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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 %
MWM
51
Moran Wealth Management
Florida
$16.5M 313,013 -931 -0.3%
AA
52
ALPS Advisors
Colorado
$15.8M 298,794 +42,054 +16%
Franklin Resources
53
Franklin Resources
California
$15.7M 296,509 +46,229 +18%
LIP
54
Liontrust Investment Partners
United Kingdom
$15.5M 292,884 +292,884 New
Tudor Investment Corp
55
Tudor Investment Corp
Connecticut
$15.4M 291,389 -184,850 -39%
Swedbank
56
Swedbank
Sweden
$15.1M 285,382 – –
Legal & General Group
57
Legal & General Group
United Kingdom
$15M 283,643 -1,523 -0.5%
Swiss National Bank
58
Swiss National Bank
Switzerland
$14.5M 274,500 +2,200 +0.8%
CIM
59
Cambria Investment Management
California
$12M 227,669 +4,338 +2%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$12M 226,279 +8,487 +4%
Los Angeles Capital Management
61
Los Angeles Capital Management
California
$11.4M 216,165 +118,857 +122%
Raymond James Financial
62
Raymond James Financial
Florida
$10.7M 202,973 +202,973 New
EF
63
Empowered Funds
Pennsylvania
$10.6M 200,392 +70,501 +54%
Universal-Beteiligungs- und Servicegesellschaft
64
Universal-Beteiligungs- und Servicegesellschaft
Germany
$10.6M 199,920 +199,920 New
AllianceBernstein
65
AllianceBernstein
Tennessee
$10.4M 195,991 -1,975 -1%
IWA
66
IBEX Wealth Advisors
New Jersey
$10.2M 193,608 +193,608 New
Acadian Asset Management
67
Acadian Asset Management
Massachusetts
$10.2M 192,728 +150,106 +352%
Schroder Investment Management Group
68
Schroder Investment Management Group
United Kingdom
$10.1M 193,339 -12,005 -6%
SIS
69
Sound Income Strategies
Florida
$9.74M 184,374 +1,542 +0.8%
FCI
70
Financial Counselors Inc
Kansas
$9.69M 183,423 -5,318 -3%
IIM
71
INTECH Investment Management
Florida
$9.59M 181,409 +168,821 +1,341%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$8.89M 168,183 -140 -0.1%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$8.74M 165,480 -7,061 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
74
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.6M 162,833 -15,440 -9%
Corient Private Wealth
75
Corient Private Wealth
Florida
$8.37M 158,399 -3,640 -2%
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