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H&R Block
HRB

Overview Fund Activity

538 hedge funds and large institutions have $7.81B invested in H&R Block in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 171 increasing their positions, 173 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+44
Holders Change %
+8.91%
% of All Funds
7.78%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
97
Increased
171
Reduced
173
Closed
49
Calls
$50.8M
Puts
$71.5M
Net Calls
-$20.7M
Net Calls Change
-$5.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$138M
2
WCM
Wedge Capital Management
North Carolina
$49.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$71.8M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$266M
5
Truist Financial
Truist Financial
North Carolina
$41.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$148M
3
Citadel Advisors
Citadel Advisors
Florida
$14.6M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
5
Goldman Sachs
Goldman Sachs
New York
$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAS
476
Coppell Advisory Solutions
Texas
$22.5K – – –
CTC
477
Central Trust Company
Missouri
$20.1K -$1.14K -18 -5%
FFA
478
Frazier Financial Advisors
Ohio
$19.1K +$1.91K +30 +11%
BIG
479
Brooklyn Investment Group
New York
$18.7K +$18.7K +294 New
WT
480
Whittier Trust
California
$18.6K – – –
WWP
481
WR Wealth Planners
Missouri
$18.2K – – –
PCFFS
482
Pacific Center for Financial Services
California
$17.8K – – –
CFD
483
Creative Financial Designs
Indiana
$16.6K +$7.05K +111 +74%
AF
484
Advisornet Financial
Minnesota
$13.7K +$4.83K +76 +54%
CSC
485
Caldwell Sutter Capital
California
$12.7K – – –
AWM
486
Abound Wealth Management
Tennessee
$12.7K – – –
Northwestern Mutual Wealth Management
487
Northwestern Mutual Wealth Management
Wisconsin
$11.6K -$826 -13 -7%
BIA
488
Bell Investment Advisors
California
$11.3K – – –
EWA
489
EverSource Wealth Advisors
Alabama
$11.1K -$17.7K -278 -61%
MPWT
490
MassMutual Private Wealth & Trust
Connecticut
$10.7K +$2.35K +37 +28%
LFA
491
LGT Financial Advisors
Texas
$10.6K – – –
FWM
492
FSA Wealth Management
Massachusetts
$10.6K +$10.6K +167 New
JWA
493
JFS Wealth Advisors
Pennsylvania
$10.6K +$191 +3 +2%
PIM
494
Plato Investment Management
Australia
$10.4K – – –
LIS
495
Legacy Investment Solutions
Idaho
$9.38K +$9.38K +158 New
LWMI
496
Legacy Wealth Management (Idaho)
Idaho
$9.38K +$9.38K +158 New
M
497
MOTCO
Texas
$9.22K +$9.22K +145 New
ACA
498
Atlas Capital Advisors
Wyoming
$8.58K – – –
IUHSA
499
Itau Unibanco Holding S.A.
Brazil
$7.25K -$1.81K -27 -20%
LI
500
LRI Investments
Florida
$7.16K – – –
18 19
20
21 22