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H&R Block
HRB

Overview Fund Activity

478 hedge funds and large institutions have $6.27B invested in H&R Block in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 178 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+13
Holders Change %
+2.8%
% of All Funds
6.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
63
Increased
152
Reduced
178
Closed
46
Calls
$75.6M
Puts
$53.6M
Net Calls
+$22M
Net Calls Change
+$23.8M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$229M
2
Squarepoint
Squarepoint
New York
$41.1M
3
Boston Partners
Boston Partners
Massachusetts
$161M
4
Citadel Advisors
Citadel Advisors
Florida
$74M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$155M

Top Sellers

1
BlackRock
BlackRock
New York
$817M
2
Morgan Stanley
Morgan Stanley
New York
$55.2M
3
HighTower Advisors
HighTower Advisors
Illinois
$951K
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.02B
5
AQR Capital Management
AQR Capital Management
Connecticut
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
426
AssetMark Inc
California
$9.25K -$34.1K -692 -79%
BIA
427
Bell Investment Advisors
California
$8.69K +$835 +17 +11%
VWM
428
Venturi Wealth Management
Texas
$8.35K +$2.55K +52 +44%
LFA
429
LGT Financial Advisors
Texas
$8.2K – – –
FWM
430
FSA Wealth Management
Massachusetts
$8.2K – – –
PIM
431
Plato Investment Management
Australia
$8.05K – – –
SPIA
432
Steward Partners Investment Advisory
New York
$7.37K – – –
CFD
433
Creative Financial Designs
Indiana
$7.37K – – –
WIA
434
Wetzel Investment Advisors
Indiana
$7.03K +$2.05K +44 +41%
ACA
435
Atlas Capital Advisors
Wyoming
$6.63K -$60.3K -1,228 -90%
MPWT
436
MassMutual Private Wealth & Trust
Connecticut
$6.43K – – –
JWA
437
JFS Wealth Advisors
Pennsylvania
$6.39K -$49 -1 -0.8%
LI
438
LRI Investments
Florida
$5.94K +$5.94K +121 New
SC
439
SouthState Corp
Florida
$5.65K +$5.65K +115 New
FFA
440
Frazier Financial Advisors
Ohio
$5.3K +$688 +14 +15%
CPG
441
Custom Portfolio Group
Colorado
$4.94K – – –
ETC
442
Exchange Traded Concepts
Oklahoma
$4.08K -$21.4K -435 -84%
W
443
WealthCollab
Washington
$3.83K – – –
HI
444
Harbour Investments
Wisconsin
$3.73K – – –
AS
445
Altshuler Shaham
Israel
$3.73K +$3.73K +76 New
Mitsubishi UFJ Asset Management
446
Mitsubishi UFJ Asset Management
Japan
$3.68K – – –
BWL
447
Bogart Wealth LLC
Virginia
$3.24K – – –
AFWM
448
Abich Financial Wealth Management
Virginia
$3.05K +$2.7K +55 +786%
VF
449
VitalStone Financial
Texas
$3K +$3K +56 New
FMII
450
Farmers & Merchants Investments Inc
Nebraska
$3K -$246 -5 -8%
16 17
18
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