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H&R Block
HRB

Overview Fund Activity

394 hedge funds and large institutions have $4.31B invested in H&R Block in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 161 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-26
Holders Change %
-6.19%
% of All Funds
6.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
52
Increased
115
Reduced
161
Closed
75
Calls
$27.7M
Puts
$36M
Net Calls
-$8.32M
Net Calls Change
-$27M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
$211M
2
Citadel Advisors
Citadel Advisors
Florida
$61.5M
3
Millennium Management
Millennium Management
New York
$38.7M
4
Man Group
Man Group
United Kingdom
$20.8M
5
AQR Capital Management
AQR Capital Management
Connecticut
$92.8M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$121M
2
Bank of America
Bank of America
North Carolina
$17.5M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$16.4M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$26.7M
5
Boston Partners
Boston Partners
Massachusetts
$82.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
176
OmniStar Financial Group
North Carolina
$906K +$104K +3,263 +13%
TRSOTSOK
177
Teachers Retirement System of the State of Kentucky
Kentucky
$900K +$83.8K +2,629 +10%
Federated Hermes
178
Federated Hermes
Pennsylvania
$892K -$1.96M -61,570 -69%
TA
179
TCM Advisors
West Virginia
$797K -$627K – –
AI
180
Atom Investors
Texas
$786K +$786K +24,676 New
TCM
181
Teza Capital Management
Illinois
$767K +$767K +24,082 New
CIP
182
Convergence Investment Partners
Florida
$760K -$392K -12,283 -34%
DZ Bank
183
DZ Bank
Germany
$758K -$3.54M -111,026 -82%
PP
184
Prudential plc
United Kingdom
$756K -$1.14M -35,684 -60%
GCM
185
Genus Capital Management
British Columbia, Canada
$749K +$749K +23,500 New
QC
186
Quent Capital
New York
$729K +$3.6K +113 +0.5%
IMRF
187
Illinois Municipal Retirement Fund
Illinois
$725K – – –
CIC
188
Crawford Investment Counsel
Georgia
$716K +$59.3K +1,860 +9%
Wealthfront Advisers
189
Wealthfront Advisers
California
$715K -$10.4K -325 -1%
SPA
190
Sherbrooke Park Advisers
New York
$714K +$529K +16,600 +286%
IFS
191
Ifrah Financial Services
Arkansas
$714K -$4.88K -153 -0.7%
ZCM
192
Ziegler Capital Management
Illinois
$697K -$183K -5,751 -21%
CI
193
Ceera Investments
Texas
$693K – – –
US Bancorp
194
US Bancorp
Minnesota
$685K +$20K +626 +3%
TI
195
Tidal Investments
Wisconsin
$684K -$1.77M -55,490 -72%
AR
196
Advisory Research
Illinois
$679K +$27.6K +865 +4%
Osaic Holdings
197
Osaic Holdings
Arizona
$663K -$1.62M -50,740 -71%
CL
198
CSS LLC
Illinois
$651K +$159K +5,000 +32%
Parallax Volatility Advisers
199
Parallax Volatility Advisers
California
$639K +$639K +20,044 New
VF
200
Virtu Financial
New York
$624K +$624K +19,595 New
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