HRB icon

H&R Block
HRB

Overview Fund Activity

494 hedge funds and large institutions have $6.84B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 46 closing their positions.

Holders
494
Holders Change
+16
Holders Change %
+3.35%
% of All Funds
7.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
74
Increased
166
Reduced
163
Closed
46
Calls
$35.1M
Puts
$50.7M
Net Calls
-$15.6M
Net Calls Change
-$37.7M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$148M
2
Goldman Sachs
2
Goldman Sachs
New York
$81.4M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$115M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$25.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$797M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$123M
2
Squarepoint
2
Squarepoint
New York
$1.82M
3
State Street
3
State Street
Massachusetts
$257M
4
Citadel Advisors
4
Citadel Advisors
Florida
$43.7M
5
Man Group
5
Man Group
United Kingdom
$266K
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$45.5M 838,688 -19,806 -2%
Citadel Advisors
27
Citadel Advisors
Florida
$43.7M 806,269 -700,768 -46%
BWC
28
Blue Whale Capital
United Kingdom
$40.3M 742,500 +92,500 +14%
CCMG
29
Clark Capital Management Group
Pennsylvania
$39.9M 736,138 +16,767 +2%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$39.5M 729,053 +59,797 +9%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$38.8M 715,223 -102,398 -13%
Voloridge Investment Management
32
Voloridge Investment Management
Florida
$35.7M 657,571 -211,638 -24%
Victory Capital Management
33
Victory Capital Management
Texas
$32.4M 597,540 -60,966 -9%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$31.6M 582,643 -12,087 -2%
UBS AM
35
UBS AM
Illinois
$29.4M 541,245 +209,608 +63%
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$25.5M 470,352 +466,706 +12,800%
Principal Financial Group
37
Principal Financial Group
Iowa
$25.2M 464,934 -62,441 -12%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$25.1M 462,811 -158,403 -25%
PC
39
Prevatt Capital
Bahamas
$24.9M 460,000 – –
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$23M 423,254 -25,537 -6%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$20.7M 381,846 +124,809 +49%
Retirement Systems of Alabama
42
Retirement Systems of Alabama
Alabama
$19.3M 355,837 -2,989 -0.8%
MWM
43
Moran Wealth Management
Florida
$17.3M 319,714 +319,714 New
SEI Investments
44
SEI Investments
Pennsylvania
$16.8M 310,567 +3,553 +1%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$15.6M 288,011 -7,090 -2%
Legal & General Group
46
Legal & General Group
United Kingdom
$15.5M 285,402 +37,317 +15%
American Century Companies
47
American Century Companies
Missouri
$15M 276,358 +148,790 +117%
Swiss National Bank
48
Swiss National Bank
Switzerland
$14.9M 274,500 -9,800 -3%
UBS Group
49
UBS Group
Switzerland
$14.3M 263,054 +21,750 +9%
Skandinaviska Enskilda Banken (SEB)
50
Skandinaviska Enskilda Banken (SEB)
Sweden
$13.9M 255,600 +800 +0.3%
1
2
3 4 5