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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.

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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$148M
3
Citadel Advisors
Citadel Advisors
Florida
$14.6M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
5
Goldman Sachs
Goldman Sachs
New York
$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
151
Acadian Asset Management
Massachusetts
$2.71M +$2.71M +42,622 New
HI
152
Human Investing
Oregon
$2.67M -$56.3K -886 -2%
SEC
153
Seven Eight Capital
New York
$2.59M +$1.22M +19,188 +89%
ASRS
154
Arizona State Retirement System
Arizona
$2.55M +$70.8K +1,114 +3%
Capital Fund Management (CFM)
155
Capital Fund Management (CFM)
France
$2.54M +$2.54M +40,031 New
Two Sigma Investments
156
Two Sigma Investments
New York
$2.54M +$438K +6,891 +21%
LSERS
157
Louisiana State Employees Retirement System
Louisiana
$2.46M -$50.8K -800 -2%
M&T Bank
158
M&T Bank
New York
$2.43M +$16.9K +266 +0.7%
CCIA
159
Campbell & Co Investment Adviser
Maryland
$2.4M -$578K -9,097 -19%
CCP
160
Cunning Capital Partners
North Carolina
$2.39M – – –
ETC
161
Exchange Traded Concepts
Oklahoma
$2.34M +$2.33M +36,627 +29,302%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$2.33M -$432K -6,798 -16%
Prudential Financial
163
Prudential Financial
New Jersey
$2.31M +$421K +6,621 +22%
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$2.29M +$470K +7,400 +26%
RWM
165
Ritholtz Wealth Management
New York
$2.21M -$236K -3,721 -10%
Citigroup
166
Citigroup
New York
$2.17M -$374K -5,892 -15%
NA
167
NewEdge Advisors
Louisiana
$2.14M +$283K +4,454 +15%
SDIC
168
South Dakota Investment Council
South Dakota
$2.12M -$4.28M -67,416 -67%
CC
169
Centiva Capital
New York
$2.12M +$1.26M +19,839 +147%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$2.12M +$189K +2,970 +10%
SOMRS
171
State of Michigan Retirement System
Michigan
$2.11M -$25.4K -400 -1%
ZIM
172
Zacks Investment Management
Illinois
$2.09M +$2.09M +32,904 New
PI
173
PineBridge Investments
New York
$2.07M +$1.43M +22,436 +222%
IMRF
174
Illinois Municipal Retirement Fund
Illinois
$2.06M – – –
VI
175
Versor Investments
New York
$2.03M +$1.03M +16,140 +102%
5 6
7
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