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H&R Block
HRB

Overview Fund Activity

494 hedge funds and large institutions have $6.84B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 46 closing their positions.

Holders
494
Holders Change
+16
Holders Change %
+3.35%
% of All Funds
7.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
74
Increased
166
Reduced
163
Closed
46
Calls
$35.1M
Puts
$50.7M
Net Calls
-$15.6M
Net Calls Change
-$37.7M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$148M
2
Goldman Sachs
2
Goldman Sachs
New York
$81.4M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$115M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$25.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$797M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$123M
2
Squarepoint
2
Squarepoint
New York
$1.82M
3
State Street
3
State Street
Massachusetts
$257M
4
Citadel Advisors
4
Citadel Advisors
Florida
$43.7M
5
Man Group
5
Man Group
United Kingdom
$266K
Name Market Value Shares Shares
Change 		Shares
Change %
TI
76
Trexquant Investment
Connecticut
$7.66M 141,274 +51,177 +57%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$7.43M 136,946 -7,980 -6%
PP
78
Prudential plc
United Kingdom
$7.43M 136,917 +113,233 +478%
TPSF
79
Texas Permanent School Fund
Texas
$7.12M 131,204 +9,097 +7%
Deutsche Bank
80
Deutsche Bank
Germany
$6.95M 128,129 +82,661 +182%
Canada Pension Plan Investment Board
81
Canada Pension Plan Investment Board
Ontario, Canada
$6.92M 127,600 +26,500 +26%
HF
82
HRT Financial
New York
$6.91M 127,437 +127,437 New
RB
83
Rodgers Brothers
Pennsylvania
$6.36M 117,350 -37,250 -24%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.35M 117,065 -2,054 -2%
Nordea Investment Management
85
Nordea Investment Management
Sweden
$6.32M 116,392 +21,355 +22%
CGH
86
Crossmark Global Holdings
Texas
$6.32M 116,529 +5,069 +5%
New York State Common Retirement Fund
87
New York State Common Retirement Fund
New York
$6.23M 114,879 -1,966 -2%
Wells Fargo
88
Wells Fargo
California
$6.06M 111,822 +6,083 +6%
RIM
89
Redwood Investment Management
Arizona
$6.01M 110,658 -31,457 -22%
TA
90
Tectonic Advisors
Texas
$5.47M 100,949 +3,852 +4%
CIC
91
Crawford Investment Counsel
Georgia
$5.47M 100,777 -8,552 -8%
SDIC
92
South Dakota Investment Council
South Dakota
$5.47M 100,778 -114,224 -53%
Mitsubishi UFJ Trust & Banking
93
Mitsubishi UFJ Trust & Banking
Japan
$5.45M 100,471 +32,378 +48%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$5.34M 98,513 +84,880 +623%
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$5.31M 97,961 +1,232 +1%
Treasurer of the State of North Carolina
96
Treasurer of the State of North Carolina
North Carolina
$5.12M 94,478 +26,304 +39%
Allianz Asset Management
97
Allianz Asset Management
Germany
$5.01M 92,343 +92,343 New
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$4.97M 91,686 +5,619 +7%
Cerity Partners
99
Cerity Partners
New York
$4.87M 89,729 -6,648 -7%
OSAM
100
O'Shaughnessy Asset Management
Connecticut
$4.85M 89,423 -8,099 -8%
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4
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