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H&R Block
HRB

Overview Fund Activity

538 hedge funds and large institutions have $7.81B invested in H&R Block in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 171 increasing their positions, 173 reducing their positions, and 49 closing their positions.

Holders
538
Holders Change
+44
Holders Change %
+8.91%
% of All Funds
7.78%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
97
Increased
171
Reduced
173
Closed
49
Calls
$50.8M
Puts
$71.5M
Net Calls
-$20.7M
Net Calls Change
-$5.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
WCM
2
Wedge Capital Management
North Carolina
$49.4M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$71.8M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$266M
5
Truist Financial
5
Truist Financial
North Carolina
$41.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.2B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$148M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.6M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$8.43M -$269K -4,237 -3%
Cerity Partners
77
Cerity Partners
New York
$8.43M +$2.73M +42,934 +48%
EF
78
Empowered Funds
Pennsylvania
$8.25M +$7.51M +118,228 +1,014%
Teacher Retirement System of Texas
79
Teacher Retirement System of Texas
Texas
$8.01M -$3.12M -49,089 -28%
Allspring Global Investments
80
Allspring Global Investments
North Carolina
$7.59M +$5.82M +91,604 +330%
RB
81
Rodgers Brothers
Pennsylvania
$7.22M -$235K -3,700 -3%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.17M -$270K -4,255 -4%
Nordea Investment Management
83
Nordea Investment Management
Sweden
$7.14M -$286K -4,477 -4%
Comerica Bank
84
Comerica Bank
Texas
$6.91M +$2.67M +41,998 +63%
TA
85
Tectonic Advisors
Texas
$6.85M +$430K +6,769 +7%
Mitsubishi UFJ Trust & Banking
86
Mitsubishi UFJ Trust & Banking
Japan
$6.84M +$457K +7,190 +7%
Treasurer of the State of North Carolina
87
Treasurer of the State of North Carolina
North Carolina
$6.81M +$809K +12,737 +13%
Wells Fargo
88
Wells Fargo
California
$6.63M -$479K -7,535 -7%
WG
89
Winton Group
United Kingdom
$6.63M +$6.63M +104,271 New
Allianz Asset Management
90
Allianz Asset Management
Germany
$6.61M +$746K +11,739 +13%
CGH
91
Crossmark Global Holdings
Texas
$6.6M -$809K -12,734 -11%
CIC
92
Crawford Investment Counsel
Georgia
$6.33M -$70K -1,101 -1%
Los Angeles Capital Management
93
Los Angeles Capital Management
California
$6.18M -$4.72M -74,293 -43%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$6.11M -$150K -2,355 -2%
PHK
95
Point72 Hong Kong
Hong Kong
$6.06M +$6.06M +95,425 New
SBH
96
Segall Bryant & Hamill
Illinois
$6.05M +$6.05M +95,126 New
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$5.99M -$1.31M -20,600 -18%
Barclays
98
Barclays
United Kingdom
$5.93M +$460K +7,238 +8%
Jane Street
99
Jane Street
New York
$5.72M +$1.78M +28,081 +45%
PI
100
PEAK6 Investments
Illinois
$5.6M +$5.6M +88,097 New
2 3
4
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