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H&R Block
HRB

Overview Fund Activity

394 hedge funds and large institutions have $4.31B invested in H&R Block in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 161 reducing their positions, and 75 closing their positions.

Holders
394
Holders Change
-26
Holders Change %
-6.19%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
52
Increased
115
Reduced
161
Closed
75
Calls
$27.7M
Puts
$36M
Net Calls
-$8.32M
Net Calls Change
-$27M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$211M
2
Citadel Advisors
2
Citadel Advisors
Florida
$61.5M
3
Millennium Management
3
Millennium Management
New York
$38.7M
4
Man Group
4
Man Group
United Kingdom
$20.8M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$92.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$121M
2
Bank of America
2
Bank of America
North Carolina
$17.5M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$16.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$26.7M
5
Boston Partners
5
Boston Partners
Massachusetts
$82.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RB
76
Rodgers Brothers
Pennsylvania
$5.01M +$220K +6,900 +5%
Corient Private Wealth
77
Corient Private Wealth
Florida
$4.93M +$427K +13,413 +9%
SEI Investments
78
SEI Investments
Pennsylvania
$4.82M -$2.97M -93,187 -38%
OSAM
79
O'Shaughnessy Asset Management
Connecticut
$4.56M -$4.68M -146,709 -51%
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$4.46M -$324K -10,179 -7%
TPSF
81
Texas Permanent School Fund
Texas
$4.27M -$79K -2,478 -2%
Skandinaviska Enskilda Banken (SEB)
82
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.18M +$2.98M +93,500 +249%
Canada Life
83
Canada Life
Manitoba, Canada
$4.16M -$1.32M -41,466 -24%
Citigroup
84
Citigroup
New York
$4.05M +$665K +20,872 +20%
Wells Fargo
85
Wells Fargo
California
$3.67M -$1.26M -39,463 -26%
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.62M -$142K -4,469 -4%
PI
87
Putnam Investments
Massachusetts
$3.6M +$3.6M +112,829 New
RJA
88
Raymond James & Associates
Florida
$3.58M -$531K -16,646 -13%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$3.52M +$3.07M +96,194 +669%
MOACM
90
Mutual of America Capital Management
New York
$3.52M -$386K -12,115 -10%
AB
91
Amalgamated Bank
New York
$3.38M -$355K -11,132 -9%
HWAM
92
Hennion & Walsh Asset Management
New Jersey
$3.33M +$581K +18,220 +21%
HF
93
HRT Financial
New York
$3.25M -$4.33M -135,926 -57%
Nordea Investment Management
94
Nordea Investment Management
Sweden
$3.14M +$1.85M +57,448 +144%
MIM
95
MetLife Investment Management
New Jersey
$3.04M -$96.8K -3,038 -3%
Macquarie Group
96
Macquarie Group
Australia
$2.96M -$4.82M -151,312 -62%
TA
97
Tectonic Advisors
Texas
$2.92M +$496K +15,555 +20%
State of New Jersey Common Pension Fund D
98
State of New Jersey Common Pension Fund D
New Jersey
$2.84M – – –
Treasurer of the State of North Carolina
99
Treasurer of the State of North Carolina
North Carolina
$2.81M -$4.59K -144 -0.2%
WCM
100
Wedge Capital Management
North Carolina
$2.8M -$24.2M -760,876 -90%
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4
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