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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 %
PMEF
426
Point72 Middle East FZE
United Arab Emirates
– -$618K -17,520 Closed
VIA
427
Vident Investment Advisory
Georgia
– -$590K -16,746 Closed
TCMG
428
TSP Capital Management Group
New Jersey
– -$546K -15,500 Closed
ESCM
429
Echo Street Capital Management
New York
– -$545K -15,472 Closed
PSC
430
Portman Square Capital
United Kingdom
– -$488K -13,834 Closed
Group One Trading
431
Group One Trading
Illinois
– -$466K -13,217 Closed
I
432
InceptionR
California
– -$447K -12,670 Closed
SAM
433
Strategy Asset Managers
California
– -$445K -12,635 Closed
IMC Chicago
434
IMC Chicago
Illinois
– -$413K -11,710 Closed
BHCM
435
Boulder Hill Capital Management
New York
– -$335K -9,500 Closed
BCM
436
BlueCrest Capital Management
Jersey
– -$300K -8,500 Closed
LFAS
437
Level Four Advisory Services
Texas
– -$251K -7,127 Closed
CAPTRUST Financial Advisors
438
CAPTRUST Financial Advisors
North Carolina
– -$251K -7,121 Closed
ATC
439
Argent Trust Co
Tennessee
– -$248K -7,031 Closed
AOWM
440
Alpha Omega Wealth Management
Virginia
– -$247K -7,011 Closed
CSS
441
Cubist Systematic Strategies
Connecticut
– -$240K -6,804 Closed
CA
442
Cetera Advisors
Colorado
– -$223K -6,317 Closed
MWPCG
443
Measured Wealth Private Client Group
New Hampshire
– -$221K -6,283 Closed
BFS
444
Bard Financial Services
Connecticut
– -$220K -6,250 Closed
JPMPWA
445
J.P. Morgan Private Wealth Advisors
California
– -$217K -6,157 Closed
FHA
446
Flagship Harbor Advisors
Massachusetts
– -$212K -6,000 Closed
CAN
447
Cetera Advisor Networks
California
– -$204K -5,779 Closed
First Manhattan
448
First Manhattan
New York
– -$176K -5,000 Closed
CF
449
Centaurus Financial
California
– -$144K -4,085 Closed
EI
450
Ellevest Inc
New York
– -$59K -1,673 Closed
15 16 17
18
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