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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 %
OIA
376
OneDigital Investment Advisors
Kansas
$284K -$10.4K -163 -4%
RFG
377
Range Financial Group
Oregon
$280K -$658K -10,347 -70%
BFG
378
Bleakley Financial Group
New Jersey
$279K +$4.64K +73 +2%
EBA
379
Eagle Bay Advisors
New York
$273K +$3.58K +56 +1%
DCM
380
DGS Capital Management
New Jersey
$270K +$18.9K +298 +8%
EWA
381
EP Wealth Advisors
California
$270K +$14K +221 +5%
BBHC
382
Brown Brothers Harriman & Co
New York
$266K – – –
WW
383
Westshore Wealth
California
$265K -$9.28K -146 -3%
BCV
384
Banque Cantonale Vaudoise
Switzerland
$262K +$101K +1,586 +62%
BC
385
Barnett & Company
Tennessee
$262K – – –
AAG
386
Armstrong Advisory Group
Massachusetts
$261K – – –
MAM
387
Martingale Asset Management
Massachusetts
$258K +$1.21K +19 +0.5%
CIBC Asset Management
388
CIBC Asset Management
Ontario, Canada
$257K +$8.96K +141 +4%
TWM
389
Thrive Wealth Management
Pennsylvania
$257K – – –
PA
390
Profund Advisors
Maryland
$256K -$1.46K -23 -0.6%
BC
391
Belmont Capital
California
$254K – – –
ACM
392
AlphaStar Capital Management
North Carolina
$251K +$251K +3,945 New
SAM
393
Strategy Asset Managers
California
$246K +$246K +3,864 New
HCA
394
Hyperion Capital Advisors
New York
$241K +$241K +3,800 New
NLP
395
Next Level Private
New York
$239K +$1.4K +22 +0.6%
GF
396
Gries Financial
Ohio
$233K -$5.97K -94 -3%
VFA
397
Valeo Financial Advisors
Indiana
$231K +$231K +3,634 New
CRI
398
Colonial River Investments
Virginia
$228K +$228K +3,592 New
PAG
399
Paladin Advisory Group
Iowa
$228K – – –
AWM
400
Axxcess Wealth Management
California
$227K +$227K +3,572 New
14 15
16
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