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H&R Block
HRB

Overview Fund Activity

408 hedge funds and large institutions have $5.71B invested in H&R Block in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
408
Holders Change
+14
Holders Change %
+3.55%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
69
Increased
124
Reduced
141
Closed
51
Calls
$62.7M
Puts
$52.1M
Net Calls
+$10.6M
Net Calls Change
+$18.9M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$119M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$50.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$13.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$50.9M
5
Norges Bank
5
Norges Bank
Norway
$70.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$944M
3
Man Group
3
Man Group
United Kingdom
$28.8M
4
Invesco
4
Invesco
Georgia
$21.3M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$7.65M
Name Market Value Shares Shares
Change 		Shares
Change %
DZ Bank
426
DZ Bank
Germany
– – -23,782 Closed
GCM
427
Genus Capital Management
British Columbia, Canada
– – -23,500 Closed
SPA
428
Sherbrooke Park Advisers
New York
– – -22,400 Closed
Parallax Volatility Advisers
429
Parallax Volatility Advisers
California
– – -20,044 Closed
VF
430
Virtu Financial
New York
– – -19,595 Closed
TCM
431
Triumph Capital Management
Colorado
– – -18,391 Closed
DU
432
Delphia (USA)
Ontario, Canada
– – -17,991 Closed
BMCM
433
Burns Matteson Capital Management
New York
– – -16,305 Closed
ACM
434
Aquatic Capital Management
Illinois
– – -11,600 Closed
Connor, Clark & Lunn Investment Management (CC&L)
435
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -11,428 Closed
V
436
Veritable
Delaware
– – -10,893 Closed
KWILP
437
Kiwi Wealth Investments Limited Partnership
New Zealand
– – -10,392 Closed
1IA
438
1620 Investment Advisors
Massachusetts
– – -10,239 Closed
EFI
439
EHP Funds Inc
Canada
– – -9,600 Closed
LOAMU
440
Lombard Odier Asset Management (USA)
New York
– – -8,561 Closed
CC
441
Centiva Capital
New York
– – -8,085 Closed
GCM
442
Gladius Capital Management
Illinois
– – -7,993 Closed
Verition Fund Management
443
Verition Fund Management
Connecticut
– – -7,796 Closed
ASN
444
Advisory Services Network
Georgia
– – -7,737 Closed
ZF
445
Zhang Financial
Michigan
– – -7,631 Closed
IFU
446
iSAM Funds (UK)
United Kingdom
– – -7,594 Closed
AWM
447
Alterna Wealth Management
Texas
– – -6,784 Closed
QCM
448
Qsemble Capital Management
New York
– – -6,400 Closed
SRCM
449
Sage Rock Capital Management
New York
– – -4,400 Closed
TAIM
450
TD Ameritrade Investment Management
Nebraska
– – -2,623 Closed
15 16 17
18
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