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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 %
LAM
501
LECAP Asset Management
United Kingdom
– -$460K -9,508 Closed
AAM
502
Advisors Asset Management
Colorado
– -$382K -7,905 Closed
Acadian Asset Management
503
Acadian Asset Management
Massachusetts
– -$339K -7,023 Closed
DT
504
Diversified Trust
Tennessee
– -$249K -5,153 Closed
Parallax Volatility Advisers
505
Parallax Volatility Advisers
California
– -$228K -4,723 Closed
UCFA
506
United Capital Financial Advisors
Texas
– -$225K -4,646 Closed
BFM
507
Boothbay Fund Management
New York
– -$211K -4,355 Closed
WG
508
Winton Group
United Kingdom
– -$200K -4,141 Closed
SRCM
509
Sage Rock Capital Management
New York
– -$160K -3,300 Closed
HFM
510
Harvest Fund Management
China
– -$148K -3,062 Closed
Simplex Trading
511
Simplex Trading
Illinois
– -$128K -2,666 Closed
ASN
512
Advisory Services Network
Georgia
– -$82.9K -1,713 Closed
MAM
513
Meeder Asset Management
Ohio
– -$53.2K -1,100 Closed
TWM
514
Tradition Wealth Management
Minnesota
– -$38K -784 Closed
QL
515
Quarry LP
New York
– -$23.8K -493 Closed
TCWA
516
Turtle Creek Wealth Advisors
Texas
– -$10.8K -224 Closed
AFG
517
Albion Financial Group
Utah
– -$14.3K -185 Closed
FBC
518
Fairfield, Bush & Co
Connecticut
– -$8.9K -184 Closed
LF
519
Lee Financial
Texas
– -$5.5K -113 Closed
AFS
520
Annapolis Financial Services
Maryland
– -$4.16K -86 Closed
RCM
521
Raleigh Capital Management
North Carolina
– -$1.77K -37 Closed
PA
522
Pineridge Advisors
Missouri
– -$1.26K -26 Closed
CTA
523
Colonial Trust Advisors
South Carolina
– -$677 -14 Closed
JFGIW
524
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$633 -13 Closed
GWS
525
Glassman Wealth Services
Virginia
– -$532 -11 Closed
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