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H&R Block
HRB

Overview Fund Activity

465 hedge funds and large institutions have $6.15B invested in H&R Block in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
465
Holders Change
+57
Holders Change %
+13.97%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
103
Increased
126
Reduced
158
Closed
41
Calls
$43.3M
Puts
$45M
Net Calls
-$1.75M
Net Calls Change
-$12.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.4M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$37.8M
4
Man Group
4
Man Group
United Kingdom
$27.3M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$21.5M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$229M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.6M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
State Street
4
State Street
Massachusetts
$266M
5
BlackRock
5
BlackRock
New York
$865M
Name Market Value Shares Shares
Change 		Shares
Change %
DekaBank Deutsche Girozentrale
76
DekaBank Deutsche Girozentrale
Germany
$6.75M 139,492 +65,278 +88%
RJA
77
Raymond James & Associates
Florida
$6.52M 134,823 +8,526 +7%
New York State Common Retirement Fund
78
New York State Common Retirement Fund
New York
$6.43M 132,869 -18,288 -12%
RIM
79
Redwood Investment Management
Arizona
$6.05M 125,101 +88,246 +239%
TPSF
80
Texas Permanent School Fund
Texas
$6.01M 124,337 -4,996 -4%
Mackenzie Financial
81
Mackenzie Financial
Ontario, Canada
$5.94M 122,800 +30,959 +34%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.65M 116,868 -9,925 -8%
CIC
83
Crawford Investment Counsel
Georgia
$5.59M 115,540 +3,516 +3%
Teacher Retirement System of Texas
84
Teacher Retirement System of Texas
Texas
$5.1M 105,363 +36,517 +53%
AB
85
Amalgamated Bank
New York
$5.07M 104,909 +1,105 +1%
Wells Fargo
86
Wells Fargo
California
$5.07M 104,827 +8,007 +8%
Macquarie Group
87
Macquarie Group
Australia
$5.05M 104,370 +11,469 +12%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$4.9M 101,437 -10,616 -9%
Nordea Investment Management
89
Nordea Investment Management
Sweden
$4.85M 99,642 -1,340 -1%
OSAM
90
O'Shaughnessy Asset Management
Connecticut
$4.71M 97,279 +5,946 +7%
CGH
91
Crossmark Global Holdings
Texas
$4.64M 95,978 +25,118 +35%
HF
92
HRT Financial
New York
$4.59M 94,905 -130,656 -58%
TA
93
Tectonic Advisors
Texas
$4.56M 94,171 -796 -0.8%
LPL Financial
94
LPL Financial
California
$4.52M 93,539 +11,492 +14%
HWAM
95
Hennion & Walsh Asset Management
New Jersey
$4.48M 92,630 -2,874 -3%
MOACM
96
Mutual of America Capital Management
New York
$4.31M 89,136 -9,949 -10%
PI
97
Putnam Investments
Massachusetts
$4.24M 87,675 -48,561 -36%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$4.15M 85,770 +4,009 +5%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$4.12M 85,279 – –
MIM
100
MetLife Investment Management
New Jersey
$4.12M 85,081 -6,277 -7%
2 3
4
5 6