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H&R Block
HRB

Overview Fund Activity

553 hedge funds and large institutions have $6.78B invested in H&R Block in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 194 increasing their positions, 204 reducing their positions, and 58 closing their positions.

Holders
553
Holders Change
-4
Holders Change %
-0.72%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
63
Increased
194
Reduced
204
Closed
58
Calls
$13.8M
Puts
$12.5M
Net Calls
+$1.33M
Net Calls Change
+$11.7M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$97.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$101M
3
Goldman Sachs
3
Goldman Sachs
New York
$85M
4
Barclays
4
Barclays
United Kingdom
$27.3M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$20.7M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$8.11M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$760M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$0
4
UBS AM
4
UBS AM
Illinois
$9.45M
5
Millennium Management
5
Millennium Management
New York
$18.8M
Name Market Value Shares Shares
Change 		Shares
Change %
CIC
101
Crawford Investment Counsel
Georgia
$5.54M 101,004 -2,674 -3%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.51M 100,306 -5,831 -5%
RB
103
Rodgers Brothers
Pennsylvania
$5.48M 99,900 -10,000 -9%
Allianz Asset Management
104
Allianz Asset Management
Germany
$5.39M 98,144 +14,328 +17%
Jacobs Levy Equity Management
105
Jacobs Levy Equity Management
New Jersey
$5.39M 98,134 +98,134 New
Grantham, Mayo, Van Otterloo & Co (GMO)
106
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.37M 97,904 -175,217 -64%
Cerity Partners
107
Cerity Partners
New York
$5.26M 95,911 +470 +0.5%
SBH
108
Segall Bryant & Hamill
Illinois
$5.21M 95,000 – –
Mitsubishi UFJ Trust & Banking
109
Mitsubishi UFJ Trust & Banking
Japan
$5.21M 94,844 -24,814 -21%
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$5.17M 94,197 +90,147 +2,226%
Verition Fund Management
111
Verition Fund Management
Connecticut
$5.09M 92,737 +47,886 +107%
YIH
112
Y-Intercept (HK)
Hong Kong
$4.97M 90,635 +71,316 +369%
CCIA
113
Campbell & Co Investment Adviser
Maryland
$4.93M 89,888 +66,975 +292%
IIM
114
INTECH Investment Management
Florida
$4.93M 89,765 -22,344 -20%
Amundi
115
Amundi
France
$4.9M 87,712 +913 +1%
RIM
116
Redwood Investment Management
Arizona
$4.8M 87,449 -5,205 -6%
BWC
117
Blue Whale Capital
United Kingdom
$4.77M 86,990 -473,917 -84%
IMRF
118
Illinois Municipal Retirement Fund
Illinois
$4.76M 86,742 +31,494 +57%
New York State Common Retirement Fund
119
New York State Common Retirement Fund
New York
$4.61M 83,979 – –
JF
120
Jump Financial
Illinois
$4.53M 82,519 +74,935 +988%
Creative Planning
121
Creative Planning
Kansas
$4.49M 81,801 -42 -0.1%
BGIM
122
Brandywine Global Investment Management
Pennsylvania
$4.48M 81,599 -625 -0.8%
RA
123
Royce & Associates
New York
$4.36M 79,456 -63,300 -44%
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$4.34M 78,415 +17,530 +29%
State of Wisconsin Investment Board
125
State of Wisconsin Investment Board
Wisconsin
$4.33M 78,843 -6,210 -7%
3 4
5
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