HRB icon

H&R Block
HRB

Overview Fund Activity

394 hedge funds and large institutions have $4.31B invested in H&R Block in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 161 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-26
Holders Change %
-6.19%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
52
Increased
115
Reduced
161
Closed
75
Calls
$27.7M
Puts
$36M
Net Calls
-$8.32M
Net Calls Change
-$27M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$211M
2
Citadel Advisors
Citadel Advisors
Florida
$61.5M
3
Millennium Management
Millennium Management
New York
$38.7M
4
Man Group
Man Group
United Kingdom
$20.8M
5
AQR Capital Management
AQR Capital Management
Connecticut
$92.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$121M
2
Bank of America
Bank of America
North Carolina
$17.5M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$16.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$26.7M
5
Boston Partners
Boston Partners
Massachusetts
$82.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
126
Glenmede Trust
Pennsylvania
$2.04M -$9.17K -260 -0.4%
Deutsche Bank
127
Deutsche Bank
Germany
$1.86M -$167K -5,255 -8%
AIMCA
128
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.81M – – –
AAM
129
Auxier Asset Management
Oregon
$1.71M – – –
RCM
130
Rings Capital Management
Illinois
$1.69M – – –
DTL
131
Dynamic Technology Lab
Singapore
$1.66M -$843K -26,453 -34%
HI
132
Human Investing
Oregon
$1.65M -$47.7K -1,497 -3%
Stifel Financial
133
Stifel Financial
Missouri
$1.65M -$4.59M -143,979 -74%
AA
134
ALPS Advisors
Colorado
$1.64M +$508K +15,939 +45%
Mitsubishi UFJ Trust & Banking
135
Mitsubishi UFJ Trust & Banking
Japan
$1.62M +$138K +4,326 +9%
Allspring Global Investments
136
Allspring Global Investments
North Carolina
$1.6M +$795K +24,949 +98%
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$1.55M +$609K +19,114 +65%
CCIA
138
Campbell & Co Investment Adviser
Maryland
$1.44M +$384K +12,043 +36%
LSERS
139
Louisiana State Employees Retirement System
Louisiana
$1.42M +$131K +4,100 +10%
CB
140
Commerce Bank
Missouri
$1.4M -$272K -8,536 -16%
OPERF
141
Oregon Public Employees Retirement Fund
Oregon
$1.4M -$12.7K -400 -0.9%
SGI
142
Summit Global Investments
Utah
$1.4M -$11.9K -375 -0.8%
FRM
143
Fox Run Management
Connecticut
$1.39M +$1.39M +43,747 New
ASRS
144
Arizona State Retirement System
Arizona
$1.36M -$72.5K -2,276 -5%
OQS
145
Occudo Quantitative Strategies
Florida
$1.29M -$1.56M -48,900 -55%
Russell Investments Group
146
Russell Investments Group
United Kingdom
$1.28M -$514K -16,110 -29%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$1.25M -$28.1K -881 -2%
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
$1.25M -$216K -6,541 -15%
M&T Bank
149
M&T Bank
New York
$1.23M -$8.67K -272 -0.7%
ACM
150
Argyle Capital Management
Pennsylvania
$1.23M -$180K -5,650 -13%
4 5
6
7 8