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H&R Block
HRB

Overview Fund Activity

394 hedge funds and large institutions have $4.31B invested in H&R Block in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 161 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-26
Holders Change %
-6.19%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
52
Increased
115
Reduced
161
Closed
75
Calls
$27.7M
Puts
$36M
Net Calls
-$8.32M
Net Calls Change
-$27M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$211M
2
Citadel Advisors
2
Citadel Advisors
Florida
$61.5M
3
Millennium Management
3
Millennium Management
New York
$38.7M
4
Man Group
4
Man Group
United Kingdom
$20.8M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$92.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$121M
2
Bank of America
2
Bank of America
North Carolina
$17.5M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$16.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$26.7M
5
Boston Partners
5
Boston Partners
Massachusetts
$82.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$28.2M -$2.5M -78,390 -8%
Nuveen Asset Management
27
Nuveen Asset Management
Illinois
$27.9M +$7.65M +239,973 +38%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$26.7M -$32.5M -1,020,092 -55%
NW
29
NewEdge Wealth
Pennsylvania
$26.1M +$1.38M +43,380 +6%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$23.6M +$2.04M +64,075 +9%
RA
31
Royce & Associates
New York
$22M +$1.94M +61,000 +10%
Los Angeles Capital Management
32
Los Angeles Capital Management
California
$20.9M -$25.5M -801,277 -55%
Man Group
33
Man Group
United Kingdom
$20.8M +$20.8M +653,206 New
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$19.5M -$13M -406,863 -40%
Principal Financial Group
35
Principal Financial Group
Iowa
$18.4M -$873K -27,380 -5%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$17.7M +$1.06M +33,235 +6%
JAM
37
Jupiter Asset Management
United Kingdom
$17.5M -$10.5M -330,000 -38%
Bank of America
38
Bank of America
North Carolina
$17.5M -$38.5M -1,207,289 -69%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$16.4M -$135K -4,250 -0.8%
Robeco Institutional Asset Management
40
Robeco Institutional Asset Management
Netherlands
$16.4M -$33.2M -1,040,506 -67%
UBS AM
41
UBS AM
Illinois
$15.7M – – –
American Century Companies
42
American Century Companies
Missouri
$14.4M +$3.48M +109,039 +32%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$13.7M +$1.56M +48,871 +13%
Victory Capital Management
44
Victory Capital Management
Texas
$13M +$83.8K +2,629 +0.7%
Marshall Wace
45
Marshall Wace
United Kingdom
$12.4M +$12.4M +388,528 New
FBB
46
Fulton Breakefield Broenniman
Maryland
$11.8M -$3.74M -117,481 -24%
Swiss National Bank
47
Swiss National Bank
Switzerland
$10.6M -$127K -4,000 -1%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$9.7M +$1.73M +54,264 +22%
Retirement Systems of Alabama
49
Retirement Systems of Alabama
Alabama
$9.57M -$86.7K -2,720 -0.9%
UBS Group
50
UBS Group
Switzerland
$9.31M -$10.8M -337,902 -54%
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