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H&R Block
HRB

Overview Fund Activity

394 hedge funds and large institutions have $4.31B invested in H&R Block in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 161 reducing their positions, and 75 closing their positions.

Holders
394
Holders Change
-26
Holders Change %
-6.19%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
52
Increased
115
Reduced
161
Closed
75
Calls
$27.7M
Puts
$36M
Net Calls
-$8.32M
Net Calls Change
-$27M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$211M
2
Citadel Advisors
2
Citadel Advisors
Florida
$61.5M
3
Millennium Management
3
Millennium Management
New York
$38.7M
4
Man Group
4
Man Group
United Kingdom
$20.8M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$92.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$121M
2
Bank of America
2
Bank of America
North Carolina
$17.5M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$16.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$26.7M
5
Boston Partners
5
Boston Partners
Massachusetts
$82.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
51
Sound Income Strategies
Florida
$8.87M +$687K +21,563 +8%
Ensign Peak Advisors
52
Ensign Peak Advisors
Utah
$8.84M +$4.11M +128,870 +87%
SDIC
53
South Dakota Investment Council
South Dakota
$8.84M +$5.33M +167,270 +152%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$8.7M -$2.11M -66,165 -20%
Ameriprise
55
Ameriprise
Minnesota
$8.3M -$16.8M -527,798 -67%
Legal & General Group
56
Legal & General Group
United Kingdom
$7.85M -$53K -1,662 -0.7%
Grantham, Mayo, Van Otterloo & Co (GMO)
57
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.7M +$2.46M +77,260 +47%
LHC
58
Lodge Hill Capital
New York
$7.62M -$2.1M -66,000 -22%
Barclays
59
Barclays
United Kingdom
$7.4M +$6.45M +202,539 +680%
AllianceBernstein
60
AllianceBernstein
Tennessee
$7.35M +$457K +14,353 +7%
AIG
61
American International Group
New York
$7.35M -$157K -4,924 -2%
SMFG
62
Sumitomo Mitsui Financial Group
Japan
$6.97M +$37.5K +583 +0.5%
Swedbank
63
Swedbank
Sweden
$6.88M – – –
CS
64
Credit Suisse
Switzerland
$6.69M +$396K +12,431 +6%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$6.42M -$205K -6,436 -3%
FCI
66
Financial Counselors Inc
Kansas
$6.37M -$15.6K -491 -0.2%
Allianz Asset Management
67
Allianz Asset Management
Germany
$5.95M -$791K -24,829 -12%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$5.92M -$552K -17,313 -9%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$5.88M -$265K -8,329 -4%
BA
70
Bridgewater Associates
Connecticut
$5.58M +$1.85M +57,903 +49%
Mackenzie Financial
71
Mackenzie Financial
Ontario, Canada
$5.57M +$2.39M +73,773 +75%
Holocene Advisors
72
Holocene Advisors
New York
$5.53M +$3.67M +115,309 +198%
First Trust Advisors
73
First Trust Advisors
Illinois
$5.49M +$3.98M +124,959 +264%
New York State Common Retirement Fund
74
New York State Common Retirement Fund
New York
$5.42M -$195K -6,122 -3%
ECM
75
ExodusPoint Capital Management
New York
$5.03M +$2.37M +74,429 +89%
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