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H&R Block
HRB

Overview Fund Activity

465 hedge funds and large institutions have $6.15B invested in H&R Block in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
465
Holders Change
+57
Holders Change %
+13.97%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
103
Increased
126
Reduced
158
Closed
41
Calls
$43.3M
Puts
$45M
Net Calls
-$1.75M
Net Calls Change
-$12.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.4M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$37.8M
4
Man Group
4
Man Group
United Kingdom
$27.3M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$21.5M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$229M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.6M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
State Street
4
State Street
Massachusetts
$266M
5
BlackRock
5
BlackRock
New York
$865M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
101
Osaic Holdings
Arizona
$3.87M 80,077 +44,213 +123%
Janus Henderson Group
102
Janus Henderson Group
United Kingdom
$3.66M 75,714 -54,276 -42%
Tudor Investment Corp
103
Tudor Investment Corp
Connecticut
$3.48M 72,015 -98,864 -58%
Canada Pension Plan Investment Board
104
Canada Pension Plan Investment Board
Ontario, Canada
$3.48M 72,000 +72,000 New
APF
105
Alaska Permanent Fund
Alaska
$3.4M 70,289 -3,111 -4%
PI
106
PGGM Investments
Netherlands
$3.35M 69,147 +2,068 +3%
YCM
107
Yousif Capital Management
Michigan
$3.34M 69,086 -4,928 -7%
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.29M 67,946 -1,105 -2%
Treasurer of the State of North Carolina
109
Treasurer of the State of North Carolina
North Carolina
$3.28M 67,737 -20,891 -24%
Ensign Peak Advisors
110
Ensign Peak Advisors
Utah
$3.27M 67,625 -112,629 -62%
Janney Montgomery Scott
111
Janney Montgomery Scott
Pennsylvania
$3.24M 67,036 +42 +0.1%
Skandinaviska Enskilda Banken (SEB)
112
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.2M 66,200 +66,200 New
OTPPB
113
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.15M 65,196 +15,810 +32%
Mitsubishi UFJ Trust & Banking
114
Mitsubishi UFJ Trust & Banking
Japan
$3.11M 64,183 -5,702 -8%
RHAM
115
Round Hill Asset Management
California
$3.1M 63,999 -900 -1%
Comerica Bank
116
Comerica Bank
Texas
$3.08M 63,677 -2,813 -4%
MVP
117
Miller Value Partners
Florida
$3.05M 63,000 -72,000 -53%
Millennium Management
118
Millennium Management
New York
$3.01M 62,298 -2,765 -4%
AM
119
AGF Management
Ontario, Canada
$2.94M 60,697 -15,444 -20%
Walleye Capital
120
Walleye Capital
New York
$2.87M 59,318 +59,318 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
121
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.81M 58,000 +58,000 New
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$2.78M 57,529 +21,568 +60%
BC
123
Burney Company
Virginia
$2.76M 57,106 +24,628 +76%
AIMCA
124
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.75M 56,800 – –
RCM
125
Rings Capital Management
Illinois
$2.56M 53,000 – –
3 4
5
6 7