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H&R Block
HRB

Overview Fund Activity

538 hedge funds and large institutions have $7.81B invested in H&R Block in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 171 increasing their positions, 173 reducing their positions, and 49 closing their positions.

Holders
538
Holders Change
+44
Holders Change %
+8.91%
% of All Funds
7.78%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
97
Increased
171
Reduced
173
Closed
49
Calls
$50.8M
Puts
$71.5M
Net Calls
-$20.7M
Net Calls Change
-$5.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
WCM
2
Wedge Capital Management
North Carolina
$49.4M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$71.8M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$266M
5
Truist Financial
5
Truist Financial
North Carolina
$41.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.2B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$148M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.6M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$50.1M -$3.3M -51,834 -6%
WCM
27
Wedge Capital Management
North Carolina
$49.4M +$46.5M +732,359 +1,631%
CCMG
28
Clark Capital Management Group
Pennsylvania
$48.2M +$1.43M +22,575 +3%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$47.9M +$1.6M +25,234 +3%
UBS AM
30
UBS AM
Illinois
$44.4M +$9.97M +156,856 +29%
Truist Financial
31
Truist Financial
North Carolina
$41.7M +$40.1M +631,629 +2,519%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$37.4M +$31.5M +496,296 +541%
Renaissance Technologies
33
Renaissance Technologies
New York
$36.2M +$36.2M +570,100 New
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$35.9M -$1.17M -18,443 -3%
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$32.7M -$12.7M -200,251 -28%
BWC
36
Blue Whale Capital
United Kingdom
$32.5M -$14.7M -231,018 -31%
Victory Capital Management
37
Victory Capital Management
Texas
$31.7M -$6.23M -97,999 -16%
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$30.3M +$30.3M +476,239 New
PC
39
Prevatt Capital
Bahamas
$29.2M – – –
First Trust Advisors
40
First Trust Advisors
Illinois
$27.3M +$11.3M +177,549 +71%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$26.1M -$823K -12,943 -3%
SEI Investments
42
SEI Investments
Pennsylvania
$21.5M +$1.72M +27,087 +9%
VOYA Investment Management
43
VOYA Investment Management
Georgia
$21M -$3.25M -51,086 -13%
Retirement Systems of Alabama
44
Retirement Systems of Alabama
Alabama
$20.8M -$1.84M -29,030 -8%
Principal Financial Group
45
Principal Financial Group
Iowa
$20.6M -$8.98M -141,382 -30%
MWM
46
Moran Wealth Management
Florida
$20M -$367K -5,770 -2%
BA
47
Bridgewater Associates
Connecticut
$19.7M +$9.66M +151,978 +96%
Millennium Management
48
Millennium Management
New York
$18.5M +$12.8M +201,689 +227%
Swedbank
49
Swedbank
Sweden
$18.1M +$4.41M +69,414 +32%
Legal & General Group
50
Legal & General Group
United Kingdom
$18.1M -$15K -236 -0.1%
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