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H&R Block
HRB

Overview Fund Activity

394 hedge funds and large institutions have $4.31B invested in H&R Block in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 161 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-26
Holders Change %
-6.19%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
52
Increased
115
Reduced
161
Closed
75
Calls
$27.7M
Puts
$36M
Net Calls
-$8.32M
Net Calls Change
-$27M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$211M
2
Citadel Advisors
Citadel Advisors
Florida
$61.5M
3
Millennium Management
Millennium Management
New York
$38.7M
4
Man Group
Man Group
United Kingdom
$20.8M
5
AQR Capital Management
AQR Capital Management
Connecticut
$92.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$121M
2
Bank of America
Bank of America
North Carolina
$17.5M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$16.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$26.7M
5
Boston Partners
Boston Partners
Massachusetts
$82.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
351
Northwestern Mutual Wealth Management
Wisconsin
$6.63K -$32 -1 -0.5%
Amundi
352
Amundi
France
$6.51K -$21.2K -656 -77%
CSC
353
Caldwell Sutter Capital
California
$6.37K – – –
SPIA
354
Steward Partners Investment Advisory
New York
$6.15K – – –
FBC
355
Fairfield, Bush & Co
Connecticut
$5.86K +$5.86K +184 New
BIA
356
Bell Investment Advisors
California
$5.83K +$1.21K +38 +26%
CFD
357
Creative Financial Designs
Indiana
$4.78K – – –
AWM
358
Abound Wealth Management
Tennessee
$4.78K – – –
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$4.49K +$765 +24 +21%
ACA
360
Atlas Capital Advisors
Wyoming
$4.3K -$60.3K -1,891 -93%
EARNEST Partners
361
EARNEST Partners
Georgia
$3.79K – – –
LF
362
Lee Financial
Texas
$3.64K – – –
JWA
363
JFS Wealth Advisors
Pennsylvania
$3.41K – – –
AFS
364
Annapolis Financial Services
Maryland
$2.74K – – –
Kayne Anderson Rudnick Investment Management
365
Kayne Anderson Rudnick Investment Management
California
$2.2K +$1.69K +53 +331%
Twin Tree Management
366
Twin Tree Management
Texas
$2.14K -$519K -16,279 -100%
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$2.1K – – –
ME
368
McIlrath & Eck
Washington
$1.91K – – –
HCP
369
Hexagon Capital Partners
Arkansas
$1.85K -$1.98K -62 -52%
FFA
370
Farther Finance Advisors
California
$1.75K – – –
FCAG
371
First Capital Advisors Group
New Jersey
$1.66K +$1.66K +52 New
CSPIA
372
Cary Street Partners Investment Advisory
Virginia
$1.59K – – –
GI
373
Gradient Investments
Minnesota
$1.37K +$1.37K +43 New
CCP
374
Cunning Capital Partners
North Carolina
$1.2K -$1.33M -37,575 Closed
EWA
375
EverSource Wealth Advisors
Alabama
$1.05K -$893 -28 -46%
13 14
15
16 17