HRB icon

H&R Block
HRB

Overview Fund Activity

546 hedge funds and large institutions have $6.67B invested in H&R Block in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 165 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+8
Holders Change %
+1.49%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
212
Reduced
165
Closed
66
Calls
$34.6M
Puts
$42.5M
Net Calls
-$7.85M
Net Calls Change
+$12.9M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$238M
2
Lazard Asset Management
Lazard Asset Management
New York
$137M
3
UBS Group
UBS Group
Switzerland
$43.5M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$248M
5
BTW
Boston Trust Walden
Massachusetts
$25.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$761M
2
Renaissance Technologies
Renaissance Technologies
New York
$3.16M
3
Victory Capital Management
Victory Capital Management
Texas
$3.94M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$107M
5
EGM
Engineers Gate Manager
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
401
Barnett & Company
Tennessee
$218K – – –
AAG
402
Armstrong Advisory Group
Massachusetts
$217K – – –
SCM
403
Stevens Capital Management
Pennsylvania
$214K +$214K +4,045 New
TWM
404
Thrive Wealth Management
Pennsylvania
$213K – – –
BC
405
Belmont Capital
California
$211K – – –
AF
406
Allworth Financial
California
$211K +$124K +2,322 +141%
AAM
407
Advisors Asset Management
Colorado
$209K +$65.5K +1,240 +46%
SAM
408
Strategy Asset Managers
California
$204K – – –
GRP
409
Global Retirement Partners
California
$204K +$40.5K +766 +25%
CRI
410
Colonial River Investments
Virginia
$204K +$14.2K +268 +7%
EWM
411
Empirical Wealth Management
Washington
$204K +$204K +3,853 New
AWM
412
Axxcess Wealth Management
California
$203K +$14.5K +274 +8%
PIM
413
Plato Investment Management
Australia
$202K +$194K +3,650 +2,226%
LAM
414
LECAP Asset Management
United Kingdom
$201K -$1.2M -22,647 -86%
QL
415
Quarry LP
New York
$196K +$196K +3,700 New
PAG
416
Paladin Advisory Group
Iowa
$189K – – –
CI Investments Inc
417
CI Investments Inc
Ontario, Canada
$160K +$5.18K +98 +3%
AAP
418
Arax Advisory Partners
Colorado
$146K +$76.9K +1,455 +112%
CIBC Private Wealth Group
419
CIBC Private Wealth Group
Georgia
$144K +$14.3K +263 +11%
Bessemer Group
420
Bessemer Group
New Jersey
$138K +$7.84K +148 +6%
S
421
SignatureFD
Georgia
$128K +$687 +13 +0.5%
CFFP
422
Center for Financial Planning
Michigan
$122K – – –
PTC
423
Private Trust Company
Ohio
$121K – – –
SIC
424
Salem Investment Counselors
North Carolina
$117K -$2.66K -50 -2%
MFG
425
Mendota Financial Group
Wisconsin
$116K +$116K +2,199 New
15 16
17
18 19