H&R Block
410 hedge funds and large institutions have $5.72B invested in H&R Block in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 126 increasing their positions, 141 reducing their positions, and 51 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
35% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 51
32% more capital invested
Capital invested by funds: $4.32B → $5.72B (+$1.4B)
20% more call options, than puts
Call options by funds: $62.7M | Put options by funds: $52.1M
4% more funds holding
Funds holding: 396 → 410 (+14)
1.49% more ownership
Funds ownership: 88.89% → 90.39% (+1.5%)
11% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 141
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$53.7M |
| 2 |
D.E. Shaw & Co
New York
|
+$20.7M |
| 3 |
Renaissance Technologies
New York
|
+$11.8M |
| 4 |
Goldman Sachs
New York
|
+$9.5M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$8.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$42.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.8M |
| 3 |
Man Group
London,
United Kingdom
|
-$24.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$14.5M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$14M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SRCM
451
Sage Rock Capital Management
New York
| – | -$140K | -4,400 | Closed |
|
|
TAIM
452
TD Ameritrade Investment Management
Omaha,
Nebraska
| – | -$84K | -2,623 | Closed |
|
|
SCM
453
Silvant Capital Management
Atlanta,
Georgia
| – | -$71.8K | -2,232 | Closed |
|
|
WP
454
WealthPLAN Partners
Omaha,
Nebraska
| – | -$47.5K | -1,490 | Closed |
|
|
QL
455
Quarry LP
New York
| – | -$41.1K | -1,290 | Closed |
|
|
HCA
456
Harbor Capital Advisors
Chicago,
Illinois
| – | -$9.82K | -308 | Closed |
|
457
Amundi
Paris,
France
| – | -$6.51K | -201 | Closed |
|
|
FBC
458
Fairfield, Bush & Co
Darien,
Connecticut
| – | -$5.86K | -184 | Closed |
|
459
Twin Tree Management
Dallas,
Texas
| – | -$2.47K | -67 | Closed |
|
|
DI
460
Disciplined Investments
Tulsa,
Oklahoma
| – | -$860 | -27 | Closed |
|
|
RI
461
Ridgewood Investments
Springfield,
New Jersey
| – | -$417 | -13 | Closed |
|
|
HI
462
Harbour Investments
Madison,
Wisconsin
| – | -$289 | -9 | Closed |
|
HRB Hedge Fund Activity: Q3 2023 in Review
410 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q3 2023, worth a combined $5.72B — up 32% from $4.32B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new HRB positions and 51 closed out — a net gain of 18 holders — while 126 added to existing stakes and 141 trimmed.
The largest buyer was Fuller & Thaler Asset Management, adding an estimated $53.7M. The largest seller was Millennium Management, cutting an estimated $42.4M.
- 410 institutional investors held H&R Block (HRB) as of Q3 2023, up from 396 in Q2 2023.
- Funds reported $5.72B of H&R Block stock for Q3 2023, up 32% quarter-over-quarter.
- 69 funds opened new H&R Block positions in Q3 2023 and 51 closed out, a net change of +18 holders.
- The largest H&R Block buyer in Q3 2023 was Fuller & Thaler Asset Management, an estimated $53.7M added.
- The largest H&R Block seller in Q3 2023 was Millennium Management, an estimated $42.4M sold.
Based on aggregated 13F filings for Q3 2023.