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H&R Block
HRB

Overview Fund Activity

546 hedge funds and large institutions have $6.67B invested in H&R Block in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 165 reducing their positions, and 66 closing their positions.

Holders
546
Holders Change
+8
Holders Change %
+1.49%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
212
Reduced
165
Closed
66
Calls
$34.6M
Puts
$42.5M
Net Calls
-$7.85M
Net Calls Change
+$12.9M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$238M
2
Norges Bank
2
Norges Bank
Norway
$57.3M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$137M
4
UBS Group
4
UBS Group
Switzerland
$43.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$248M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$761M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.16M
3
Victory Capital Management
3
Victory Capital Management
Texas
$3.94M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$107M
5
EGM
5
Engineers Gate Manager
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SBH
101
Segall Bryant & Hamill
Illinois
$5.03M 95,116 -10 -0%
State of Wisconsin Investment Board
102
State of Wisconsin Investment Board
Wisconsin
$4.91M 92,892 -3,266 -3%
New York State Common Retirement Fund
103
New York State Common Retirement Fund
New York
$4.8M 90,779 -3,500 -4%
AIMCA
104
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.76M 90,000 +30,100 +50%
Federated Hermes
105
Federated Hermes
Pennsylvania
$4.75M 89,918 +73,327 +442%
Amundi
106
Amundi
France
$4.74M 87,240 +1,307 +2%
Verition Fund Management
107
Verition Fund Management
Connecticut
$4.55M 86,151 +61,571 +250%
BGIM
108
Brandywine Global Investment Management
Pennsylvania
$4.53M 85,816 -5,833 -6%
RL
109
Ruffer LLP
United Kingdom
$4.2M 79,547 +79,547 New
Allianz Asset Management
110
Allianz Asset Management
Germany
$4.16M 78,778 -25,304 -24%
MIM
111
MetLife Investment Management
New Jersey
$4.15M 78,475 +5,110 +7%
Victory Capital Management
112
Victory Capital Management
Texas
$3.94M 74,605 -424,936 -85%
LG
113
Leuthold Group
Minnesota
$3.89M 73,669 +73,669 New
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$3.88M 73,434 -10,909 -13%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$3.86M 72,482 -10,845 -13%
Man Group
116
Man Group
United Kingdom
$3.84M 72,619 +42,359 +140%
MOACM
117
Mutual of America Capital Management
New York
$3.83M 72,394 -3,051 -4%
Macquarie Group
118
Macquarie Group
Australia
$3.78M 71,591 +7,879 +12%
Creative Planning
119
Creative Planning
Kansas
$3.77M 71,259 -14,916 -17%
Citigroup
120
Citigroup
New York
$3.59M 67,910 +33,723 +99%
HWAM
121
Hennion & Walsh Asset Management
New Jersey
$3.55M 67,192 -13,058 -16%
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$3.53M 66,780 +655 +1%
AB
123
Amalgamated Bank
New York
$3.47M 65,721 -4,372 -6%
BAMF
124
BI Asset Management Fondsmaeglerselskab
Denmark
$3.44M 65,155 +65,155 New
Janus Henderson Group
125
Janus Henderson Group
United Kingdom
$3.43M 64,840 +1,981 +3%
3 4
5
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