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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 %
ADL
376
Asset Dedication LLC
California
$1K – – –
FMP
377
Financial Management Professionals
Texas
$1K – – –
CA
378
Centerpoint Advisors
Massachusetts
$1K – – –
AF
379
Advisornet Financial
Minnesota
$988 +$892 +28 +933%
DI
380
Disciplined Investments
Oklahoma
$860 – – –
FHA
381
First Horizon Advisors
Tennessee
$797 – – –
SIC
382
SJS Investment Consulting
Ohio
$765 +$32 +1 +4%
KHC
383
Koesten Hirschmann & Crabtree
Kansas
$638 – – –
VWM
384
Venturi Wealth Management
Texas
$606 +$606 +19 New
VCM
385
Versant Capital Management
Arizona
$542 +$159 +5 +42%
CTA
386
Colonial Trust Advisors
South Carolina
$446 – – –
RI
387
Ridgewood Investments
New Jersey
$417 – – –
CAS
388
Coppell Advisory Solutions
Texas
$384 +$384 +12 New
GWS
389
Glassman Wealth Services
Virginia
$351 – – –
CHA
390
Carmichael Hill & Associates
Maryland
$329 – – –
HI
391
Harbour Investments
Wisconsin
$289 -$45.1K -1,404 -99%
HI
392
Horizon Investments
North Carolina
$223 +$223 +7 New
ECM
393
EMC Capital Management
Texas
$221 -$40 -1,337 -15%
TWP
394
TFO Wealth Partners
Ohio
$96 – – –
Comerica Bank
395
Comerica Bank
Texas
$10 +$10 +7,096 New
CS
396
Candriam SCA
Luxembourg
– -$8.39M -258,483 Closed
DWA
397
Dorsey Wright & Associates
California
– -$6.24M -177,053 Closed
AM
398
AGF Management
Ontario, Canada
– -$3.27M -92,746 Closed
E
399
Ergoteles
New York
– -$2.84M -80,538 Closed
EF
400
Empowered Funds
Pennsylvania
– -$2.58M -73,276 Closed
14 15
16
17 18