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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.

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
1
Charles Schwab
California
$229M
2
Squarepoint
2
Squarepoint
New York
$41.1M
3
Boston Partners
3
Boston Partners
Massachusetts
$161M
4
Citadel Advisors
4
Citadel Advisors
Florida
$74M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$155M

Top Sellers

1
BlackRock
1
BlackRock
New York
$817M
2
Morgan Stanley
2
Morgan Stanley
New York
$55.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$951K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.02B
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$42.2M +$511K +10,402 +1%
Squarepoint
27
Squarepoint
New York
$41.1M +$40M +813,882 +3,489%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$40.2M +$1.74M +35,333 +5%
Goldman Sachs
29
Goldman Sachs
New York
$38.2M -$15.6M -317,871 -29%
CCMG
30
Clark Capital Management Group
Pennsylvania
$35.3M +$13.5M +275,686 +62%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$32.9M +$2.92M +59,474 +10%
Victory Capital Management
32
Victory Capital Management
Texas
$32.3M +$13.7M +278,587 +73%
BWC
33
Blue Whale Capital
United Kingdom
$31.9M +$12M +245,000 +60%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$30.5M -$20.5M -417,400 -40%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$29.2M +$2.14M +43,574 +8%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$28.5M +$24.3M +494,457 +576%
Robeco Institutional Asset Management
37
Robeco Institutional Asset Management
Netherlands
$26.9M +$3.53M +71,911 +15%
Principal Financial Group
38
Principal Financial Group
Iowa
$25.9M -$252K -5,141 -1%
PC
39
Prevatt Capital
Bahamas
$22.6M +$4.91M +100,000 +28%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$22M -$1.54M -31,301 -7%
Man Group
41
Man Group
United Kingdom
$19M -$8.77M -178,650 -32%
Retirement Systems of Alabama
42
Retirement Systems of Alabama
Alabama
$17.6M -$249K -5,063 -1%
BA
43
Bridgewater Associates
Connecticut
$17M -$1.73M -35,323 -9%
UBS AM
44
UBS AM
Illinois
$16.3M -$563K -11,473 -3%
SEI Investments
45
SEI Investments
Pennsylvania
$15.1M +$5M +101,742 +50%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$14.5M -$1.27M -25,857 -8%
Swiss National Bank
47
Swiss National Bank
Switzerland
$14M -$187K -3,800 -1%
SIS
48
Sound Income Strategies
Florida
$13.4M -$764K -15,553 -5%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$12.6M -$520K -10,590 -4%
First Trust Advisors
50
First Trust Advisors
Illinois
$12.6M -$4.05M -82,419 -24%
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