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H&R Block
HRB

Overview Fund Activity

408 hedge funds and large institutions have $5.71B invested in H&R Block in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
408
Holders Change
+14
Holders Change %
+3.55%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
69
Increased
124
Reduced
141
Closed
51
Calls
$62.7M
Puts
$52.1M
Net Calls
+$10.6M
Net Calls Change
+$18.9M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$119M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$50.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$13.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$50.9M
5
Norges Bank
5
Norges Bank
Norway
$70.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$944M
3
Man Group
3
Man Group
United Kingdom
$28.8M
4
Invesco
4
Invesco
Georgia
$21.3M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$7.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$38.9M 902,328 +25,997 +3%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$35.1M 815,936 -20,845 -2%
Voloridge Investment Management
28
Voloridge Investment Management
Florida
$32.4M 753,413 -147,087 -16%
Man Group
29
Man Group
United Kingdom
– – -653,206 Closed
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$25.8M 599,588 -141,465 -19%
RA
31
Royce & Associates
New York
$24.8M 575,120 -115,767 -17%
Principal Financial Group
32
Principal Financial Group
Iowa
$24.4M 566,187 -10,024 -2%
Bank of America
33
Bank of America
North Carolina
$23.9M 555,295 +6,836 +1%
JAM
34
Jupiter Asset Management
United Kingdom
$23.7M 550,000 – –
American Century Companies
35
American Century Companies
Missouri
$22.2M 514,674 +63,942 +14%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$21.9M 508,944 -5,826 -1%
Invesco
37
Invesco
Georgia
$21.3M 493,953 -391,776 -44%
Robeco Institutional Asset Management
38
Robeco Institutional Asset Management
Netherlands
$20.6M 477,529 -36,350 -7%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$19.6M 455,752 -199,942 -30%
Victory Capital Management
40
Victory Capital Management
Texas
$16.2M 376,198 -30,270 -7%
UBS Group
41
UBS Group
Switzerland
$15.9M 370,069 +77,952 +27%
Swiss National Bank
42
Swiss National Bank
Switzerland
$14.4M 334,800 +3,300 +1%
BA
43
Bridgewater Associates
Connecticut
$14.2M 330,084 +154,945 +88%
Renaissance Technologies
44
Renaissance Technologies
New York
$13.8M 320,600 +320,600 New
UBS AM
45
UBS AM
Illinois
$13.2M 305,626 -140,371 -31%
SIS
46
Sound Income Strategies
Florida
$12.9M 299,366 +21,101 +8%
Retirement Systems of Alabama
47
Retirement Systems of Alabama
Alabama
$12.7M 294,043 -6,104 -2%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$12.4M 287,610 +14,747 +5%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$11.7M 271,791 -159,203 -37%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$11.3M 261,766 -42,641 -14%
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