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H&R Block
HRB

Overview Fund Activity

394 hedge funds and large institutions have $4.31B invested in H&R Block in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 161 reducing their positions, and 75 closing their positions.

Holders
394
Holders Change
-26
Holders Change %
-6.19%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
52
Increased
115
Reduced
161
Closed
75
Calls
$27.7M
Puts
$36M
Net Calls
-$8.32M
Net Calls Change
-$27M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$211M
2
Citadel Advisors
2
Citadel Advisors
Florida
$61.5M
3
Millennium Management
3
Millennium Management
New York
$38.7M
4
Man Group
4
Man Group
United Kingdom
$20.8M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$92.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$121M
2
Bank of America
2
Bank of America
North Carolina
$17.5M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$16.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$26.7M
5
Boston Partners
5
Boston Partners
Massachusetts
$82.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
101
Jane Street
New York
$2.7M +$201K +6,318 +8%
Balyasny Asset Management
102
Balyasny Asset Management
Illinois
$2.7M +$1.43M +44,976 +114%
OTPPB
103
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.65M -$1.07M -33,607 -29%
Envestnet Asset Management
104
Envestnet Asset Management
Illinois
$2.64M -$10.6M -331,058 -80%
State of Tennessee, Department of Treasury
105
State of Tennessee, Department of Treasury
Tennessee
$2.56M +$2.56M +80,295 New
VRS
106
Virginia Retirement Systems
Virginia
$2.53M +$118K +3,700 +5%
LPL Financial
107
LPL Financial
California
$2.52M -$1.15M -35,971 -31%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$2.51M +$327K +10,259 +15%
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
$2.51M -$177K -5,550 -7%
YCM
110
Yousif Capital Management
Michigan
$2.49M -$100K -3,153 -4%
Creative Planning
111
Creative Planning
Kansas
$2.46M +$1.31M +41,148 +114%
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.42M -$655K -20,564 -21%
DekaBank Deutsche Girozentrale
113
DekaBank Deutsche Girozentrale
Germany
$2.39M -$461K -14,482 -16%
TI
114
Trexquant Investment
Connecticut
$2.39M +$2.39M +74,864 New
Massachusetts Financial Services
115
Massachusetts Financial Services
Massachusetts
$2.37M +$18.4K +578 +0.8%
COPPSERS
116
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.35M +$160K +5,026 +7%
Janus Henderson Group
117
Janus Henderson Group
United Kingdom
$2.34M -$5.32K -167 -0.2%
APF
118
Alaska Permanent Fund
Alaska
$2.34M +$2.34M +73,400 New
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$2.19M +$2.19M +68,704 New
SSA
120
Schonfeld Strategic Advisors
New York
$2.18M +$1.92M +60,357 +763%
RHAM
121
Round Hill Asset Management
California
$2.16M -$11.2K -350 -0.5%
PI
122
PGGM Investments
Netherlands
$2.15M -$132K -4,130 -6%
HSA
123
Hussman Strategic Advisors
Maryland
$2.07M -$398K -12,500 -16%
Canada Pension Plan Investment Board
124
Canada Pension Plan Investment Board
Ontario, Canada
$2.07M +$408K +12,800 +25%
GC
125
Guggenheim Capital
Illinois
$2.06M +$871K +27,318 +73%
3 4
5
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