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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
+$74.4M
2
WCM
Wedge Capital Management
North Carolina
+$46.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$41.9M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$40.7M
5
Truist Financial
Truist Financial
North Carolina
+$40.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$127M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$65.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$36.6M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$35.7M
5
Goldman Sachs
Goldman Sachs
New York
-$34.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
426
Gladius Capital Management
Illinois
$147K -$378K -5,946 -72%
CFFP
427
Center for Financial Planning
Michigan
$146K – – –
PTC
428
Private Trust Company
Ohio
$145K – – –
SIC
429
Salem Investment Counselors
North Carolina
$144K +$3.2K +50 +2%
ECM
430
EMC Capital Management
Texas
$136K +$49K +3,101 +56%
NSIM
431
North Star Investment Management
Illinois
$126K +$64 +1 +0.1%
CPA
432
Capital Performance Advisors
California
$121K +$121K +1,898 New
FDCDDQ
433
Federation des caisses Desjardins du Quebec
Quebec, Canada
$105K – – –
LC
434
Lindbrook Capital
California
$105K – – –
AF
435
Allworth Financial
California
$105K -$52.7K -829 -33%
Mirae Asset Global ETFs Holdings
436
Mirae Asset Global ETFs Holdings
Hong Kong
$94.6K -$19.7K -309 -17%
PA
437
Parallel Advisors
California
$90.6K +$33.7K +530 +59%
Walleye Capital
438
Walleye Capital
New York
$87.5K -$236K -3,710 -73%
HNB
439
Huntington National Bank
Ohio
$85.5K +$27.3K +429 +47%
AAP
440
Arax Advisory Partners
Colorado
$82.6K +$18.9K +298 +30%
AssetMark Inc
441
AssetMark Inc
California
$82.5K +$69.6K +1,095 +542%
QCG
442
Quadrant Capital Group
Ohio
$81K +$254 +4 +0.3%
RFS
443
Richardson Financial Services
Massachusetts
$80K – – –
C
444
Covestor
United Kingdom
$77K -$42K -664 -35%
HPC
445
HM Payson & Co
Maine
$73.1K – – –
SRCM
446
Sage Rock Capital Management
New York
$69.9K +$69.9K +1,100 New
Nomura Asset Management
447
Nomura Asset Management
Japan
$69.3K – – –
CA
448
Continuum Advisory
Idaho
$65.9K +$887 +15 +1%
GM
449
GeoWealth Management
Illinois
$54.8K +$54.8K +862 New
AIC
450
Archer Investment Corporation
Indiana
$50.8K – – –
16 17
18
19 20