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H&R Block
HRB

Overview Fund Activity

494 hedge funds and large institutions have $6.84B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 46 closing their positions.

Holders
494
Holders Change
+16
Holders Change %
+3.35%
% of All Funds
7.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
74
Increased
166
Reduced
163
Closed
46
Calls
$35.1M
Puts
$50.7M
Net Calls
-$15.6M
Net Calls Change
-$37.7M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$148M
2
Goldman Sachs
2
Goldman Sachs
New York
$81.4M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$115M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$25.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$797M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$123M
2
Squarepoint
2
Squarepoint
New York
$1.82M
3
State Street
3
State Street
Massachusetts
$257M
4
Citadel Advisors
4
Citadel Advisors
Florida
$43.7M
5
Man Group
5
Man Group
United Kingdom
$266K
Name Market Value Shares Shares
Change 		Shares
Change %
FMP
476
Financial Management Professionals
Texas
$2K 42 – –
CAL
477
Capital Analysts LLC
Pennsylvania
$2K 30 +30 New
IC
478
Innealta Capital
Texas
$1.95K 36 +36 New
SFA
479
Semmax Financial Advisors
North Carolina
$1.8K 32 – –
SIC
480
SJS Investment Consulting
Ohio
$1.74K 32 – –
DPW
481
DiNuzzo Private Wealth
Pennsylvania
$1.47K 27 +4 +17%
TAM
482
Tucker Asset Management
Colorado
$1.46K 27 – –
HI
483
Horizon Investments
North Carolina
$1.36K 25 – –
CFB
484
Cullen/Frost Bankers
Texas
$1.36K 25 +25 New
AWM
485
Avior Wealth Management
Nebraska
$1.25K 23 – –
KHC
486
Koesten Hirschmann & Crabtree
Kansas
$983 20 – –
BGAI
487
Bruce G. Allen Investments
Colorado
$976 18 +14 +350%
ADL
488
Asset Dedication LLC
California
$868 16 – –
RI
489
Ridgewood Investments
New Jersey
$710 13 +13 New
SFC
490
Strategic Financial Concepts
Texas
$689 40,034 +40,034 New
CPG
491
Cornerstone Planning Group
New Jersey
$549 10 – –
DWA
492
Delos Wealth Advisors
Texas
$489 9 – –
CC
493
Cypress Capital
Tennessee
$488 9 +9 New
OP
494
ORG Partners
Indiana
$356 6 – –
S
495
Sachetta
Massachusetts
$349 6 +6 New
GLR
496
Great Lakes Retirement
Ohio
– – – –
AIG
497
American International Group
New York
– – -185,503 Closed
P
498
Paradiem
Louisiana
– – -163,878 Closed
Marshall Wace
499
Marshall Wace
United Kingdom
– – -82,637 Closed
ECM
500
ExodusPoint Capital Management
New York
– – -68,958 Closed
18 19
20
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