HRB icon

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 %
BTI
376
Blue Trust Inc
Georgia
$209K 4,263 +1,271 +42%
THWM
377
Taylor Hoffman Wealth Management
Virginia
$206K 3,772 +3,772 New
GF
378
Gries Financial
Ohio
$204K 3,758 +3,758 New
NLP
379
Next Level Private
New York
$203K 3,735 -673 -15%
EWM
380
Empirical Wealth Management
Washington
$202K 3,718 +3,718 New
IA
381
IFP Advisors
Florida
$201K 3,705 +2,641 +248%
PAG
382
Paladin Advisory Group
Iowa
$196K 3,584 – –
AF
383
Allworth Financial
California
$138K 2,475 -48 -2%
BCV
384
Banque Cantonale Vaudoise
Switzerland
$138K 2,538 +142 +6%
GRP
385
Global Retirement Partners
California
$133K 2,449 +5 +0.2%
S
386
SignatureFD
Georgia
$130K 2,402 -1,107 -32%
CI Investments Inc
387
CI Investments Inc
Ontario, Canada
$129K 2,385 -332 -12%
Parallax Volatility Advisers
388
Parallax Volatility Advisers
California
$127K 2,339 +2,339 New
CFFP
389
Center for Financial Planning
Michigan
$125K 2,303 – –
PTC
390
Private Trust Company
Ohio
$124K 2,283 – –
Bessemer Group
391
Bessemer Group
New Jersey
$122K 2,240 – –
SIC
392
Salem Investment Counselors
North Carolina
$120K 2,200 -200 -8%
CIBC Private Wealth Group
393
CIBC Private Wealth Group
Georgia
$119K 2,226 – –
NSIM
394
North Star Investment Management
Illinois
$107K 1,978 +1 +0.1%
C
395
Covestor
United Kingdom
$102K 1,882 +111 +6%
Mirae Asset Global ETFs Holdings
396
Mirae Asset Global ETFs Holdings
Hong Kong
$96.4K 1,797 +1,797 New
FDCDDQ
397
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90K 1,660 -210 -11%
LC
398
Lindbrook Capital
California
$90K 1,659 +60 +4%
QL
399
Quarry LP
New York
$84.9K 1,565 +1,565 New
RFS
400
Richardson Financial Services
Massachusetts
$80K 1,476 -25 -2%
14 15
16
17 18