HRB icon

H&R Block
HRB

Overview Fund Activity

478 hedge funds and large institutions have $6.27B invested in H&R Block in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 178 reducing their positions, and 46 closing their positions.

Holders
478
Holders Change
+13
Holders Change %
+2.8%
% of All Funds
6.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
63
Increased
152
Reduced
178
Closed
46
Calls
$75.6M
Puts
$53.6M
Net Calls
+$22M
Net Calls Change
+$23.8M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$229M
2
Squarepoint
2
Squarepoint
New York
$41.1M
3
Boston Partners
3
Boston Partners
Massachusetts
$161M
4
Citadel Advisors
4
Citadel Advisors
Florida
$74M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$155M

Top Sellers

1
BlackRock
1
BlackRock
New York
$817M
2
Morgan Stanley
2
Morgan Stanley
New York
$55.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$951K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.02B
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$4M -$185K -3,757 -4%
Jane Street
102
Jane Street
New York
$3.97M +$1.56M +31,696 +64%
MIM
103
MetLife Investment Management
New Jersey
$3.96M -$222K -4,512 -5%
LPL Financial
104
LPL Financial
California
$3.91M -$679K -13,822 -15%
Comerica Bank
105
Comerica Bank
Texas
$3.56M +$430K +8,749 +14%
ECM
106
ExodusPoint Capital Management
New York
$3.39M +$3.39M +68,958 New
Treasurer of the State of North Carolina
107
Treasurer of the State of North Carolina
North Carolina
$3.35M +$21.5K +437 +0.6%
PI
108
PGGM Investments
Netherlands
$3.34M -$52.8K -1,076 -2%
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$3.3M +$10.2K +208 +0.3%
Mitsubishi UFJ Trust & Banking
110
Mitsubishi UFJ Trust & Banking
Japan
$3.28M +$189K +3,910 +6%
PI
111
PEAK6 Investments
Illinois
$3.26M +$3.26M +66,372 New
YCM
112
Yousif Capital Management
Michigan
$3.23M -$167K -3,395 -5%
EP
113
Edgestream Partners
New Jersey
$3.15M +$3.15M +64,129 New
RHAM
114
Round Hill Asset Management
California
$3.11M -$34.4K -700 -1%
Stifel Financial
115
Stifel Financial
Missouri
$3.08M +$525K +10,693 +21%
MC
116
Maverick Capital
Texas
$3.06M +$3.06M +62,260 New
APF
117
Alaska Permanent Fund
Alaska
$3.05M -$403K -8,200 -12%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.03M -$309K -6,284 -9%
Walleye Capital
119
Walleye Capital
New York
$2.9M -$12.6K -256 -0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
120
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.85M – – –
Mirae Asset Global Investments
121
Mirae Asset Global Investments
South Korea
$2.81M +$1.7M +35,552 +153%
BC
122
Burney Company
Virginia
$2.8M -$6.29K -128 -0.2%
AIMCA
123
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.79M – – –
RCM
124
Rings Capital Management
Illinois
$2.6M – – –
Osaic Holdings
125
Osaic Holdings
Arizona
$2.59M -$1.35M -27,420 -34%
3 4
5
6 7