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H&R Block
HRB

Overview Fund Activity

465 hedge funds and large institutions have $6.15B invested in H&R Block in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
465
Holders Change
+57
Holders Change %
+13.97%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
103
Increased
126
Reduced
158
Closed
41
Calls
$43.3M
Puts
$45M
Net Calls
-$1.75M
Net Calls Change
-$12.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.4M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$37.8M
4
Man Group
4
Man Group
United Kingdom
$27.3M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$21.5M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$229M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.6M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
State Street
4
State Street
Massachusetts
$266M
5
BlackRock
5
BlackRock
New York
$865M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$2.51M 51,956 +834 +2%
ORG
127
Optimist Retirement Group
Washington
$2.5M 51,751 +51,751 New
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$2.47M 50,998 -2,400 -4%
Citigroup
129
Citigroup
New York
$2.44M 50,349 -55,300 -52%
AAM
130
Auxier Asset Management
Oregon
$2.41M 49,875 -3,702 -7%
Jane Street
131
Jane Street
New York
$2.38M 49,148 -66,340 -57%
Aviva
132
Aviva
United Kingdom
$2.34M 48,437 +9,207 +23%
MCM
133
Monument Capital Management
Virginia
$2.3M 47,521 +47,521 New
Deutsche Bank
134
Deutsche Bank
Germany
$2.27M 46,981 -11,946 -20%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$2.27M 46,908 -30,127 -39%
CB
136
Commerce Bank
Missouri
$2.26M 46,705 +599 +1%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$2.21M 45,699 +16,335 +56%
HI
138
Human Investing
Oregon
$2.18M 45,030 -6,043 -12%
Mariner
139
Mariner
Kansas
$2.11M 43,690 +20,927 +92%
Creative Planning
140
Creative Planning
Kansas
$2.09M 43,210 +1,678 +4%
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$1.99M 41,233 +17,671 +75%
RWM
142
Ritholtz Wealth Management
New York
$1.99M 41,163 +2,190 +6%
ASRS
143
Arizona State Retirement System
Arizona
$1.98M 40,868 -2,492 -6%
OPERF
144
Oregon Public Employees Retirement Fund
Oregon
$1.96M 40,439 -2,300 -5%
LSERS
145
Louisiana State Employees Retirement System
Louisiana
$1.95M 40,400 -2,700 -6%
BGIM
146
Brandywine Global Investment Management
Pennsylvania
$1.94M 40,011 +20,123 +101%
State of Tennessee, Department of Treasury
147
State of Tennessee, Department of Treasury
Tennessee
$1.89M 39,000 +39,000 New
M&T Bank
148
M&T Bank
New York
$1.88M 38,893 -54 -0.1%
CCP
149
Cunning Capital Partners
North Carolina
$1.82M 37,575 – –
Walleye Trading
150
Walleye Trading
New York
$1.8M 37,197 +31,982 +613%
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