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H&R Block
HRB

Overview Fund Activity

478 hedge funds and large institutions have $6.27B invested in H&R Block in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 178 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+13
Holders Change %
+2.8%
% of All Funds
6.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
63
Increased
152
Reduced
178
Closed
46
Calls
$75.6M
Puts
$53.6M
Net Calls
+$22M
Net Calls Change
+$23.8M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$229M
2
Squarepoint
Squarepoint
New York
$41.1M
3
Boston Partners
Boston Partners
Massachusetts
$161M
4
Citadel Advisors
Citadel Advisors
Florida
$74M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$155M

Top Sellers

1
BlackRock
BlackRock
New York
$817M
2
Morgan Stanley
Morgan Stanley
New York
$55.2M
3
HighTower Advisors
HighTower Advisors
Illinois
$951K
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.02B
5
AQR Capital Management
AQR Capital Management
Connecticut
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGAI
476
Bruce G. Allen Investments
Colorado
$196 +$196 +4 New
TCM
477
TD Capital Management
Tennessee
$196 +$196 +4 New
TWP
478
TFO Wealth Partners
Ohio
$147 – – –
RS
479
Rakuten Securities
Japan
$98 -$49 -1 -33%
HF
480
HRT Financial
New York
– -$4.59M -94,905 Closed
MVP
481
Miller Value Partners
Florida
– -$3.05M -63,000 Closed
Mercer Global Advisors
482
Mercer Global Advisors
Colorado
– -$2.27M -46,908 Closed
GS
483
GTS Securities
New York
– -$1.33M -27,413 Closed
PE
484
Point72 Europe
United Kingdom
– -$1.27M -26,359 Closed
N
485
Natixis
France
– -$1.27M -26,205 Closed
Assenagon Asset Management
486
Assenagon Asset Management
Luxembourg
– -$1.23M -25,386 Closed
GM
487
GeoWealth Management
Illinois
– -$1.02M -21,115 Closed
MSAM
488
Moloney Securities Asset Management
Missouri
– -$941K -19,449 Closed
OFG
489
OmniStar Financial Group
North Carolina
– -$853K -17,644 Closed
Capstone Investment Advisors
490
Capstone Investment Advisors
New York
– -$823K -17,025 Closed
OTL
491
Oak Thistle LLC
New York
– -$775K -16,027 Closed
FF
492
Friedenthal Financial
New Jersey
– -$770K -15,922 Closed
CC
493
Cipher Capital
New York
– -$688K -14,216 Closed
BCI
494
Brinker Capital Investments
Pennsylvania
– -$628K -13,298 Closed
OPS
495
Orion Portfolio Solutions
Nebraska
– -$628K -13,298 Closed
SG Americas Securities
496
SG Americas Securities
New York
– -$638K -13,186 Closed
VI
497
Versor Investments
New York
– -$636K -13,149 Closed
RGI
498
River Global Investors
United Kingdom
– -$567K -11,729 Closed
BHCM
499
Brevan Howard Capital Management
Jersey
– -$564K -11,658 Closed
AI
500
AdvisorShares Investments
Maryland
– -$501K -10,359 Closed
17 18 19
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