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H&R Block
HRB

Overview Fund Activity

408 hedge funds and large institutions have $5.71B invested in H&R Block in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
408
Holders Change
+14
Holders Change %
+3.55%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
69
Increased
124
Reduced
141
Closed
51
Calls
$62.7M
Puts
$52.1M
Net Calls
+$10.6M
Net Calls Change
+$18.9M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$119M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$50.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$13.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$50.9M
5
Norges Bank
5
Norges Bank
Norway
$70.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$944M
3
Man Group
3
Man Group
United Kingdom
$28.8M
4
Invesco
4
Invesco
Georgia
$21.3M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$7.65M
Name Market Value Shares Shares
Change 		Shares
Change %
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$3.93M 91,333 -51,658 -36%
Treasurer of the State of North Carolina
102
Treasurer of the State of North Carolina
North Carolina
$3.82M 88,628 +416 +0.5%
Mackenzie Financial
103
Mackenzie Financial
Ontario, Canada
$3.8M 91,841 -80,157 -47%
State of New Jersey Common Pension Fund D
104
State of New Jersey Common Pension Fund D
New Jersey
$3.67M 85,279 -3,765 -4%
WI
105
WBI Investments
New Jersey
$3.57M 82,948 +82,948 New
LPL Financial
106
LPL Financial
California
$3.53M 82,047 +3,047 +4%
T. Rowe Price Associates
107
T. Rowe Price Associates
Maryland
$3.52M 81,761 +2,959 +4%
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$3.32M 77,035 -1,827 -2%
AM
109
AGF Management
Ontario, Canada
$3.28M 76,141 +76,141 New
Massachusetts Financial Services
110
Massachusetts Financial Services
Massachusetts
$3.2M 74,339 – –
YCM
111
Yousif Capital Management
Michigan
$3.19M 74,014 -4,070 -5%
DekaBank Deutsche Girozentrale
112
DekaBank Deutsche Girozentrale
Germany
$3.17M 74,214 -762 -1%
APF
113
Alaska Permanent Fund
Alaska
$3.16M 73,400 – –
CGH
114
Crossmark Global Holdings
Texas
$3.02M 70,860 +56,745 +402%
Mitsubishi UFJ Trust & Banking
115
Mitsubishi UFJ Trust & Banking
Japan
$3.01M 69,885 +19,052 +37%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.97M 69,051 -6,872 -9%
Teacher Retirement System of Texas
117
Teacher Retirement System of Texas
Texas
$2.97M 68,846 +33,574 +95%
PI
118
PGGM Investments
Netherlands
$2.89M 67,079 -239 -0.4%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$2.89M 66,994 -1,710 -2%
Comerica Bank
120
Comerica Bank
Texas
$2.86M 66,490 +59,394 +837%
Millennium Management
121
Millennium Management
New York
$2.8M 65,063 -1,149,159 -95%
RHAM
122
Round Hill Asset Management
California
$2.79M 64,899 -2,853 -4%
AG
123
Algert Global
California
$2.76M 64,110 +64,110 New
GC
124
Guggenheim Capital
Illinois
$2.69M 62,566 -2,216 -3%
SEC
125
Seven Eight Capital
New York
$2.65M 61,506 +61,506 New
3 4
5
6 7