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H&R Block
HRB

Overview Fund Activity

546 hedge funds and large institutions have $6.67B invested in H&R Block in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 165 reducing their positions, and 66 closing their positions.

Holders
546
Holders Change
+8
Holders Change %
+1.49%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
212
Reduced
165
Closed
66
Calls
$34.6M
Puts
$42.5M
Net Calls
-$7.85M
Net Calls Change
+$12.9M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$238M
2
Norges Bank
2
Norges Bank
Norway
$57.3M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$137M
4
UBS Group
4
UBS Group
Switzerland
$43.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$248M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$761M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.16M
3
Victory Capital Management
3
Victory Capital Management
Texas
$3.94M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$107M
5
EGM
5
Engineers Gate Manager
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
26
Wedge Capital Management
North Carolina
$46.7M 884,714 +107,450 +14%
UBS Group
27
UBS Group
Switzerland
$43.5M 823,491 +650,300 +375%
UBS AM
28
UBS AM
Illinois
$43.5M 822,378 +124,277 +18%
CCMG
29
Clark Capital Management Group
Pennsylvania
$40.4M 764,320 +5,607 +0.7%
Goldman Sachs
30
Goldman Sachs
New York
$38.9M 736,405 -216,406 -23%
Truist Financial
31
Truist Financial
North Carolina
$35.7M 676,294 +19,593 +3%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$34.3M 649,361 -137,493 -17%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$34.1M 644,417 -109,870 -15%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$32.2M 608,738 +93,766 +18%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$31.6M 597,699 +9,717 +2%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$28.8M 545,643 -18,557 -3%
Citadel Advisors
37
Citadel Advisors
Florida
$26.8M 506,641 +276,742 +120%
BWC
38
Blue Whale Capital
United Kingdom
$25.9M 489,690 -21,792 -4%
BTW
39
Boston Trust Walden
Massachusetts
$25.6M 483,572 +483,572 New
Robeco Institutional Asset Management
40
Robeco Institutional Asset Management
Netherlands
$25M 473,112 +243,100 +106%
PC
41
Prevatt Capital
Bahamas
$24.3M 460,000 – –
BA
42
Bridgewater Associates
Connecticut
$23.3M 440,476 +130,812 +42%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$21.7M 410,275 -36 -0%
First Trust Advisors
44
First Trust Advisors
Illinois
$20.6M 389,955 -39,179 -9%
Retirement Systems of Alabama
45
Retirement Systems of Alabama
Alabama
$20.3M 384,026 +57,219 +18%
SEI Investments
46
SEI Investments
Pennsylvania
$19.6M 371,743 +34,089 +10%
Skandinaviska Enskilda Banken (SEB)
47
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.5M 374,600 +119,200 +47%
VOYA Investment Management
48
VOYA Investment Management
Georgia
$17.9M 337,931 +7,171 +2%
Ameriprise
49
Ameriprise
Minnesota
$17.5M 331,502 +106,685 +47%
Principal Financial Group
50
Principal Financial Group
Iowa
$16.7M 315,211 -8,341 -3%
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