HRB icon

H&R Block
HRB

Overview Fund Activity

478 hedge funds and large institutions have $6.27B invested in H&R Block in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 178 reducing their positions, and 46 closing their positions.

Holders
478
Holders Change
+13
Holders Change %
+2.8%
% of All Funds
6.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
63
Increased
152
Reduced
178
Closed
46
Calls
$75.6M
Puts
$53.6M
Net Calls
+$22M
Net Calls Change
+$23.8M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$229M
2
Squarepoint
2
Squarepoint
New York
$41.1M
3
Boston Partners
3
Boston Partners
Massachusetts
$161M
4
Citadel Advisors
4
Citadel Advisors
Florida
$74M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$155M

Top Sellers

1
BlackRock
1
BlackRock
New York
$817M
2
Morgan Stanley
2
Morgan Stanley
New York
$55.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$951K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.02B
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Skandinaviska Enskilda Banken (SEB)
51
Skandinaviska Enskilda Banken (SEB)
Sweden
$12.5M +$9.26M +188,600 +285%
Legal & General Group
52
Legal & General Group
United Kingdom
$12.2M -$222K -4,529 -2%
UBS Group
53
UBS Group
Switzerland
$11.9M +$1.03M +21,011 +10%
AllianceBernstein
54
AllianceBernstein
Tennessee
$11.4M -$530K -10,782 -4%
CS
55
Credit Suisse
Switzerland
$11.1M +$2.9K +59 +0%
Franklin Resources
56
Franklin Resources
California
$10.7M +$1.63M +33,275 +18%
Swedbank
57
Swedbank
Sweden
$10.6M -$24.9K -507 -0.2%
SDIC
58
South Dakota Investment Council
South Dakota
$10.6M -$1.74M -35,400 -14%
FCI
59
Financial Counselors Inc
Kansas
$9.54M -$98.9K -2,013 -1%
RA
60
Royce & Associates
New York
$9.36M -$8.28M -168,500 -47%
AIG
61
American International Group
New York
$9.11M -$479K -9,751 -5%
Ameriprise
62
Ameriprise
Minnesota
$9.1M -$514K -10,455 -5%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$9.04M -$671K -13,663 -7%
AA
64
ALPS Advisors
Colorado
$8.81M +$1.1M +22,319 +14%
Barclays
65
Barclays
United Kingdom
$8.76M +$1.04M +21,230 +14%
IWA
66
IBEX Wealth Advisors
New Jersey
$8.58M +$8.58M +234,891 +108,245%
Los Angeles Capital Management
67
Los Angeles Capital Management
California
$8.3M -$8.75M -178,127 -51%
P
68
Paradiem
Louisiana
$8.05M +$260K +5,286 +3%
Canada Life
69
Canada Life
Manitoba, Canada
$7.85M +$399K +8,132 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
70
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.85M -$916K -18,658 -10%
Corient Private Wealth
71
Corient Private Wealth
Florida
$7.65M -$14K -285 -0.2%
RB
72
Rodgers Brothers
Pennsylvania
$7.59M -$152K -3,100 -2%
DekaBank Deutsche Girozentrale
73
DekaBank Deutsche Girozentrale
Germany
$7.44M +$736K +15,303 +11%
RJA
74
Raymond James & Associates
Florida
$7.38M +$759K +15,461 +11%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$7.12M -$518K -10,548 -7%
1 2
3
4 5