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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 %
KHC
526
Koesten Hirschmann & Crabtree
Kansas
$1.27K – – –
BGAI
527
Bruce G. Allen Investments
Colorado
$1.14K – – –
ADL
528
Asset Dedication LLC
California
$1.02K – – –
PMAM
529
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1K +18 New
CPG
530
Cornerstone Planning Group
New Jersey
$601 – – –
SOW
531
State of Wyoming
Wyoming
$572 +$572 +9 New
AFS
532
Annapolis Financial Services
Maryland
$548 +$548 +9 New
WBC
533
West Branch Capital
Massachusetts
$509 +$509 +8 New
CA
534
Claris Advisors
Missouri
$508 +$508 +8 New
FHA
535
First Horizon Advisors
Tennessee
$445 -$2.92K -46 -87%
OP
536
ORG Partners
Indiana
$414 – – –
IAIM
537
International Assets Investment Management
Florida
$390 +$390 +24,785 New
S
538
Sachetta
Massachusetts
$382 – – –
CA
539
CoreCap Advisors
Michigan
$254 +$254 +4 New
Norges Bank
540
Norges Bank
Norway
– -$90.6M -1,670,801 Closed
Voloridge Investment Management
541
Voloridge Investment Management
Florida
– -$35.7M -657,571 Closed
IWA
542
IBEX Wealth Advisors
New Jersey
– -$10.2M -188,637 Closed
TI
543
Trexquant Investment
Connecticut
– -$7.66M -141,274 Closed
TPSF
544
Texas Permanent School Fund
Texas
– -$7.12M -131,204 Closed
Ohio Public Employees Retirement System (OPERS)
545
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$3.38M -62,364 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
546
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$2.65M -48,800 Closed
SFC
547
Strategic Financial Concepts
Texas
– -$689 -40,034 Closed
Squarepoint
548
Squarepoint
New York
– -$1.82M -33,550 Closed
SMFG
549
Sumitomo Mitsui Financial Group
Japan
– -$1.37M -21,664 Closed
SA
550
Sanctuary Advisors
Indiana
– -$988K -21,249 Closed
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