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H&R Block
HRB

Overview Fund Activity

494 hedge funds and large institutions have $6.84B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 46 closing their positions.

Holders
494
Holders Change
+16
Holders Change %
+3.35%
% of All Funds
7.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
74
Increased
166
Reduced
163
Closed
46
Calls
$35.1M
Puts
$50.7M
Net Calls
-$15.6M
Net Calls Change
-$37.7M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$148M
2
Goldman Sachs
2
Goldman Sachs
New York
$81.4M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$115M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$25.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$797M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$123M
2
Squarepoint
2
Squarepoint
New York
$1.82M
3
State Street
3
State Street
Massachusetts
$257M
4
Citadel Advisors
4
Citadel Advisors
Florida
$43.7M
5
Man Group
5
Man Group
United Kingdom
$266K
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
101
Millennium Management
New York
$4.82M 88,826 +69,847 +368%
AB
102
Amalgamated Bank
New York
$4.75M 87,661 -11,801 -12%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$4.75M 87,618 +52,654 +151%
Barclays
104
Barclays
United Kingdom
$4.67M 86,062 -92,225 -52%
AIMCA
105
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.63M 85,300 +28,500 +50%
HWAM
106
Hennion & Walsh Asset Management
New Jersey
$4.55M 83,985 -4,038 -5%
BGIM
107
Brandywine Global Investment Management
Pennsylvania
$4.47M 82,369 +41,443 +101%
MOACM
108
Mutual of America Capital Management
New York
$4.33M 79,888 -3,247 -4%
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$4.14M 77,291 +18,481 +31%
LPL Financial
110
LPL Financial
California
$4.14M 76,252 -3,465 -4%
MIM
111
MetLife Investment Management
New Jersey
$4.05M 74,715 -5,854 -7%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$3.89M 71,767 +25,225 +54%
PI
113
PGGM Investments
Netherlands
$3.75M 69,076 +1,005 +1%
Comerica Bank
114
Comerica Bank
Texas
$3.62M 66,742 -5,684 -8%
Stifel Financial
115
Stifel Financial
Missouri
$3.47M 63,981 +1,332 +2%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.38M 62,364 +702 +1%
RHAM
117
Round Hill Asset Management
California
$3.37M 62,228 -1,071 -2%
Jane Street
118
Jane Street
New York
$3.36M 61,915 -18,929 -23%
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$3.34M 61,647 -32,623 -35%
APF
120
Alaska Permanent Fund
Alaska
$3.28M 56,639 -5,450 -9%
YCM
121
Yousif Capital Management
Michigan
$3.25M 59,946 -5,745 -9%
BC
122
Burney Company
Virginia
$3.11M 57,327 +349 +0.6%
SG Americas Securities
123
SG Americas Securities
New York
$2.94M 54,248 +54,248 New
RCM
124
Rings Capital Management
Illinois
$2.87M 53,000 – –
MCM
125
Monument Capital Management
Virginia
$2.83M 52,139 +1,546 +3%
3 4
5
6 7