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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 %
VWM
551
VCI Wealth Management
Missouri
– -$1.02M -18,750 Closed
BC
552
Bridgefront Capital
Texas
– -$893K -16,467 Closed
IWC
553
Integrated Wealth Concepts
Massachusetts
– -$660K -12,177 Closed
USAA
554
United Services Automobile Association
Texas
– -$591K -10,903 Closed
MCM
555
MAI Capital Management
Ohio
– -$478K -8,815 Closed
BMCM
556
Burns Matteson Capital Management
New York
– -$415K -7,646 Closed
Simplex Trading
557
Simplex Trading
Illinois
– -$333K -6,146 Closed
MFG
558
Merit Financial Group
Georgia
– -$324K -5,976 Closed
TI
559
TrueMark Investments
Illinois
– -$294K -5,414 Closed
JFG
560
Jefferies Financial Group
New York
– -$286K -5,280 Closed
LCM
561
Laurion Capital Management
New York
– -$277K -5,116 Closed
AOWM
562
Alpha Omega Wealth Management
Virginia
– -$273K -5,029 Closed
SPA
563
Sherbrooke Park Advisers
New York
– -$269K -4,958 Closed
Walleye Trading
564
Walleye Trading
New York
– -$258K -4,766 Closed
Two Sigma Advisers
565
Two Sigma Advisers
New York
– -$255K -4,700 Closed
BWM
566
BCS Wealth Management
Tennessee
– -$250K -4,611 Closed
SW
567
Simplicity Wealth
New Jersey
– -$234K -4,319 Closed
OAC
568
OMERS Administration Corp
Ontario, Canada
– -$233K -4,300 Closed
FPAS
569
Focus Partners Advisor Solutions
Missouri
– -$220K -4,061 Closed
RPGK
570
Retirement Planning Group (Kansas)
Kansas
– -$213K -3,931 Closed
EWM
571
Empirical Wealth Management
Washington
– -$202K -3,718 Closed
Parallax Volatility Advisers
572
Parallax Volatility Advisers
California
– -$127K -2,339 Closed
QL
573
Quarry LP
New York
– -$84.9K -1,565 Closed
NFSG
574
Newbridge Financial Services Group
Florida
– -$30.1K -555 Closed
TCG
575
Transcendent Capital Group
Oklahoma
– -$27.1K -500 Closed
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