HRB icon

H&R Block
HRB

Overview Fund Activity

408 hedge funds and large institutions have $5.71B invested in H&R Block in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
408
Holders Change
+14
Holders Change %
+3.55%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
69
Increased
124
Reduced
141
Closed
51
Calls
$62.7M
Puts
$52.1M
Net Calls
+$10.6M
Net Calls Change
+$18.9M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$119M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$50.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$13.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$50.9M
5
Norges Bank
5
Norges Bank
Norway
$70.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$944M
3
Man Group
3
Man Group
United Kingdom
$28.8M
4
Invesco
4
Invesco
Georgia
$21.3M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$7.65M
Name Market Value Shares Shares
Change 		Shares
Change %
CCP
151
Cunning Capital Partners
North Carolina
$1.62M 37,575 +37,575 New
RIM
152
Redwood Investment Management
Arizona
$1.59M 36,855 +36,855 New
SOMRS
153
State of Michigan Retirement System
Michigan
$1.57M 36,368 -1,100 -3%
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
$1.55M 35,961 -46,933 -57%
Osaic Holdings
155
Osaic Holdings
Arizona
$1.54M 35,864 +15,079 +73%
HCM
156
Huber Capital Management
California
$1.54M 35,744 – –
Allspring Global Investments
157
Allspring Global Investments
North Carolina
$1.51M 35,015 -15,345 -30%
AIP
158
Ameritas Investment Partners
Nebraska
$1.47M 34,153 -3,876 -10%
SWA
159
Stratos Wealth Advisors
Ohio
$1.46M 33,945 +1,898 +6%
NMIMC
160
Northwestern Mutual Investment Management Company
Wisconsin
$1.45M 33,774 -69 -0.2%
IEFM
161
IQ EQ Fund Management
Ireland
$1.42M 33,080 -1,932 -6%
SG Americas Securities
162
SG Americas Securities
New York
$1.4M 32,559 +24,932 +327%
BC
163
Burney Company
Virginia
$1.4M 32,478 +32,478 New
HSA
164
Hussman Strategic Advisors
Maryland
$1.36M 31,500 -33,500 -52%
WCM
165
Wedge Capital Management
North Carolina
$1.34M 31,177 -56,534 -64%
NMERB
166
New Mexico Educational Retirement Board
New Mexico
$1.34M 31,100 – –
COPPSERS
167
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.33M 30,838 -42,774 -58%
Cerity Partners
168
Cerity Partners
New York
$1.32M 30,731 -2,027 -6%
LTAS
169
Linden Thomas Advisory Services
North Carolina
$1.32M 30,626 -998 -3%
X
170
Xponance
Pennsylvania
$1.28M 29,736 +840 +3%
Zurich Cantonal Bank
171
Zurich Cantonal Bank
Switzerland
$1.26M 29,364 -566 -2%
Handelsbanken Fonder
172
Handelsbanken Fonder
Sweden
$1.24M 28,700 – –
GS
173
GTS Securities
New York
$1.23M 28,608 +28,608 New
OFG
174
OmniStar Financial Group
North Carolina
$1.22M 28,390 -46 -0.2%
MML Investors Services
175
MML Investors Services
Massachusetts
$1.2M 27,880 +12,407 +80%
5 6
7
8 9