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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 %
CAG
351
Csenge Advisory Group
Florida
$328K -$24.3K -460 -7%
Bank of Nova Scotia
352
Bank of Nova Scotia
Ontario, Canada
$326K +$13.8K +261 +4%
SG Americas Securities
353
SG Americas Securities
New York
$319K -$979K -18,517 -75%
TVAMP
354
Tennessee Valley Asset Management Partners
Tennessee
$311K +$311K +5,878 New
KBC Group
355
KBC Group
Belgium
$309K +$121K +2,281 +64%
SFI
356
Susquehanna Fundamental Investments
Pennsylvania
$306K +$306K +5,800 New
RSWM
357
Robertson Stephens Wealth Management
California
$303K +$1.81K +34 +0.6%
IWM
358
IHT Wealth Management
Illinois
$303K +$8.03K +152 +3%
KWM
359
Kingsview Wealth Management
Oregon
$299K -$370 -7 -0.1%
ACA
360
Affinity Capital Advisors
California
$298K – – –
AL
361
Arnhold LLC
New York
$296K – – –
JSW
362
Journey Strategic Wealth
New Jersey
$293K +$293K +5,549 New
PCG
363
Prosperity Consulting Group
Maryland
$293K +$2.38K +45 +0.8%
ECM
364
EMC Capital Management
Texas
$291K -$164K -3,101 -36%
MLA
365
My Legacy Advisors
Oregon
$284K +$19.9K +359 +8%
GCM
366
Gallacher Capital Management
Colorado
$282K -$3.12K -59 -1%
KRSITF
367
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$281K +$281K +9,677 New
SCM
368
Shelton Capital Management
Colorado
$278K -$16.1K -304 -5%
WT
369
Washington Trust
Rhode Island
$269K – – –
RBI
370
Raiffeisen Bank International
Austria
$267K +$267K +5,114 New
CS
371
Cannell & Spears
New York
$266K -$98.5K -1,865 -27%
REMPR
372
Roof Eidam Maycock Peralta (REMP)
California
$264K – – –
LIA
373
LBMC Investment Advisors
Tennessee
$264K – – –
BFS
374
Bard Financial Services
Connecticut
$264K – – –
EHC
375
Everett Harris & Co
California
$264K +$264K +5,000 New
13 14
15
16 17