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H&R Block
HRB

Overview Fund Activity

465 hedge funds and large institutions have $6.15B invested in H&R Block in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
465
Holders Change
+57
Holders Change %
+13.97%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
103
Increased
126
Reduced
158
Closed
41
Calls
$43.3M
Puts
$45M
Net Calls
-$1.75M
Net Calls Change
-$12.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.4M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$37.8M
4
Man Group
4
Man Group
United Kingdom
$27.3M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$21.5M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$229M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.6M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
State Street
4
State Street
Massachusetts
$266M
5
BlackRock
5
BlackRock
New York
$865M
Name Market Value Shares Shares
Change 		Shares
Change %
DFCM
476
Dark Forest Capital Management
Puerto Rico
– – -52,814 Closed
SGI
477
Summit Global Investments
Utah
– – -41,619 Closed
AC
478
AXQ Capital
New Jersey
– – -27,500 Closed
APG Asset Management
479
APG Asset Management
Netherlands
– – -24,800 Closed
BCM
480
Bayesian Capital Management
New York
– – -23,372 Closed
LCM
481
Landscape Capital Management
New Jersey
– – -14,782 Closed
EP
482
Edgestream Partners
New Jersey
– – -12,586 Closed
SSA
483
Schonfeld Strategic Advisors
New York
– – -11,452 Closed
MA
484
Mutual Advisors
Nebraska
– – -10,576 Closed
EGM
485
Engineers Gate Manager
New York
– – -9,990 Closed
Group One Trading
486
Group One Trading
Illinois
– – -9,065 Closed
ECM
487
ExodusPoint Capital Management
New York
– – -8,440 Closed
CW
488
CreativeOne Wealth
Kansas
– – -8,117 Closed
DA
489
Duality Advisers
Florida
– – -7,917 Closed
TSS
490
Two Sigma Securities
New York
– – -5,637 Closed
SFO
491
Stokes Family Office
Louisiana
– – -5,532 Closed
WP
492
Woodline Partners
California
– – -5,210 Closed
SI
493
Stephens Inc
Arkansas
– – -5,000 Closed
LWCFA
494
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -5,000 Closed
CSPIA
495
Cary Street Partners Investment Advisory
Virginia
– – -650 Closed
NFSG
496
Newbridge Financial Services Group
Florida
– – -500 Closed
WWP
497
WR Wealth Planners
Missouri
– – -278 Closed
SCA
498
Stonebridge Capital Advisors
Minnesota
– – -216 Closed
First Manhattan
499
First Manhattan
New York
– – -133 Closed
EARNEST Partners
500
EARNEST Partners
Georgia
– – -119 Closed
17 18 19
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