H&R Block
HRB
480 hedge funds and large institutions have $6.29B invested in H&R Block in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 180 reducing their positions, and 46 closing their positions.
41% more call options, than puts
Call options by funds: $75.6M | Put options by funds: $53.6M
37% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 46
3.37% more ownership
Funds ownership: 88.48% → 91.85% (+3.4%)
3% more funds holding
Funds holding: 467 → 480 (+13)
2% more capital invested
Capital invested by funds: $6.16B → $6.29B (+$125M)
16% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 180
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$41.8M |
| 2 |
Squarepoint
New York
|
+$38.7M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$36.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$34.7M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$59.5M |
| 2 |
Morgan Stanley
New York
|
-$45.7M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$44.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$37.9M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$36.8M |
HRB Hedge Fund Activity: Q1 2024 in Review
480 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q1 2024, worth a combined $6.29B — up 2% from $6.16B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new HRB positions and 46 closed out — a net gain of 17 holders — while 152 added to existing stakes and 180 trimmed.
The largest buyer was Charles Schwab, adding an estimated $41.8M. The largest seller was BlackRock, cutting an estimated $59.5M.
- 480 institutional investors held H&R Block (HRB) as of Q1 2024, up from 467 in Q4 2023.
- Funds reported $6.29B of H&R Block stock for Q1 2024, up 2% quarter-over-quarter.
- 63 funds opened new H&R Block positions in Q1 2024 and 46 closed out, a net change of +17 holders.
- The largest H&R Block buyer in Q1 2024 was Charles Schwab, an estimated $41.8M added.
- The largest H&R Block seller in Q1 2024 was BlackRock, an estimated $59.5M sold.
Based on aggregated 13F filings for Q1 2024.