We are live on ! Find out more
HRB icon

H&R Block

480 hedge funds and large institutions have $6.29B invested in H&R Block in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 180 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $75.6M | Put options by funds: $53.6M

37% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 46

3.37% more ownership

Funds ownership: 88.48%91.85% (+3.4%)

3% more funds holding

Funds holding: 467480 (+13)

2% more capital invested

Capital invested by funds: $6.16B → $6.29B (+$125M)

16% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 180

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
480
Holders Change
+13
Holders Change %
+2.78%
% of All Funds
6.91%
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
180
Closed
46
Calls
$75.6M
Puts
$53.6M
Net Calls
+$22M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$42.2M +$494K +10,402 +1%
Squarepoint
27
Squarepoint
New York
$41.1M +$38.7M +813,882 +3,489%
BNP Paribas Financial Markets
28
BNP Paribas Financial Markets
France
$40.2M +$1.68M +35,333 +5%
Goldman Sachs
29
Goldman Sachs
New York
$38.2M -$15.1M -317,871 -29%
CCMG
30
Clark Capital Management Group
Pennsylvania
$35.3M +$13.1M +275,686 +62%
JP Morgan Chase
31
JP Morgan Chase
New York
$32.9M +$2.83M +59,474 +10%
Victory Capital Management
32
Victory Capital Management
Texas
$32.3M +$13.2M +278,587 +73%
BWC
33
Blue Whale Capital
United Kingdom
$31.9M +$11.6M +245,000 +60%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$30.5M -$19.8M -417,400 -40%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$29.2M +$2.07M +43,574 +8%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$28.5M +$23.5M +494,457 +576%
Robeco Institutional Asset Management
37
Robeco Institutional Asset Management
Netherlands
$26.9M +$3.42M +71,911 +15%
Principal Financial Group
38
Principal Financial Group
Iowa
$25.9M -$244K -5,141 -1%
PC
39
Prevatt Capital
Bahamas
$22.6M +$4.75M +100,000 +28%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$22M -$1.49M -31,301 -7%
Man Group
41
Man Group
United Kingdom
$19M -$8.49M -178,650 -32%
Retirement Systems of Alabama
42
Retirement Systems of Alabama
Alabama
$17.6M -$241K -5,063 -1%
BA
43
Bridgewater Associates
Connecticut
$17M -$1.68M -35,323 -9%
UBS AM
44
UBS AM
Illinois
$16.3M -$545K -11,473 -3%
SAM
45
Storebrand Asset Management
Norway
$15.9M -$1.43M -30,000 -8%
SEI Investments
46
SEI Investments
Pennsylvania
$15.1M +$4.83M +101,742 +50%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$14.5M -$1.23M -25,857 -8%
Swiss National Bank
48
Swiss National Bank
Switzerland
$14M -$181K -3,800 -1%
SIS
49
Sound Income Strategies
Florida
$13.4M -$739K -15,553 -5%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$12.6M -$503K -10,590 -4%

HRB Hedge Fund Activity: Q1 2024 in Review

480 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q1 2024, worth a combined $6.29B — up 2% from $6.16B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new HRB positions and 46 closed out — a net gain of 17 holders — while 152 added to existing stakes and 180 trimmed.

The largest buyer was Charles Schwab, adding an estimated $41.8M. The largest seller was BlackRock, cutting an estimated $59.5M.

  • 480 institutional investors held H&R Block (HRB) as of Q1 2024, up from 467 in Q4 2023.
  • Funds reported $6.29B of H&R Block stock for Q1 2024, up 2% quarter-over-quarter.
  • 63 funds opened new H&R Block positions in Q1 2024 and 46 closed out, a net change of +17 holders.
  • The largest H&R Block buyer in Q1 2024 was Charles Schwab, an estimated $41.8M added.
  • The largest H&R Block seller in Q1 2024 was BlackRock, an estimated $59.5M sold.

Based on aggregated 13F filings for Q1 2024.