HRB icon

H&R Block
HRB

Overview Fund Activity

557 hedge funds and large institutions have $6.96B invested in H&R Block in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 180 increasing their positions, 210 reducing their positions, and 62 closing their positions.

Holders
557
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
81
Increased
180
Reduced
210
Closed
62
Calls
$15.5M
Puts
$25.9M
Net Calls
-$10.4M
Net Calls Change
-$2.56M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$70.7M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$205M
3
Millennium Management
3
Millennium Management
New York
$56.4M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$48.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$52.8M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$92.7M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$56.9M
3
Invesco
3
Invesco
Georgia
$23M
4
Norges Bank
4
Norges Bank
Norway
$0
5
Boston Partners
5
Boston Partners
Massachusetts
$207M
Name Market Value Shares Shares
Change 		Shares
Change %
MIM
126
MetLife Investment Management
New Jersey
$4.15M 75,526 -2,949 -4%
AFA
127
Abacus FCF Advisors
Florida
$4.07M 74,038 +9,527 +15%
OSAM
128
O'Shaughnessy Asset Management
Connecticut
$4.06M 73,982 +548 +0.7%
EGM
129
Engineers Gate Manager
New York
$3.88M 70,610 +70,610 New
MOACM
130
Mutual of America Capital Management
New York
$3.78M 68,891 -3,503 -5%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$3.67M 66,873 +93 +0.1%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$3.55M 65,459 +42,478 +185%
APF
133
Alaska Permanent Fund
Alaska
$3.42M 56,639 – –
AB
134
Amalgamated Bank
New York
$3.4M 61,825 -3,896 -6%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$3.37M 60,885 -11,597 -16%
KK
136
KLP Kapitalforvaltning
Norway
$3.3M 59,800 -100 -0.2%
SOADOR
137
State of Alaska Department of Revenue
Alaska
$3.22M 58,683 +55 +0.1%
OTPPB
138
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.21M 58,536 +34,079 +139%
RHAM
139
Round Hill Asset Management
California
$3.09M 56,205 -2,885 -5%
CB
140
Commerce Bank
Missouri
$3.06M 55,747 +718 +1%
State of Tennessee, Department of Treasury
141
State of Tennessee, Department of Treasury
Tennessee
$3.04M 55,436 – –
AIC
142
Aurora Investment Counsel
Georgia
$3.04M 55,396 -784 -1%
IMRF
143
Illinois Municipal Retirement Fund
Illinois
$3.03M 55,248 +13,447 +32%
KCM
144
Kendall Capital Management
Maryland
$3.01M 54,750 +2,215 +4%
PI
145
PGGM Investments
Netherlands
$2.97M 54,159 – –
RCM
146
Rings Capital Management
Illinois
$2.91M 53,000 – –
Cetera Investment Advisers
147
Cetera Investment Advisers
Illinois
$2.88M 52,532 +14,934 +40%
Stifel Financial
148
Stifel Financial
Missouri
$2.85M 51,981 -9,916 -16%
AM
149
AGF Management
Ontario, Canada
$2.78M 50,545 +6,659 +15%
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$2.74M 49,819 -2,670 -5%
4 5
6
7 8