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H&R Block
HRB

Overview Fund Activity

408 hedge funds and large institutions have $5.71B invested in H&R Block in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
408
Holders Change
+14
Holders Change %
+3.55%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
69
Increased
124
Reduced
141
Closed
51
Calls
$62.7M
Puts
$52.1M
Net Calls
+$10.6M
Net Calls Change
+$18.9M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$119M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$50.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$13.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$50.9M
5
Norges Bank
5
Norges Bank
Norway
$70.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$944M
3
Man Group
3
Man Group
United Kingdom
$28.8M
4
Invesco
4
Invesco
Georgia
$21.3M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$7.65M
Name Market Value Shares Shares
Change 		Shares
Change %
LHC
76
Lodge Hill Capital
New York
$6.2M 144,000 -95,000 -40%
AA
77
ALPS Advisors
Colorado
$6.04M 140,362 +89,048 +174%
PI
78
Putnam Investments
Massachusetts
$5.87M 136,236 +23,407 +21%
MVP
79
Miller Value Partners
Florida
$5.81M 135,000 +135,000 New
First Trust Advisors
80
First Trust Advisors
Illinois
$5.7M 132,471 -39,885 -23%
Janus Henderson Group
81
Janus Henderson Group
United Kingdom
$5.6M 129,990 +56,451 +77%
TPSF
82
Texas Permanent School Fund
Texas
$5.57M 129,333 -4,751 -4%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.46M 126,793 +13,097 +12%
RJA
84
Raymond James & Associates
Florida
$5.44M 126,297 +13,839 +12%
Nisa Investment Advisors
85
Nisa Investment Advisors
Missouri
$5.02M 116,578 -23,243 -17%
Jane Street
86
Jane Street
New York
$4.97M 115,488 +30,871 +36%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$4.85M 112,053 +102,550 +1,079%
CIC
88
Crawford Investment Counsel
Georgia
$4.82M 112,024 +89,572 +399%
Franklin Resources
89
Franklin Resources
California
$4.68M 108,624 +72,469 +200%
Citigroup
90
Citigroup
New York
$4.55M 105,649 -21,502 -17%
AB
91
Amalgamated Bank
New York
$4.47M 103,804 -2,251 -2%
Nordea Investment Management
92
Nordea Investment Management
Sweden
$4.4M 100,982 +3,655 +4%
Barclays
93
Barclays
United Kingdom
$4.34M 100,824 -131,510 -57%
MOACM
94
Mutual of America Capital Management
New York
$4.27M 99,085 -11,396 -10%
Wells Fargo
95
Wells Fargo
California
$4.17M 96,820 -18,417 -16%
HWAM
96
Hennion & Walsh Asset Management
New Jersey
$4.11M 95,504 -9,032 -9%
TA
97
Tectonic Advisors
Texas
$4.09M 94,967 +3,441 +4%
Allianz Asset Management
98
Allianz Asset Management
Germany
$4.07M 94,530 -92,117 -49%
Macquarie Group
99
Macquarie Group
Australia
$4M 92,901 – –
MIM
100
MetLife Investment Management
New Jersey
$3.93M 91,358 -3,989 -4%
2 3
4
5 6