HRB icon

H&R Block
HRB

Overview Fund Activity

408 hedge funds and large institutions have $5.71B invested in H&R Block in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
408
Holders Change
+14
Holders Change %
+3.55%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
69
Increased
124
Reduced
141
Closed
51
Calls
$62.7M
Puts
$52.1M
Net Calls
+$10.6M
Net Calls Change
+$18.9M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$119M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$50.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$13.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$50.9M
5
Norges Bank
5
Norges Bank
Norway
$70.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$944M
3
Man Group
3
Man Group
United Kingdom
$28.8M
4
Invesco
4
Invesco
Georgia
$21.3M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$7.65M
Name Market Value Shares Shares
Change 		Shares
Change %
GT
126
Glenmede Trust
Pennsylvania
$2.61M 60,634 +2,643 +5%
Deutsche Bank
127
Deutsche Bank
Germany
$2.54M 58,927 +685 +1%
QCM
128
QRG Capital Management
Illinois
$2.47M 57,455 +57,455 New
AIMCA
129
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.45M 56,800 – –
BWC
130
Blue Whale Capital
United Kingdom
$2.37M 55,000 +55,000 New
AAM
131
Auxier Asset Management
Oregon
$2.31M 53,577 -170 -0.3%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$2.3M 53,398 +25,154 +89%
RCM
133
Rings Capital Management
Illinois
$2.28M 53,000 – –
DFCM
134
Dark Forest Capital Management
Puerto Rico
$2.27M 52,814 +52,814 New
Stifel Financial
135
Stifel Financial
Missouri
$2.2M 51,122 -530 -1%
HI
136
Human Investing
Oregon
$2.2M 51,073 -678 -1%
OTPPB
137
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.13M 49,386 -33,805 -41%
EF
138
Empowered Funds
Pennsylvania
$2.02M 46,894 +46,894 New
CB
139
Commerce Bank
Missouri
$1.99M 46,106 +2,028 +5%
Russell Investments Group
140
Russell Investments Group
United Kingdom
$1.92M 44,532 +4,230 +10%
ASRS
141
Arizona State Retirement System
Arizona
$1.87M 43,360 +588 +1%
LSERS
142
Louisiana State Employees Retirement System
Louisiana
$1.86M 43,100 -1,400 -3%
OPERF
143
Oregon Public Employees Retirement Fund
Oregon
$1.84M 42,739 -1,300 -3%
SGI
144
Summit Global Investments
Utah
$1.79M 41,619 -2,198 -5%
Creative Planning
145
Creative Planning
Kansas
$1.79M 41,532 -35,694 -46%
Aviva
146
Aviva
United Kingdom
$1.69M 39,230 +39,230 New
RWM
147
Ritholtz Wealth Management
New York
$1.68M 38,973 +2,878 +8%
M&T Bank
148
M&T Bank
New York
$1.68M 38,947 +380 +1%
ACM
149
Argyle Capital Management
Pennsylvania
$1.66M 38,500 – –
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
$1.64M 38,131 -1,175 -3%
4 5
6
7 8