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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 %
WI
576
WBI Investments
New Jersey
– – -6,344 Closed
NC
577
nVerses Capital
Florida
– – -6,200 Closed
JF
578
Jump Financial
Illinois
– – -6,000 Closed
WIC
579
Woodmont Investment Counsel
Tennessee
– – -5,043 Closed
PAG
580
Private Advisor Group
New Jersey
– – -4,800 Closed
CT
581
ClearAlpha Technologies
Connecticut
– – -4,713 Closed
GC
582
Globeflex Capital
California
– – -4,663 Closed
PA
583
Profund Advisors
Maryland
– – -4,024 Closed
ACM
584
AlphaStar Capital Management
North Carolina
– – -3,945 Closed
HCA
585
Hyperion Capital Advisors
New York
– – -3,800 Closed
THCM
586
Taylor Hoffman Capital Management
Virginia
– – -3,772 Closed
NLP
587
Next Level Private
New York
– – -3,757 Closed
GF
588
Gries Financial
Ohio
– – -3,664 Closed
VFA
589
Valeo Financial Advisors
Indiana
– – -3,634 Closed
HAG
590
HighPoint Advisor Group
Illinois
– – -3,571 Closed
VVP
591
Venture Visionary Partners
Ohio
– – -3,500 Closed
MYAM
592
Meiji Yasuda Asset Management
Japan
– – -3,435 Closed
AFCM
593
Applied Finance Capital Management
Puerto Rico
– – -3,380 Closed
FFM
594
Forum Financial Management
Illinois
– – -3,271 Closed
Rafferty Asset Management
595
Rafferty Asset Management
New York
– – -3,218 Closed
DFCM
596
Dark Forest Capital Management
Puerto Rico
– – -3,217 Closed
PP
597
Paloma Partners
Connecticut
– – -3,212 Closed
TNBTD
598
Trustmark National Bank Trust Department
Mississippi
– – -3,201 Closed
KFS
599
Kaizen Financial Strategies
California
– – -3,199 Closed
Lido Advisors
600
Lido Advisors
California
– – -3,197 Closed
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