robertson Stephens Wealth Management
California
$362K -$1.09K -17 -0.3%
KWM
343
Kingsview Wealth Management
Oregon
$360K +$26.1K +410 +8%
AL
344
Arnhold LLC
New York
$356K – – –
BCI
345
Brinker Capital Investments
Pennsylvania
$356K +$24K +378 +7%
OPS
346
Orion Portfolio Solutions
Nebraska
$356K +$24K +378 +7%
IWM
347
IHT Wealth Management
Illinois
$355K +$18.3K +288 +5%
BCM
348
Brown Capital Management
Maryland
$355K – – –
SCM
349
Shelton Capital Management
Colorado
$354K – – –
ACA
350
Affinity Capital Advisors
California
$353K +$31.8K +500 +10%
12 13
14
15 16