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H&R Block
HRB

Overview Fund Activity

557 hedge funds and large institutions have $6.96B invested in H&R Block in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 180 increasing their positions, 210 reducing their positions, and 62 closing their positions.

Holders
557
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
81
Increased
180
Reduced
210
Closed
62
Calls
$15.5M
Puts
$25.9M
Net Calls
-$10.4M
Net Calls Change
-$2.56M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$70.7M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$205M
3
Millennium Management
3
Millennium Management
New York
$56.4M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$48.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$52.8M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$92.7M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$56.9M
3
Invesco
3
Invesco
Georgia
$23M
4
Norges Bank
4
Norges Bank
Norway
$0
5
Boston Partners
5
Boston Partners
Massachusetts
$207M
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
51
SEI Investments
Pennsylvania
$20.9M 380,373 +8,630 +2%
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$20.9M 380,298 -3,728 -1%
Los Angeles Capital Management
53
Los Angeles Capital Management
California
$20.2M 367,389 +151,224 +70%
ECM
54
ExodusPoint Capital Management
New York
$18.9M 343,928 +343,928 New
Ameriprise
55
Ameriprise
Minnesota
$18M 328,324 -3,178 -1%
LIP
56
Liontrust Investment Partners
United Kingdom
$17.6M 320,767 +27,883 +10%
Franklin Resources
57
Franklin Resources
California
$17.3M 315,843 +19,334 +7%
AA
58
ALPS Advisors
Colorado
$17.2M 313,312 +14,518 +5%
MWM
59
Moran Wealth Management
Florida
$17M 310,397 -2,616 -0.8%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$17M 309,390 -28,541 -8%
Principal Financial Group
61
Principal Financial Group
Iowa
$16.9M 308,659 -6,552 -2%
Squarepoint
62
Squarepoint
New York
$16.8M 306,203 +257,681 +531%
Skandinaviska Enskilda Banken (SEB)
63
Skandinaviska Enskilda Banken (SEB)
Sweden
$16.3M 297,500 -77,100 -21%
Robeco Institutional Asset Management
64
Robeco Institutional Asset Management
Netherlands
$16.1M 293,294 -179,818 -38%
Legal & General Group
65
Legal & General Group
United Kingdom
$15.8M 287,253 +3,610 +1%
Swedbank
66
Swedbank
Sweden
$15.7M 285,382 – –
Grantham, Mayo, Van Otterloo & Co (GMO)
67
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$15M 273,121 +110,288 +68%
Swiss National Bank
68
Swiss National Bank
Switzerland
$14.6M 265,500 -9,000 -3%
Two Sigma Investments
69
Two Sigma Investments
New York
$14.5M 263,641 +227,189 +623%
EF
70
Empowered Funds
Pennsylvania
$12.5M 227,934 +27,542 +14%
CIM
71
Cambria Investment Management
California
$11.3M 206,648 -21,021 -9%
NVCHI
72
New Vernon Capital Holdings II
New Jersey
$11.3M 621,252 +609,938 +5,391%
Capital Fund Management (CFM)
73
Capital Fund Management (CFM)
France
$11.2M 204,143 +171,798 +531%
Raymond James Financial
74
Raymond James Financial
Florida
$11.1M 201,432 -1,541 -0.8%
IWA
75
IBEX Wealth Advisors
New Jersey
$10.7M 194,888 +1,280 +0.7%
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