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H&R Block
HRB

Overview Fund Activity

557 hedge funds and large institutions have $6.96B invested in H&R Block in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 180 increasing their positions, 210 reducing their positions, and 62 closing their positions.

Holders
557
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
81
Increased
180
Reduced
210
Closed
62
Calls
$15.5M
Puts
$25.9M
Net Calls
-$10.4M
Net Calls Change
-$2.56M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$70.7M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$205M
3
Millennium Management
3
Millennium Management
New York
$56.4M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$48.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$52.8M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$92.7M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$56.9M
3
Invesco
3
Invesco
Georgia
$23M
4
Norges Bank
4
Norges Bank
Norway
$0
5
Boston Partners
5
Boston Partners
Massachusetts
$207M
Name Market Value Shares Shares
Change 		Shares
Change %
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$52.8M 962,018 +735,739 +325%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$51.8M 943,406 +298,989 +46%
UBS AM
28
UBS AM
Illinois
$48.1M 876,380 +54,002 +7%
Marshall Wace
29
Marshall Wace
United Kingdom
$48.1M 876,154 +876,154 New
Goldman Sachs
30
Goldman Sachs
New York
$46.6M 848,532 +112,127 +15%
WCM
31
Wedge Capital Management
North Carolina
$43M 782,948 -101,766 -12%
Truist Financial
32
Truist Financial
North Carolina
$42.1M 767,369 +91,075 +13%
CCMG
33
Clark Capital Management Group
Pennsylvania
$40.9M 744,117 -20,203 -3%
UBS Group
34
UBS Group
Switzerland
$40.6M 739,555 -83,936 -10%
BTW
35
Boston Trust Walden
Massachusetts
$40.4M 735,757 +252,185 +52%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$38.6M 703,672 +105,973 +18%
First Trust Advisors
37
First Trust Advisors
Illinois
$36M 656,413 +266,458 +68%
Jane Street
38
Jane Street
New York
$35.6M 648,073 +505,713 +355%
Citadel Advisors
39
Citadel Advisors
Florida
$35.1M 638,890 +132,249 +26%
BNP Paribas Financial Markets
40
BNP Paribas Financial Markets
France
$34.3M 623,998 +15,260 +3%
Voloridge Investment Management
41
Voloridge Investment Management
Florida
$33.4M 607,753 +607,753 New
BWC
42
Blue Whale Capital
United Kingdom
$30.8M 560,907 +71,217 +15%
MHI
43
Miller Howard Investments
New York
$30.4M 554,160 +554,160 New
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$28.8M 524,765 -20,878 -4%
BA
45
Bridgewater Associates
Connecticut
$28.8M 524,443 +83,967 +19%
Man Group
46
Man Group
United Kingdom
$27.1M 493,502 +420,883 +580%
HF
47
HRT Financial
New York
$26.5M 482,937 +482,937 New
PC
48
Prevatt Capital
Bahamas
$25.3M 460,000 – –
Invesco
49
Invesco
Georgia
$23M 419,003 -1,155,549 -73%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$22.3M 406,117 -4,158 -1%
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