H&R Block
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.
New
Increased
Maintained
Reduced
Closed
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
Chicago,
Illinois
|
$70.7M |
| 2 |
Lazard Asset Management
New York
|
$205M |
| 3 |
Millennium Management
New York
|
$56.4M |
| 4 |
Marshall Wace
London,
United Kingdom
|
$48.1M |
| 5 |
D.E. Shaw & Co
New York
|
$52.8M |
Top Sellers
| 1 |
Charles Schwab
San Francisco,
California
|
$92.7M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
$56.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
$23M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
$207M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
$83.2M |
