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H&R Block
HRB

Overview Fund Activity

546 hedge funds and large institutions have $6.67B invested in H&R Block in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 165 reducing their positions, and 66 closing their positions.

Holders
546
Holders Change
+8
Holders Change %
+1.49%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
212
Reduced
165
Closed
66
Calls
$34.6M
Puts
$42.5M
Net Calls
-$7.85M
Net Calls Change
+$12.9M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$238M
2
Norges Bank
2
Norges Bank
Norway
$57.3M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$137M
4
UBS Group
4
UBS Group
Switzerland
$43.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$248M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$761M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.16M
3
Victory Capital Management
3
Victory Capital Management
Texas
$3.94M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$107M
5
EGM
5
Engineers Gate Manager
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HF
551
HRT Financial
New York
– – -87,670 Closed
Jacobs Levy Equity Management
552
Jacobs Levy Equity Management
New Jersey
– – -87,532 Closed
AG
553
Algert Global
California
– – -72,110 Closed
EI
554
EAM Investors
California
– – -63,595 Closed
SEC
555
Seven Eight Capital
New York
– – -40,698 Closed
VI
556
Versor Investments
New York
– – -31,900 Closed
DTL
557
Dynamic Technology Lab
Singapore
– – -30,343 Closed
Point72 Asset Management
558
Point72 Asset Management
Connecticut
– – -28,652 Closed
GS
559
GTS Securities
New York
– – -27,407 Closed
SO
560
STRS Ohio
Ohio
– – -26,363 Closed
IAIM
561
International Assets Investment Management
Florida
– – -24,785 Closed
SPS
562
Susquehanna Portfolio Strategies
Pennsylvania
– – -24,376 Closed
Canada Pension Plan Investment Board
563
Canada Pension Plan Investment Board
Ontario, Canada
– – -23,000 Closed
Asset Management One
564
Asset Management One
Japan
– – -19,519 Closed
GCP
565
GSA Capital Partners
United Kingdom
– – -18,230 Closed
MC
566
Maverick Capital
Texas
– – -18,051 Closed
ERSOT
567
Employees Retirement System of Texas
Texas
– – -17,406 Closed
ET
568
Entropy Technologies
New York
– – -13,667 Closed
QC
569
Quantedge Capital
Singapore
– – -13,000 Closed
PD
570
Point72 (DIFC)
United Arab Emirates
– – -11,617 Closed
LAM
571
Lingohr Asset Management
Germany
– – -10,122 Closed
QCM
572
Qsemble Capital Management
New York
– – -9,289 Closed
TVM
573
True Vision MN
Minnesota
– – -7,306 Closed
BBA
574
Baader Bank Aktiengesellschaft
Germany
– – -7,295 Closed
OC
575
Oppenheimer & Co
New York
– – -7,250 Closed
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