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H&R Block
HRB

480 hedge funds and large institutions have $6.29B invested in H&R Block in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $53.6M

37% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 46

3.37% more ownership

Funds ownership: 88.48% → 91.85% (+3.4%)

3% more funds holding

Funds holding: 467 → 480 (+13)

2% more capital invested

Capital invested by funds: $6.16B → $6.29B (+$125M)

16% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 180

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
480
Holders Change
+13
Holders Change %
+2.78%
% of All Funds
6.91%
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
180
Closed
46
Calls
$75.6M
Puts
$53.6M
Net Calls
+$22M
Net Calls Change
+$23.8M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$41.8M
2
Squarepoint
Squarepoint
New York
+$38.7M
3
Boston Partners
Boston Partners
Massachusetts
+$36.1M
4
Citadel Advisors
Citadel Advisors
Florida
+$34.7M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$25.5M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$59.5M
2
Morgan Stanley
Morgan Stanley
New York
-$45.7M
3
HighTower Advisors
HighTower Advisors
Illinois
-$44.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$37.9M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$36.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
451
VitalStone Financial
Texas
$3K +$2.66K +56 New
FMII
452
Farmers & Merchants Investments Inc
Nebraska
$3K -$238 -5 -8%
ME
453
McIlrath & Eck
Washington
$2.95K – – –
PP
454
Pingora Partners
Wyoming
$2.7K +$2.61K +55 New
Kayne Anderson Rudnick Investment Management
455
Kayne Anderson Rudnick Investment Management
California
$2.6K -$760 -16 -23%
FHA
456
First Horizon Advisors
Tennessee
$2.6K – – –
FFO
457
Fortitude Family Office
Arizona
$2.55K -$998 -21 -29%
AGWCA
458
Annis Gardner Whiting Capital Advisors
Florida
$2.23K – – –
FMP
459
Financial Management Professionals
Texas
$2K – – –
GA
460
GoalVest Advisory
New York
$1.96K -$950 -20 -33%
SFA
461
Semmax Financial Advisors
North Carolina
$1.67K +$48 +1 +3%
PCMC
462
Planning Capital Management Corporation
Pennsylvania
$1.62K +$1.57K +33 New
SIC
463
SJS Investment Consulting
Ohio
$1.57K -$95 -2 -6%
TAM
464
Tucker Asset Management
Colorado
$1.33K +$1.28K +27 New
HI
465
Horizon Investments
North Carolina
$1.23K +$523 +11 +79%
A
466
AlphaQuest
New York
$1.23K +$1.19K +25 New
DPW
467
DiNuzzo Private Wealth
Pennsylvania
$1.13K – – –
AWM
468
Avior Wealth Management
Nebraska
$1.13K +$1.09K +23 New
ADL
469
Asset Dedication LLC
California
$1K – – –
KHC
470
Koesten Hirschmann & Crabtree
Kansas
$983 – – –
VCM
471
Versant Capital Management
Arizona
$835 – – –
AF
472
Advisornet Financial
Minnesota
$737 -$1.19K -25 -63%
GI
473
Gradient Investments
Minnesota
$638 – – –
CPG
474
Cornerstone Planning Group
New Jersey
$476 – – –
DWA
475
Delos Wealth Advisors
Texas
$442 +$428 +9 New
17 18
19
20 21

HRB Hedge Fund Activity: Q1 2024 in Review

480 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q1 2024, worth a combined $6.29B — up 2% from $6.16B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new HRB positions and 46 closed out — a net gain of 17 holders — while 152 added to existing stakes and 180 trimmed.

The largest buyer was Charles Schwab, adding an estimated $41.8M. The largest seller was BlackRock, cutting an estimated $59.5M.

  • 480 institutional investors held H&R Block (HRB) as of Q1 2024, up from 467 in Q4 2023.
  • Funds reported $6.29B of H&R Block stock for Q1 2024, up 2% quarter-over-quarter.
  • 63 funds opened new H&R Block positions in Q1 2024 and 46 closed out, a net change of +17 holders.
  • The largest H&R Block buyer in Q1 2024 was Charles Schwab, an estimated $41.8M added.
  • The largest H&R Block seller in Q1 2024 was BlackRock, an estimated $59.5M sold.

Based on aggregated 13F filings for Q1 2024.