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H&R Block
HRB

Overview Fund Activity

478 hedge funds and large institutions have $6.27B invested in H&R Block in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 178 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+13
Holders Change %
+2.8%
% of All Funds
6.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
63
Increased
152
Reduced
178
Closed
46
Calls
$75.6M
Puts
$53.6M
Net Calls
+$22M
Net Calls Change
+$23.8M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$229M
2
Squarepoint
2
Squarepoint
New York
$41.1M
3
Boston Partners
3
Boston Partners
Massachusetts
$161M
4
Citadel Advisors
4
Citadel Advisors
Florida
$74M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$155M

Top Sellers

1
BlackRock
1
BlackRock
New York
$817M
2
Morgan Stanley
2
Morgan Stanley
New York
$55.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$951K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.02B
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
76
Redwood Investment Management
Arizona
$6.98M +$836K +17,014 +14%
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$6.85M -$819K -16,565 -11%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$6.79M +$284K +8,050 +4%
American Century Companies
79
American Century Companies
Missouri
$6.26M -$9.35M -190,443 -60%
Mackenzie Financial
80
Mackenzie Financial
Ontario, Canada
$6.06M +$26.4K +538 +0.4%
TPSF
81
Texas Permanent School Fund
Texas
$6M -$110K -2,230 -2%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.85M +$111K +2,251 +2%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$5.74M -$787K -16,024 -12%
CGH
84
Crossmark Global Holdings
Texas
$5.47M +$760K +15,482 +16%
CIC
85
Crawford Investment Counsel
Georgia
$5.37M -$305K -6,211 -5%
Wells Fargo
86
Wells Fargo
California
$5.19M +$44.8K +912 +0.9%
Canada Pension Plan Investment Board
87
Canada Pension Plan Investment Board
Ontario, Canada
$4.97M +$1.43M +29,100 +40%
AB
88
Amalgamated Bank
New York
$4.89M -$268K -5,447 -5%
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$4.79M +$11.9K +243 +0.2%
TA
90
Tectonic Advisors
Texas
$4.77M +$144K +2,926 +3%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$4.75M +$4.75M +96,729 New
Cerity Partners
92
Cerity Partners
New York
$4.73M +$3.14M +63,876 +197%
Nordea Investment Management
93
Nordea Investment Management
Sweden
$4.67M -$226K -4,605 -5%
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$4.63M +$911K +18,556 +25%
TI
95
Trexquant Investment
Connecticut
$4.42M +$4.42M +90,097 New
HWAM
96
Hennion & Walsh Asset Management
New Jersey
$4.32M -$226K -4,607 -5%
GT
97
Glenmede Trust
Pennsylvania
$4.26M -$12M -243,988 -74%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$4.23M +$1.4M +28,538 +50%
MOACM
99
Mutual of America Capital Management
New York
$4.08M -$295K -6,001 -7%
Marshall Wace
100
Marshall Wace
United Kingdom
$4.06M +$4.06M +82,637 New
2 3
4
5 6