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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 %
KBC Group
401
KBC Group
Belgium
$226K -$954K -15,024 -81%
PA
402
Prossimo Advisors
California
$226K +$226K +3,550 New
THCM
403
Taylor Hoffman Capital Management
Virginia
$225K +$225K +3,772 New
VVP
404
Venture Visionary Partners
Ohio
$222K +$222K +3,500 New
MYAM
405
Meiji Yasuda Asset Management
Japan
$218K +$218K +3,435 New
AFCM
406
Applied Finance Capital Management
Puerto Rico
$215K +$215K +3,380 New
HAG
407
HighPoint Advisor Group
Illinois
$213K +$213K +3,571 New
FFM
408
Forum Financial Management
Illinois
$208K +$208K +3,271 New
Rafferty Asset Management
409
Rafferty Asset Management
New York
$205K +$205K +3,218 New
DFCM
410
Dark Forest Capital Management
Puerto Rico
$204K +$204K +3,217 New
PA
411
Pinnacle Associates
New York
$204K – – –
PP
412
Paloma Partners
Connecticut
$204K +$204K +3,212 New
TNBTD
413
Trustmark National Bank Trust Department
Mississippi
$203K +$203K +3,201 New
KFS
414
Kaizen Financial Strategies
California
$203K +$203K +3,199 New
Lido Advisors
415
Lido Advisors
California
$203K +$203K +3,197 New
ECM
416
Evergreen Capital Management
Washington
$203K +$203K +3,175 New
WIA
417
World Investment Advisors
California
$201K +$201K +3,165 New
GRP
418
Global Retirement Partners
California
$197K +$41.2K +648 +26%
TRCT
419
Tower Research Capital (TRC)
New York
$197K -$151K -2,381 -43%
CI Investments Inc
420
CI Investments Inc
Ontario, Canada
$186K +$34.5K +544 +23%
AAM
421
Advisors Asset Management
Colorado
$172K +$110K +1,730 +176%
WSFS
422
Wilmington Savings Fund Society
Delaware
$169K +$169K +2,661 New
Bessemer Group
423
Bessemer Group
New Jersey
$156K +$13.8K +218 +10%
S
424
SignatureFD
Georgia
$153K – – –
CIBC Private Wealth Group
425
CIBC Private Wealth Group
Georgia
$151K +$9.98K +157 +7%
15 16
17
18 19