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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 %
PFSRSONJ
151
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.62M 49,657 +49,657 New
Squarepoint
152
Squarepoint
New York
$2.56M 48,522 +48,522 New
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$2.52M 47,628 -2,150 -4%
TAM
154
Tealwood Asset Management
Minnesota
$2.5M 47,215 +481 +1%
AAM
155
Auxier Asset Management
Oregon
$2.47M 46,697 -2,823 -6%
BC
156
Burney Company
Virginia
$2.46M 46,586 +869 +2%
CCIA
157
Campbell & Co Investment Adviser
Maryland
$2.46M 46,538 +8,696 +23%
LFM
158
LGT Fund Management
Liechtenstein
$2.38M 45,020 +45,020 New
QCM
159
Quantinno Capital Management
New York
$2.37M 44,845 -13,864 -24%
Deutsche Bank
160
Deutsche Bank
Germany
$2.35M 44,395 +1,111 +3%
PI
161
PineBridge Investments
New York
$2.33M 44,130 +11,604 +36%
AM
162
AGF Management
Ontario, Canada
$2.32M 43,886 -4,152 -9%
ORG
163
Optimist Retirement Group
Washington
$2.26M 42,846 -236 -0.5%
HI
164
Human Investing
Oregon
$2.22M 41,939 -119 -0.3%
IMRF
165
Illinois Municipal Retirement Fund
Illinois
$2.21M 41,801 +9,373 +29%
ASRS
166
Arizona State Retirement System
Arizona
$2.14M 40,512 +338 +0.8%
M&T Bank
167
M&T Bank
New York
$2.11M 39,903 +1,611 +4%
ZIM
168
Zacks Investment Management
Illinois
$2.05M 38,774 +5,870 +18%
LSERS
169
Louisiana State Employees Retirement System
Louisiana
$2.01M 38,000 -700 -2%
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$1.99M 37,598 +4,313 +13%
CCP
171
Cunning Capital Partners
North Carolina
$1.99M 37,575 – –
NA
172
NewEdge Advisors
Louisiana
$1.93M 36,585 +2,911 +9%
Two Sigma Investments
173
Two Sigma Investments
New York
$1.93M 36,452 -3,452 -9%
Zurich Cantonal Bank
174
Zurich Cantonal Bank
Switzerland
$1.92M 36,290 -431 -1%
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$1.9M 36,006 +10,113 +39%
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