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H&R Block
HRB

Overview Fund Activity

538 hedge funds and large institutions have $7.81B invested in H&R Block in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 171 increasing their positions, 173 reducing their positions, and 49 closing their positions.

Holders
538
Holders Change
+44
Holders Change %
+8.91%
% of All Funds
7.78%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
97
Increased
171
Reduced
173
Closed
49
Calls
$50.8M
Puts
$71.5M
Net Calls
-$20.7M
Net Calls Change
-$5.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
WCM
2
Wedge Capital Management
North Carolina
$49.4M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$71.8M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$266M
5
Truist Financial
5
Truist Financial
North Carolina
$41.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.2B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$148M
3
Citadel Advisors
3
Citadel Advisors
Florida
$14.6M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
RHAM
126
Round Hill Asset Management
California
$3.84M -$113K -1,775 -3%
AIMCA
127
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.81M -$1.61M -25,400 -30%
PI
128
PGGM Investments
Netherlands
$3.75M -$645K -10,152 -15%
QCM
129
Quantinno Capital Management
New York
$3.73M +$1.12M +17,580 +43%
State of Tennessee, Department of Treasury
130
State of Tennessee, Department of Treasury
Tennessee
$3.62M +$381K +6,000 +12%
APF
131
Alaska Permanent Fund
Alaska
$3.6M – – –
CB
132
Commerce Bank
Missouri
$3.5M +$541K +8,513 +18%
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$3.41M -$2.82M -44,340 -45%
RCM
134
Rings Capital Management
Illinois
$3.37M – – –
YCM
135
Yousif Capital Management
Michigan
$3.35M -$458K -7,203 -12%
MCM
136
Monument Capital Management
Virginia
$3.35M +$31.8K +501 +1%
State of New Jersey Common Pension Fund D
137
State of New Jersey Common Pension Fund D
New Jersey
$3.25M – – –
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$3.16M -$77.5K -1,220 -2%
AAM
139
Auxier Asset Management
Oregon
$3.15M -$636 -10 -0%
AM
140
AGF Management
Ontario, Canada
$3.05M -$445 -7 -0%
Mariner
141
Mariner
Kansas
$3M +$375K +5,903 +14%
TAM
142
Tealwood Asset Management
Minnesota
$2.97M -$40.7K -641 -1%
SOADOR
143
State of Alaska Department of Revenue
Alaska
$2.94M +$69.9K +1,100 +2%
BC
144
Burney Company
Virginia
$2.91M -$738K -11,610 -20%
KCM
145
Kendall Capital Management
Maryland
$2.89M +$207K +3,255 +8%
AFA
146
Abacus FCF Advisors
Florida
$2.8M +$127 +2 +0%
Deutsche Bank
147
Deutsche Bank
Germany
$2.75M -$5.39M -84,845 -66%
Osaic Holdings
148
Osaic Holdings
Arizona
$2.75M -$549K -8,640 -17%
ORG
149
Optimist Retirement Group
Washington
$2.74M -$150K -2,354 -5%
TCM
150
Teza Capital Management
Illinois
$2.72M +$2.72M +42,774 New
4 5
6
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