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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 %
Janney Montgomery Scott
501
Janney Montgomery Scott
Pennsylvania
– – -67,244 Closed
PI
502
PEAK6 Investments
Illinois
– – -66,372 Closed
EP
503
Edgestream Partners
New Jersey
– – -64,129 Closed
MC
504
Maverick Capital
Texas
– – -62,260 Closed
Aviva
505
Aviva
United Kingdom
– – -35,054 Closed
SWA
506
Stratos Wealth Advisors
Ohio
– – -34,684 Closed
BHCM
507
Boulder Hill Capital Management
New York
– – -25,000 Closed
AC
508
AXQ Capital
New Jersey
– – -23,988 Closed
GCP
509
GSA Capital Partners
United Kingdom
– – -22,524 Closed
Tudor Investment Corp
510
Tudor Investment Corp
Connecticut
– – -19,719 Closed
GAA
511
Global Assets Advisory
Florida
– – -17,793 Closed
YIH
512
Y-Intercept (HK)
Hong Kong
– – -12,788 Closed
LP
513
LMR Partners
United Kingdom
– – -9,448 Closed
FRM
514
Fox Run Management
Connecticut
– – -8,662 Closed
KI
515
Kapitalo Investimentos
Brazil
– – -7,835 Closed
DFCM
516
Dark Forest Capital Management
Puerto Rico
– – -7,808 Closed
XT
517
XTX Topco
Cayman Islands
– – -7,699 Closed
Sumitomo Mitsui Trust Group
518
Sumitomo Mitsui Trust Group
Japan
– – -7,167 Closed
Lido Advisors
519
Lido Advisors
California
– – -7,101 Closed
SGCA
520
Steel Grove Capital Advisors
Tennessee
– – -7,019 Closed
QCM
521
Qsemble Capital Management
New York
– – -6,823 Closed
DWA
522
Delap Wealth Advisory
Oregon
– – -6,398 Closed
OQS
523
Occudo Quantitative Strategies
Florida
– – -6,276 Closed
Daiwa Securities Group
524
Daiwa Securities Group
Japan
– – -6,000 Closed
EFI
525
EHP Funds Inc
Canada
– – -5,300 Closed
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