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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
$138M
2
WCM
Wedge Capital Management
North Carolina
$49.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$71.8M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$266M
5
Truist Financial
Truist Financial
North Carolina
$41.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$148M
3
Citadel Advisors
Citadel Advisors
Florida
$14.6M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
5
Goldman Sachs
Goldman Sachs
New York
$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
351
Lindenwold Advisors
Pennsylvania
$351K +$351K +5,523 New
PCG
352
Prosperity Consulting Group
Maryland
$349K +$349K +5,491 New
GCM
353
Gallacher Capital Management
Colorado
$342K -$88.8K -1,398 -21%
VA
354
Vident Advisory
Georgia
$335K -$787K -12,386 -70%
WT
355
Washington Trust
Rhode Island
$324K – – –
WIC
356
Woodmont Investment Counsel
Tennessee
$320K – – –
REMPR
357
Roof Eidam Maycock Peralta (REMP)
California
$318K – – –
LIA
358
LBMC Investment Advisors
Tennessee
$318K – – –
BFS
359
Bard Financial Services
Connecticut
$318K – – –
CCM
360
Coldstream Capital Management
Washington
$309K +$12.6K +198 +4%
IB
361
Intrust Bank
Kansas
$307K – – –
GIA
362
Guyasuta Investment Advisors
Pennsylvania
$305K – – –
PAG
363
Private Advisor Group
New Jersey
$305K -$96.4K -1,517 -24%
MLA
364
My Legacy Advisors
Oregon
$303K -$61K -960 -17%
CT
365
ClearAlpha Technologies
Connecticut
$300K -$90.2K -1,420 -23%
UB
366
UMB Bank
Missouri
$299K +$22.2K +349 +8%
BTI
367
Blue Trust Inc
Georgia
$297K +$66.1K +1,219 +29%
GC
368
Globeflex Capital
California
$296K – – –
LFAS
369
Level Four Advisory Services
Texas
$296K -$119 -2 -0%
PI
370
PFG Investments
New York
$295K +$1.14K +18 +0.4%
FL
371
Fort LP
Maryland
$294K +$1.08K +17 +0.4%
SCI
372
Silver Coast Investments
United States
$291K +$291K +4,576 New
FTWA
373
Fifth Third Wealth Advisors
Ohio
$288K -$13K -205 -4%
NI
374
NDVR Inc
Massachusetts
$287K +$12.2K +192 +4%
1IA
375
1620 Investment Advisors
Massachusetts
$286K -$249K -3,921 -47%
13 14
15
16 17