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H&R Block
HRB

495 hedge funds and large institutions have $6.85B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 167 increasing their positions, 163 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 48

9% more capital invested

Capital invested by funds: $6.29B → $6.85B (+$562M)

3% more funds holding

Funds holding: 480 → 495 (+15)

2% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 163

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.31% less ownership

Funds ownership: 91.85% → 90.54% (-1.3%)

31% less call options, than puts

Call options by funds: $35.1M | Put options by funds: $50.7M

Holders
495
Holders Change
+15
Holders Change %
+3.13%
% of All Funds
7.15%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
74
Increased
167
Reduced
163
Closed
48
Calls
$35.1M
Puts
$50.7M
Net Calls
-$15.6M
Net Calls Change
-$37.7M

Top Buyers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$46.8M
2
Goldman Sachs
Goldman Sachs
New York
+$36.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
+$30.2M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$23.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$23M

Top Sellers

Rank Fund Capital Flow
1
Lazard Asset Management
Lazard Asset Management
New York
-$131M
2
Squarepoint
Squarepoint
New York
-$40M
3
State Street
State Street
Massachusetts
-$39.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$34.9M
5
Man Group
Man Group
United Kingdom
-$19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
126
Osaic Holdings
Arizona
$2.82M -$37.3K -749 -1%
EGM
127
Engineers Gate Manager
New York
$2.78M +$1.09M +21,914 +75%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$2.77M -$1.51M -30,431 -37%
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$2.77M – – –
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$2.77M +$299K +6,000 +13%
AAM
131
Auxier Asset Management
Oregon
$2.69M -$1.25K -25 -0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
132
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.65M -$458K -9,200 -16%
AM
133
AGF Management
Ontario, Canada
$2.61M +$69.6K +1,398 +3%
TAM
134
Tealwood Asset Management
Minnesota
$2.57M -$11.4K -228 -0.5%
CCIA
135
Campbell & Co Investment Adviser
Maryland
$2.55M +$1.41M +28,349 +152%
CB
136
Commerce Bank
Missouri
$2.53M -$8.41K -169 -0.4%
Creative Planning
137
Creative Planning
Kansas
$2.5M -$117K -2,346 -5%
ORG
138
Optimist Retirement Group
Washington
$2.46M -$229K -4,593 -9%
SOADOR
139
State of Alaska Department of Revenue
Alaska
$2.45M – – –
WCM
140
Wedge Capital Management
North Carolina
$2.44M -$227K -4,555 -9%
AFA
141
Abacus FCF Advisors
Florida
$2.39M +$588K +11,814 +37%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$2.36M -$14.2K -286 -0.7%
HI
143
Human Investing
Oregon
$2.33M -$80K -1,607 -4%
KCM
144
Kendall Capital Management
Maryland
$2.29M +$562K +11,285 +36%
Mariner
145
Mariner
Kansas
$2.24M -$199K -3,995 -9%
QCM
146
Quantinno Capital Management
New York
$2.23M +$1.11M +22,367 +119%
Macquarie Group
147
Macquarie Group
Australia
$2.23M +$33K +663 +2%
Jacobs Levy Equity Management
148
Jacobs Levy Equity Management
New Jersey
$2.21M +$2.03M +40,796 New
Citigroup
149
Citigroup
New York
$2.17M +$221K +4,432 +12%
LSERS
150
Louisiana State Employees Retirement System
Louisiana
$2.14M -$34.8K -700 -2%
4 5
6
7 8

HRB Hedge Fund Activity: Q2 2024 in Review

495 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q2 2024, worth a combined $6.85B — up 8.9% from $6.29B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new HRB positions and 48 closed out — a net gain of 26 holders — while 167 added to existing stakes and 163 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $46.8M. The largest seller was Lazard Asset Management, cutting an estimated $131M.

  • 495 institutional investors held H&R Block (HRB) as of Q2 2024, up from 480 in Q1 2024.
  • Funds reported $6.85B of H&R Block stock for Q2 2024, up 8.9% quarter-over-quarter.
  • 74 funds opened new H&R Block positions in Q2 2024 and 48 closed out, a net change of +26 holders.
  • The largest H&R Block buyer in Q2 2024 was Pacer Advisors, an estimated $46.8M added.
  • The largest H&R Block seller in Q2 2024 was Lazard Asset Management, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2024.