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H&R Block
HRB

Overview Fund Activity

546 hedge funds and large institutions have $6.67B invested in H&R Block in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 165 reducing their positions, and 66 closing their positions.

Holders
546
Holders Change
+8
Holders Change %
+1.49%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
212
Reduced
165
Closed
66
Calls
$34.6M
Puts
$42.5M
Net Calls
-$7.85M
Net Calls Change
+$12.9M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$238M
2
Norges Bank
2
Norges Bank
Norway
$57.3M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$137M
4
UBS Group
4
UBS Group
Switzerland
$43.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$248M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$761M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.16M
3
Victory Capital Management
3
Victory Capital Management
Texas
$3.94M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$107M
5
EGM
5
Engineers Gate Manager
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RA
76
Royce & Associates
New York
$8.25M 156,056 -8,500 -5%
CF
77
Corebridge Financial
Texas
$8.21M 155,394 -9,994 -6%
DekaBank Deutsche Girozentrale
78
DekaBank Deutsche Girozentrale
Germany
$8.12M 154,795 – –
Jane Street
79
Jane Street
New York
$7.52M 142,360 +52,364 +58%
Barclays
80
Barclays
United Kingdom
$7.06M 133,539 +40,239 +43%
Millennium Management
81
Millennium Management
New York
$6.93M 131,151 -159,364 -55%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$6.9M 130,544 -2,165 -2%
Mitsubishi UFJ Trust & Banking
83
Mitsubishi UFJ Trust & Banking
Japan
$6.85M 129,595 +21,934 +20%
Cerity Partners
84
Cerity Partners
New York
$6.8M 115,637 -17,026 -13%
Teacher Retirement System of Texas
85
Teacher Retirement System of Texas
Texas
$6.62M 125,340 -658 -0.5%
Canada Life
86
Canada Life
Manitoba, Canada
$6.54M 123,685 -63,588 -34%
TA
87
Tectonic Advisors
Texas
$6.38M 120,808 +13,090 +12%
Nordea Investment Management
88
Nordea Investment Management
Sweden
$6.26M 118,616 +6,701 +6%
RB
89
Rodgers Brothers
Pennsylvania
$5.85M 110,700 -2,950 -3%
Comerica Bank
90
Comerica Bank
Texas
$5.84M 110,603 +1,863 +2%
Treasurer of the State of North Carolina
91
Treasurer of the State of North Carolina
North Carolina
$5.78M 109,456 +2,241 +2%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.76M 108,973 -3,837 -3%
CGH
93
Crossmark Global Holdings
Texas
$5.66M 107,075 +3,280 +3%
PEAK6
94
PEAK6
Illinois
$5.53M 104,617 +104,617 New
American Century Companies
95
American Century Companies
Missouri
$5.46M 103,360 -122,857 -54%
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$5.44M 101,800 +15,379 +18%
RIM
97
Redwood Investment Management
Arizona
$5.41M 102,452 +26,102 +34%
CIC
98
Crawford Investment Counsel
Georgia
$5.36M 101,417 +1,741 +2%
Wells Fargo
99
Wells Fargo
California
$5.22M 98,872 -5,415 -5%
LPL Financial
100
LPL Financial
California
$5.21M 98,592 +25,215 +34%
2 3
4
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