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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 %
HCM
501
Hollencrest Capital Management
California
$7.05K +$7.05K +111 New
RWM
502
Reston Wealth Management
Virginia
$6.16K +$6.16K +97 New
HI
503
Harbour Investments
Wisconsin
$5.85K +$1.02K +16 +21%
HI
504
Horizon Investments
North Carolina
$5.72K +$4.13K +65 +260%
AWM
505
Avior Wealth Management
Nebraska
$5.08K +$3.62K +57 +248%
W
506
WealthCollab
Washington
$4.96K – – –
CYG
507
Clean Yield Group
Vermont
$4.96K +$4.96K +78 New
LWANC
508
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.77K +$4.77K +75 New
Mitsubishi UFJ Asset Management
509
Mitsubishi UFJ Asset Management
Japan
$4.77K – – –
ME
510
McIlrath & Eck
Washington
$3.81K – – –
AS
511
Altshuler Shaham
Israel
$3.69K -$826 -13 -18%
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$3.62K -$254 -4 -7%
Kayne Anderson Rudnick Investment Management
513
Kayne Anderson Rudnick Investment Management
California
$3.37K – – –
FFO
514
Fortitude Family Office
Arizona
$3.31K – – –
SIS
515
Strategic Investment Solutions
Illinois
$3.31K +$3.31K +52 New
FMP
516
Financial Management Professionals
Texas
$3K – – –
AGWCA
517
Annis Gardner Whiting Capital Advisors
Florida
$2.88K – – –
CFO
518
CVA Family Office
Colorado
$2.61K – – –
CAL
519
Capital Analysts LLC
Pennsylvania
$2K – – –
HWM
520
Hemington Wealth Management
Virginia
$2K +$2K +49 New
SIC
521
SJS Investment Consulting
Ohio
$1.97K -$64 -1 -3%
SFA
522
Semmax Financial Advisors
North Carolina
$1.92K – – –
DPW
523
DiNuzzo Private Wealth
Pennsylvania
$1.72K – – –
TAM
524
Tucker Asset Management
Colorado
$1.72K – – –
ATS
525
Ashton Thomas Securities
New York
$1.46K +$1.46K +23 New
19 20
21
22 23