HRB icon

H&R Block
HRB

Overview Fund Activity

465 hedge funds and large institutions have $6.15B invested in H&R Block in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
465
Holders Change
+57
Holders Change %
+13.97%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
103
Increased
126
Reduced
158
Closed
41
Calls
$43.3M
Puts
$45M
Net Calls
-$1.75M
Net Calls Change
-$12.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.4M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$37.8M
4
Man Group
4
Man Group
United Kingdom
$27.3M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$21.5M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$229M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.6M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
State Street
4
State Street
Massachusetts
$266M
5
BlackRock
5
BlackRock
New York
$865M
Name Market Value Shares Shares
Change 		Shares
Change %
Assenagon Asset Management
176
Assenagon Asset Management
Luxembourg
$1.23M 25,386 +25,386 New
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$1.21M 24,674 -178,106 -88%
SPS
178
Susquehanna Portfolio Strategies
Pennsylvania
$1.18M 24,376 +24,376 New
EF
179
Empowered Funds
Pennsylvania
$1.17M 24,192 -22,702 -48%
KAS
180
Kestra Advisory Services
Texas
$1.16M 24,058 +1,938 +9%
Pathstone Holdings
181
Pathstone Holdings
New Jersey
$1.15M 23,746 +23,746 New
PP
182
Prudential plc
United Kingdom
$1.15M 23,684 – –
Allspring Global Investments
183
Allspring Global Investments
North Carolina
$1.13M 23,436 -11,579 -33%
Squarepoint
184
Squarepoint
New York
$1.13M 23,327 +23,327 New
Mirae Asset Global Investments
185
Mirae Asset Global Investments
South Korea
$1.12M 23,258 +3,405 +17%
QC
186
Quent Capital
New York
$1.12M 23,085 +159 +0.7%
AFA
187
Abacus FCF Advisors
Florida
$1.11M 23,017 +19,201 +503%
IMRF
188
Illinois Municipal Retirement Fund
Illinois
$1.1M 22,744 – –
DWA
189
Dorsey Wright & Associates
California
$1.1M 22,663 +22,663 New
TA
190
TCM Advisors
West Virginia
– – – –
GC
191
Guggenheim Capital
Illinois
$1.07M 22,135 -40,431 -65%
CI
192
Ceera Investments
Texas
$1.05M 21,749 – –
JFG
193
Jefferies Financial Group
New York
$1.04M 21,500 +21,500 New
Wealthfront Advisers
194
Wealthfront Advisers
California
$1.03M 21,382 -700 -3%
KeyBank National Association
195
KeyBank National Association
Ohio
$1.03M 21,309 +21,309 New
US Bancorp
196
US Bancorp
Minnesota
$1.02M 21,149 -782 -4%
GM
197
GeoWealth Management
Illinois
$1.02M 21,115 +21,115 New
IFS
198
Ifrah Financial Services
Arkansas
$1.02M 21,103 -1,161 -5%
HSA
199
Hussman Strategic Advisors
Maryland
$1.02M 21,000 -10,500 -33%
JF
200
Jump Financial
Illinois
$1.02M 21,000 +21,000 New
6 7
8
9 10