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H&R Block
HRB

Overview Fund Activity

557 hedge funds and large institutions have $6.96B invested in H&R Block in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 180 increasing their positions, 210 reducing their positions, and 62 closing their positions.

Holders
557
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
81
Increased
180
Reduced
210
Closed
62
Calls
$15.5M
Puts
$25.9M
Net Calls
-$10.4M
Net Calls Change
-$2.56M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$70.7M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$205M
3
Millennium Management
3
Millennium Management
New York
$56.4M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$48.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$52.8M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$92.7M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$56.9M
3
Invesco
3
Invesco
Georgia
$23M
4
Norges Bank
4
Norges Bank
Norway
$0
5
Boston Partners
5
Boston Partners
Massachusetts
$207M
Name Market Value Shares Shares
Change 		Shares
Change %
IIM
101
INTECH Investment Management
Florida
$6.16M 112,109 -69,300 -38%
Treasurer of the State of North Carolina
102
Treasurer of the State of North Carolina
North Carolina
$6.09M 110,939 +1,483 +1%
RB
103
Rodgers Brothers
Pennsylvania
$6.03M 109,900 -800 -0.7%
LPL Financial
104
LPL Financial
California
$5.89M 107,190 +8,598 +9%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.83M 106,137 -2,836 -3%
Comerica Bank
106
Comerica Bank
Texas
$5.71M 104,048 -6,555 -6%
CIC
107
Crawford Investment Counsel
Georgia
$5.69M 103,678 +2,261 +2%
BHCM
108
Brevan Howard Capital Management
Jersey
$5.69M 103,627 +103,627 New
Allspring Global Investments
109
Allspring Global Investments
North Carolina
$5.67M 100,601 +49,827 +98%
RL
110
Ruffer LLP
United Kingdom
$5.42M 98,621 +19,074 +24%
Macquarie Group
111
Macquarie Group
Australia
$5.41M 98,456 +26,865 +38%
Cerity Partners
112
Cerity Partners
New York
$5.24M 95,441 -20,196 -17%
SBH
113
Segall Bryant & Hamill
Illinois
$5.22M 95,000 -116 -0.1%
Schroder Investment Management Group
114
Schroder Investment Management Group
United Kingdom
$5.1M 94,349 -98,990 -51%
Federated Hermes
115
Federated Hermes
Pennsylvania
$5.1M 92,862 +2,944 +3%
RIM
116
Redwood Investment Management
Arizona
$5.09M 92,654 -9,798 -10%
Two Sigma Advisers
117
Two Sigma Advisers
New York
$4.99M 90,900 +90,900 New
Amundi
118
Amundi
France
$4.94M 86,799 -441 -0.5%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$4.67M 85,053 -7,839 -8%
New York State Common Retirement Fund
120
New York State Common Retirement Fund
New York
$4.61M 83,979 -6,800 -7%
Allianz Asset Management
121
Allianz Asset Management
Germany
$4.6M 83,816 +5,038 +6%
Prudential Financial
122
Prudential Financial
New Jersey
$4.56M 76,042 +29,475 +63%
BGIM
123
Brandywine Global Investment Management
Pennsylvania
$4.51M 82,224 -3,592 -4%
Creative Planning
124
Creative Planning
Kansas
$4.49M 81,843 +10,584 +15%
Janus Henderson Group
125
Janus Henderson Group
United Kingdom
$4.17M 77,156 +12,316 +19%
3 4
5
6 7