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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
$138M
2
WCM
Wedge Capital Management
North Carolina
$49.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$71.8M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$266M
5
Truist Financial
Truist Financial
North Carolina
$41.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$148M
3
Citadel Advisors
Citadel Advisors
Florida
$14.6M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
5
Goldman Sachs
Goldman Sachs
New York
$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
451
Valley National Advisers
Pennsylvania
$50K – – –
VCM
452
Versant Capital Management
Arizona
$49.4K +$3.5K +55 +8%
FF
453
Friedenthal Financial
New Jersey
$49.1K +$49.1K +773 New
VWM
454
Venturi Wealth Management
Texas
$47.3K +$5.08K +80 +12%
TWD
455
True Wealth Design
Ohio
$46.7K -$1.09M -17,221 -96%
NL
456
NVWM LLC
Pennsylvania
$43K – – –
PCM
457
Penserra Capital Management
California
$41K +$444 +7 +1%
HCA
458
Harbor Capital Advisors
Illinois
$40K +$40K +637 New
PP
459
PrairieView Partners
Minnesota
$38K – – –
MG
460
Mather Group
Illinois
$36.6K – – –
BF
461
BOK Financial
Oklahoma
$36.4K – – –
AP
462
Atwood & Palmer
Missouri
$36.2K – – –
TSMHT
463
Thurston Springer Miller Herd & Titak
Indiana
$34.9K +$34.9K +549 New
DWM
464
Darwin Wealth Management
Florida
$34.3K +$34.3K +539 New
PFBT
465
Parkside Financial Bank & Trust
Missouri
$32.7K +$1.02K +16 +3%
SAM
466
Smartleaf Asset Management
Massachusetts
$32.5K -$220K -3,456 -87%
TLA
467
Tanglewood Legacy Advisors
Texas
$31.8K – – –
BWL
468
Bogart Wealth LLC
Virginia
$29.6K +$25.4K +400 +606%
CTWM
469
Cherry Tree Wealth Management
Minnesota
$28.5K – – –
GIA
470
GHP Investment Advisors
Colorado
$27.7K +$127 +2 +0.5%
LWA
471
Lowe Wealth Advisors
Maryland
$25.8K – – –
SPIA
472
Steward Partners Investment Advisory
New York
$25.7K +$14.9K +234 +138%
GI
473
GAMMA Investing
California
$25.4K +$2.16K +34 +9%
EB
474
Eastern Bank
Massachusetts
$25.4K +$25.4K +400 New
RA
475
Rise Advisors
New York
$25.3K +$127 +2 +0.5%
17 18
19
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