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H&R Block
HRB

Overview Fund Activity

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 Partners
Massachusetts
$238M
2
Lazard Asset Management
Lazard Asset Management
New York
$137M
3
UBS Group
UBS Group
Switzerland
$43.5M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$248M
5
BTW
Boston Trust Walden
Massachusetts
$25.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$761M
2
Renaissance Technologies
Renaissance Technologies
New York
$3.16M
3
Victory Capital Management
Victory Capital Management
Texas
$3.94M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$107M
5
EGM
Engineers Gate Manager
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
326
CWC Advisors
Oregon
$415K -$5.87K -111 -1%
KeyBank National Association
327
KeyBank National Association
Ohio
$414K -$92.6K -1,753 -18%
DWA
328
Dorsey Wright & Associates
California
$412K -$528 -10 -0.1%
CAPTRUST Financial Advisors
329
CAPTRUST Financial Advisors
North Carolina
$407K -$183K -3,462 -31%
AI
330
AdvisorShares Investments
Maryland
$402K +$402K +7,600 New
PCA
331
Pallas Capital Advisors
Massachusetts
$394K -$216K -4,087 -35%
SAG
332
SageView Advisory Group
California
$393K +$4.76K +90 +1%
URS
333
Utah Retirement Systems
Utah
$391K – – –
FHA
334
Flagship Harbor Advisors
Massachusetts
$382K -$8.09K -153 -2%
BCI
335
Brinker Capital Investments
Pennsylvania
$382K +$85.8K +1,623 +29%
OPS
336
Orion Portfolio Solutions
Nebraska
$382K +$85.8K +1,623 +29%
MLL
337
Moody Lynn & Lieberson
Massachusetts
$380K +$3.17K +60 +0.8%
MWM
338
MOKAN Wealth Management
Kansas
$370K +$370K +7,008 New
LA
339
Lindenwold Advisors
Pennsylvania
$369K +$77.3K +1,462 +26%
TPCW
340
TD Private Client Wealth
New York
$368K +$46.8K +885 +15%
AAS
341
Avantax Advisory Services
Texas
$365K +$13.7K +259 +4%
MFG
342
Merit Financial Group
Georgia
$362K +$362K +6,855 New
BTI
343
Blue Trust Inc
Georgia
$359K +$69.2K +1,310 +24%
HH
344
Hilltop Holdings
Texas
$357K +$30.6K +579 +9%
FFN
345
Focus Financial Network
Minnesota
$353K +$2.13K +40 +0.6%
PNC
346
Park National Corp
Ohio
$342K +$36.6K +693 +12%
CFGS
347
Concourse Financial Group Securities
Alabama
$342K +$36.5K +685 +12%
SAM
348
Shell Asset Management
Netherlands
$341K – – –
ProShare Advisors
349
ProShare Advisors
Maryland
$339K +$17.3K +327 +5%
BCM
350
Brown Capital Management
Maryland
$335K +$39.6K +750 +13%
12 13
14
15 16