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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 %
BWM
351
BCS Wealth Management
Tennessee
$250K 4,611 – –
TPCW
352
TD Private Client Wealth
New York
$238K 4,381 +366 +9%
UB
353
UMB Bank
Missouri
$236K 4,350 +54 +1%
NI
354
NDVR Inc
Massachusetts
$234K 4,323 -7 -0.2%
WW
355
Westshore Wealth
California
$234K 4,320 -83 -2%
BFG
356
Bleakley Financial Group
New Jersey
$234K 4,319 -1,516 -26%
SW
357
Simplicity Wealth
New Jersey
$234K 4,319 -1,510 -26%
OAC
358
OMERS Administration Corp
Ontario, Canada
$233K 4,300 +4,300 New
GIA
359
Guyasuta Investment Advisors
Pennsylvania
$232K 4,800 – –
EBA
360
Eagle Bay Advisors
New York
$230K 4,220 -815 -16%
PA
361
Pinnacle Associates
New York
$229K 4,221 -106 -2%
BBHC
362
Brown Brothers Harriman & Co
New York
$227K 4,180 +4,180 New
BC
363
Barnett & Company
Tennessee
$223K 4,120 – –
AAG
364
Armstrong Advisory Group
Massachusetts
$223K 4,110 – –
FPAS
365
Focus Partners Advisor Solutions
Missouri
$220K 4,061 +4,061 New
PA
366
Profund Advisors
Maryland
$219K 4,047 -1,471 -27%
MAM
367
Martingale Asset Management
Massachusetts
$219K 4,040 -767 -16%
TWM
368
Thrive Wealth Management
Pennsylvania
$219K 4,040 +4,040 New
HFM
369
Harvest Fund Management
China
$219K 4,043 +4,043 New
EWA
370
EP Wealth Advisors
California
$218K 4,024 -122 -3%
BC
371
Belmont Capital
California
$217K 4,000 – –
DCM
372
DGS Capital Management
New Jersey
$214K 3,953 +3,953 New
RPGK
373
Retirement Planning Group (Kansas)
Kansas
$213K 3,931 +3,931 New
SAM
374
Smartleaf Asset Management
Massachusetts
$212K 3,967 -31 -0.8%
CIBC Asset Management
375
CIBC Asset Management
Ontario, Canada
$211K 3,900 -307 -7%
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15
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