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H&R Block
HRB

Overview Fund Activity

538 hedge funds and large institutions have $7.81B invested in H&R Block in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 171 increasing their positions, 173 reducing their positions, and 49 closing their positions.

Holders
538
Holders Change
+44
Holders Change %
+8.91%
% of All Funds
7.78%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
97
Increased
171
Reduced
173
Closed
49
Calls
$50.8M
Puts
$71.5M
Net Calls
-$20.7M
Net Calls Change
-$5.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
WCM
2
Wedge Capital Management
North Carolina
$49.4M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$71.8M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$266M
5
Truist Financial
5
Truist Financial
North Carolina
$41.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.2B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$148M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.6M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$17.3M -$140K -2,200 -0.8%
AA
52
ALPS Advisors
Colorado
$16.3M +$3.45M +54,324 +27%
Skandinaviska Enskilda Banken (SEB)
53
Skandinaviska Enskilda Banken (SEB)
Sweden
$16.2M -$12.7K -200 -0.1%
Franklin Resources
54
Franklin Resources
California
$15.2M +$3.48M +57,311 +30%
Robeco Institutional Asset Management
55
Robeco Institutional Asset Management
Netherlands
$14.6M -$867K -13,635 -6%
Citadel Advisors
56
Citadel Advisors
Florida
$14.6M -$36.6M -576,370 -71%
American Century Companies
57
American Century Companies
Missouri
$14.4M -$3.19M -50,141 -18%
Ameriprise
58
Ameriprise
Minnesota
$14.3M -$428K -6,738 -3%
CIM
59
Cambria Investment Management
California
$14.2M -$226K -3,559 -2%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$13.8M -$15.6M -245,019 -53%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$13.1M -$5.26M -82,667 -29%
AllianceBernstein
62
AllianceBernstein
Tennessee
$12.6M -$950K -14,955 -7%
FCI
63
Financial Counselors Inc
Kansas
$12M -$190K -2,986 -2%
Canada Life
64
Canada Life
Manitoba, Canada
$11.9M +$37K +581 +0.3%
EGM
65
Engineers Gate Manager
New York
$11.9M +$8.62M +135,597 +264%
SIS
66
Sound Income Strategies
Florida
$11.6M -$1.61M -25,401 -12%
Grantham, Mayo, Van Otterloo & Co (GMO)
67
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.3M +$1.17M +18,406 +12%
UBS Group
68
UBS Group
Switzerland
$11M -$5.71M -89,863 -34%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$11M -$304K -4,787 -3%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$10.7M -$991K -15,590 -8%
CF
71
Corebridge Financial
Texas
$10.5M -$726K -11,423 -6%
RA
72
Royce & Associates
New York
$10.5M -$636K -10,000 -6%
RJA
73
Raymond James & Associates
Florida
$10.4M +$65.1K +1,024 +0.6%
Corient Private Wealth
74
Corient Private Wealth
Florida
$10.3M -$5.4M -84,954 -34%
DekaBank Deutsche Girozentrale
75
DekaBank Deutsche Girozentrale
Germany
$9.67M +$378K +6,052 +4%
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