HRB icon

H&R Block
HRB

Overview Fund Activity

546 hedge funds and large institutions have $6.67B invested in H&R Block in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 165 reducing their positions, and 66 closing their positions.

Holders
546
Holders Change
+8
Holders Change %
+1.49%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
212
Reduced
165
Closed
66
Calls
$34.6M
Puts
$42.5M
Net Calls
-$7.85M
Net Calls Change
+$12.9M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$238M
2
Norges Bank
2
Norges Bank
Norway
$57.3M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$137M
4
UBS Group
4
UBS Group
Switzerland
$43.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$248M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$761M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.16M
3
Victory Capital Management
3
Victory Capital Management
Texas
$3.94M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$107M
5
EGM
5
Engineers Gate Manager
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AFA
126
Abacus FCF Advisors
Florida
$3.41M 64,511 +20,460 +46%
Stifel Financial
127
Stifel Financial
Missouri
$3.27M 61,897 -3,072 -5%
KK
128
KLP Kapitalforvaltning
Norway
$3.18M 59,900 +59,900 New
Renaissance Technologies
129
Renaissance Technologies
New York
$3.16M 59,800 -510,300 -90%
RHAM
130
Round Hill Asset Management
California
$3.12M 59,090 -1,363 -2%
SOADOR
131
State of Alaska Department of Revenue
Alaska
$3.1M 58,628 +12,390 +27%
Mackenzie Financial
132
Mackenzie Financial
Ontario, Canada
$3.09M 58,553 -2,758 -4%
Walleye Capital
133
Walleye Capital
New York
$3M 56,821 +55,444 +4,026%
APF
134
Alaska Permanent Fund
Alaska
$2.99M 56,639 – –
AIC
135
Aurora Investment Counsel
Georgia
$2.97M 56,180 +56,180 New
State of Tennessee, Department of Treasury
136
State of Tennessee, Department of Treasury
Tennessee
$2.93M 55,436 -1,564 -3%
CB
137
Commerce Bank
Missouri
$2.91M 55,029 -50 -0.1%
PI
138
PGGM Investments
Netherlands
$2.86M 54,159 -4,765 -8%
MCM
139
Monument Capital Management
Virginia
$2.84M 53,715 +1,075 +2%
RCM
140
Rings Capital Management
Illinois
$2.8M 53,000 – –
Prudential Financial
141
Prudential Financial
New Jersey
$2.8M 46,567 +10,210 +28%
KCM
142
Kendall Capital Management
Maryland
$2.78M 52,535 +6,990 +15%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$2.77M 52,489 -1,132 -2%
Ensign Peak Advisors
144
Ensign Peak Advisors
Utah
$2.76M 52,299 -29,938 -36%
Caisse de Depot et Placement du Quebec (CDPQ)
145
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.76M 52,170 -30,430 -37%
Mariner
146
Mariner
Kansas
$2.76M 52,170 +5,027 +11%
Allspring Global Investments
147
Allspring Global Investments
North Carolina
$2.7M 50,774 -68,620 -57%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.69M 50,889 +50,889 New
State of New Jersey Common Pension Fund D
149
State of New Jersey Common Pension Fund D
New Jersey
$2.69M 50,873 -218 -0.4%
YCM
150
Yousif Capital Management
Michigan
$2.63M 49,835 -2,908 -6%
4 5
6
7 8