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H&R Block
HRB

Overview Fund Activity

494 hedge funds and large institutions have $6.84B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 46 closing their positions.

Holders
494
Holders Change
+16
Holders Change %
+3.35%
% of All Funds
7.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
74
Increased
166
Reduced
163
Closed
46
Calls
$35.1M
Puts
$50.7M
Net Calls
-$15.6M
Net Calls Change
-$37.7M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$148M
2
Goldman Sachs
2
Goldman Sachs
New York
$81.4M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$115M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$25.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$797M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$123M
2
Squarepoint
2
Squarepoint
New York
$1.82M
3
State Street
3
State Street
Massachusetts
$257M
4
Citadel Advisors
4
Citadel Advisors
Florida
$43.7M
5
Man Group
5
Man Group
United Kingdom
$266K
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
126
Osaic Holdings
Arizona
$2.82M 51,908 -749 -1%
EGM
127
Engineers Gate Manager
New York
$2.78M 51,305 +21,914 +75%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$2.77M 51,091 -30,431 -37%
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$2.77M 50,998 – –
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$2.77M 51,000 +6,000 +13%
AAM
131
Auxier Asset Management
Oregon
$2.69M 49,530 -25 -0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
132
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.65M 48,800 -9,200 -16%
AM
133
AGF Management
Ontario, Canada
$2.61M 48,045 +1,398 +3%
TAM
134
Tealwood Asset Management
Minnesota
$2.57M 47,375 -228 -0.5%
CCIA
135
Campbell & Co Investment Adviser
Maryland
$2.55M 46,939 +28,349 +152%
CB
136
Commerce Bank
Missouri
$2.53M 46,566 -169 -0.4%
Creative Planning
137
Creative Planning
Kansas
$2.5M 46,185 -2,346 -5%
ORG
138
Optimist Retirement Group
Washington
$2.46M 45,436 -4,593 -9%
SOADOR
139
State of Alaska Department of Revenue
Alaska
$2.45M 45,138 – –
WCM
140
Wedge Capital Management
North Carolina
$2.44M 44,905 -4,555 -9%
AFA
141
Abacus FCF Advisors
Florida
$2.39M 44,049 +11,814 +37%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$2.36M 43,519 -286 -0.7%
HI
143
Human Investing
Oregon
$2.33M 42,944 -1,607 -4%
KCM
144
Kendall Capital Management
Maryland
$2.29M 42,290 +11,285 +36%
Mariner
145
Mariner
Kansas
$2.24M 41,240 -3,995 -9%
QCM
146
Quantinno Capital Management
New York
$2.23M 41,129 +22,367 +119%
Macquarie Group
147
Macquarie Group
Australia
$2.23M 41,063 +663 +2%
Jacobs Levy Equity Management
148
Jacobs Levy Equity Management
New Jersey
$2.21M 40,796 +40,796 New
Citigroup
149
Citigroup
New York
$2.17M 40,079 +4,432 +12%
LSERS
150
Louisiana State Employees Retirement System
Louisiana
$2.14M 39,500 -700 -2%
4 5
6
7 8