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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 %
WBC
401
Westpac Banking Corp
Australia
– -$2.36M -67,045 Closed
QC
402
Quantedge Capital
Singapore
– -$2.13M -60,546 Closed
HIM
403
Hanlon Investment Management
New Jersey
– -$1.83M -51,778 Closed
DADC
404
D.A. Davidson & Co
Montana
– -$1.82M -51,715 Closed
RIM
405
Redwood Investment Management
Arizona
– -$1.56M -44,239 Closed
WG
406
Winton Group
United Kingdom
– -$1.5M -42,451 Closed
JF
407
Jump Financial
Illinois
– -$1.43M -40,438 Closed
GF
408
Gabelli Funds
New York
– -$1.41M -40,000 Closed
IG
409
ING Group
Netherlands
– -$1.36M -38,600 Closed
TC
410
TwinBeech Capital
New York
– -$1.32M -37,517 Closed
Walleye Trading
411
Walleye Trading
New York
– -$1.19M -33,837 Closed
EC
412
Estate Counselors
Wisconsin
– -$1.18M -33,400 Closed
PI
413
PEAK6 Investments
Illinois
– -$1.14M -32,382 Closed
SA
414
Shilanski & Associates
Alaska
– -$1.09M -31,565 Closed
MC
415
Maverick Capital
Texas
– -$1.01M -28,712 Closed
JFG
416
Jefferies Financial Group
New York
– -$992K -28,155 Closed
BC
417
Bridgefront Capital
Texas
– -$986K -27,980 Closed
AFG
418
Atomi Financial Group
New York
– -$888K -25,197 Closed
Point72 Asset Management
419
Point72 Asset Management
Connecticut
– -$831K -23,574 Closed
EP
420
Edgestream Partners
New Jersey
– -$812K -23,028 Closed
FC
421
FORA Capital
Florida
– -$793K -22,490 Closed
SEC
422
Seven Eight Capital
New York
– -$742K -21,050 Closed
IA
423
Inspire Advisors
Idaho
– -$714K -20,261 Closed
DA
424
Duality Advisers
Florida
– -$678K -19,234 Closed
BAM
425
Blueshift Asset Management
New Jersey
– -$648K -18,374 Closed
15 16
17
18 19