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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 %
CANY
151
Caxton Associates (New York)
New York
$2.14M 39,497 +29,117 +281%
ASRS
152
Arizona State Retirement System
Arizona
$2.12M 39,060 -496 -1%
RWM
153
Ritholtz Wealth Management
New York
$2.09M 38,575 -2,566 -6%
M&T Bank
154
M&T Bank
New York
$2.06M 38,026 -764 -2%
CCP
155
Cunning Capital Partners
North Carolina
$2.04M 37,575 – –
SOMRS
156
State of Michigan Retirement System
Michigan
$1.82M 33,568 -700 -2%
Squarepoint
157
Squarepoint
New York
$1.82M 33,550 -803,659 -96%
Two Sigma Investments
158
Two Sigma Investments
New York
$1.79M 33,013 +27,513 +500%
IMRF
159
Illinois Municipal Retirement Fund
Illinois
$1.76M 32,428 +9,684 +43%
GT
160
Glenmede Trust
Pennsylvania
$1.7M 31,355 -55,321 -64%
NMIMC
161
Northwestern Mutual Investment Management Company
Wisconsin
$1.69M 31,142 +23 +0.1%
NMERB
162
New Mexico Educational Retirement Board
New Mexico
$1.69M 31,100 – –
COPPSERS
163
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.68M 30,926 +63 +0.2%
LTAS
164
Linden Thomas Advisory Services
North Carolina
$1.67M 30,813 -73 -0.2%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$1.64M 30,315 -7,058 -19%
Prudential Financial
166
Prudential Financial
New Jersey
$1.61M 29,736 -22,566 -43%
AIP
167
Ameritas Investment Partners
Nebraska
$1.61M 29,678 -1,089 -4%
CIP
168
Convergence Investment Partners
Florida
$1.6M 29,550 +22 +0.1%
NA
169
NewEdge Advisors
Louisiana
$1.58M 29,220 +17,818 +156%
OTPPB
170
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.58M 29,097 -3,452 -11%
OPERF
171
Oregon Public Employees Retirement Fund
Oregon
$1.57M 29,024 -5,400 -16%
Handelsbanken Fonder
172
Handelsbanken Fonder
Sweden
$1.56M 28,700 – –
Allspring Global Investments
173
Allspring Global Investments
North Carolina
$1.51M 27,790 +941 +4%
ACM
174
Argyle Capital Management
Pennsylvania
$1.48M 27,300 – –
IIM
175
INTECH Investment Management
Florida
$1.45M 26,776 -277 -1%
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