HRB icon

H&R Block
HRB

Overview Fund Activity

538 hedge funds and large institutions have $7.81B invested in H&R Block in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 171 increasing their positions, 173 reducing their positions, and 49 closing their positions.

Holders
538
Holders Change
+44
Holders Change %
+8.91%
% of All Funds
7.78%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
97
Increased
171
Reduced
173
Closed
49
Calls
$50.8M
Puts
$71.5M
Net Calls
-$20.7M
Net Calls Change
-$5.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
WCM
2
Wedge Capital Management
North Carolina
$49.4M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$71.8M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$266M
5
Truist Financial
5
Truist Financial
North Carolina
$41.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.2B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$148M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.6M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
101
HRT Financial
New York
$5.57M -$2.53M -39,767 -31%
Jacobs Levy Equity Management
102
Jacobs Levy Equity Management
New Jersey
$5.56M +$2.97M +46,736 +115%
BGIM
103
Brandywine Global Investment Management
Pennsylvania
$5.56M +$563K +9,280 +11%
Mirae Asset Global Investments
104
Mirae Asset Global Investments
South Korea
$5.5M +$581K +9,130 +12%
Creative Planning
105
Creative Planning
Kansas
$5.48M +$2.54M +39,990 +87%
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$5.33M -$4.09M -63,953 -43%
Amundi
107
Amundi
France
$5.32M +$5.3M +85,718 +39,869%
Caisse de Depot et Placement du Quebec (CDPQ)
108
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.25M +$5.25M +82,600 New
Ensign Peak Advisors
109
Ensign Peak Advisors
Utah
$5.23M +$665K +10,470 +15%
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$5.12M -$308K -5,080 -6%
HWAM
111
Hennion & Walsh Asset Management
New Jersey
$5.1M -$237K -3,735 -4%
PP
112
Prudential plc
United Kingdom
$5.09M -$3.61M -56,862 -42%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$5.06M -$504K -7,928 -9%
RIM
114
Redwood Investment Management
Arizona
$4.86M -$2.18M -34,308 -31%
MOACM
115
Mutual of America Capital Management
New York
$4.79M -$282K -4,443 -6%
LPL Financial
116
LPL Financial
California
$4.66M -$183K -2,875 -4%
MIM
117
MetLife Investment Management
New Jersey
$4.66M -$85.8K -1,350 -2%
AG
118
Algert Global
California
$4.58M +$3.69M +58,057 +413%
AB
119
Amalgamated Bank
New York
$4.45M -$1.12M -17,568 -20%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$4.2M +$4.2M +66,125 New
Stifel Financial
121
Stifel Financial
Missouri
$4.13M +$62.8K +988 +2%
Macquarie Group
122
Macquarie Group
Australia
$4.05M +$1.44M +22,649 +55%
EI
123
EAM Investors
California
$4.04M +$4.04M +63,595 New
Janus Henderson Group
124
Janus Henderson Group
United Kingdom
$4M +$77.1K +1,212 +2%
Mackenzie Financial
125
Mackenzie Financial
Ontario, Canada
$3.9M -$6.36M -100,044 -62%
3 4
5
6 7