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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 %
ME
451
McIlrath & Eck
Washington
$2.95K – – –
PP
452
Pingora Partners
Wyoming
$2.7K +$2.7K +55 New
Kayne Anderson Rudnick Investment Management
453
Kayne Anderson Rudnick Investment Management
California
$2.6K -$786 -16 -23%
FHA
454
First Horizon Advisors
Tennessee
$2.6K – – –
FFO
455
Fortitude Family Office
Arizona
$2.55K -$1.03K -21 -29%
AGWCA
456
Annis Gardner Whiting Capital Advisors
Florida
$2.23K – – –
FMP
457
Financial Management Professionals
Texas
$2K – – –
GA
458
GoalVest Advisory
New York
$1.96K -$982 -20 -33%
SFA
459
Semmax Financial Advisors
North Carolina
$1.67K +$52 +1 +3%
PCMC
460
Planning Capital Management Corporation
Pennsylvania
$1.62K +$1.62K +33 New
SIC
461
SJS Investment Consulting
Ohio
$1.57K -$98 -2 -6%
TAM
462
Tucker Asset Management
Colorado
$1.33K +$1.33K +27 New
HI
463
Horizon Investments
North Carolina
$1.23K +$540 +11 +79%
A
464
AlphaQuest
New York
$1.23K +$1.23K +25 New
DPW
465
DiNuzzo Private Wealth
Pennsylvania
$1.13K – – –
AWM
466
Avior Wealth Management
Nebraska
$1.13K +$1.13K +23 New
ADL
467
Asset Dedication LLC
California
$1K – – –
KHC
468
Koesten Hirschmann & Crabtree
Kansas
$983 – – –
VCM
469
Versant Capital Management
Arizona
$835 – – –
AF
470
Advisornet Financial
Minnesota
$737 -$1.23K -25 -63%
GI
471
Gradient Investments
Minnesota
$638 – – –
CPG
472
Cornerstone Planning Group
New Jersey
$476 – – –
DWA
473
Delos Wealth Advisors
Texas
$442 +$442 +9 New
MAWCM
474
Mine & Arao Wealth Creation & Management
California
$393 +$393 +8 New
OP
475
ORG Partners
Indiana
$314 +$314 +6 New
17 18
19
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