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H&R Block
HRB

Overview Fund Activity

478 hedge funds and large institutions have $6.27B invested in H&R Block in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 178 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+13
Holders Change %
+2.8%
% of All Funds
6.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
63
Increased
152
Reduced
178
Closed
46
Calls
$75.6M
Puts
$53.6M
Net Calls
+$22M
Net Calls Change
+$23.8M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$229M
2
Squarepoint
Squarepoint
New York
$41.1M
3
Boston Partners
Boston Partners
Massachusetts
$161M
4
Citadel Advisors
Citadel Advisors
Florida
$74M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$155M

Top Sellers

1
BlackRock
BlackRock
New York
$817M
2
Morgan Stanley
Morgan Stanley
New York
$55.2M
3
HighTower Advisors
HighTower Advisors
Illinois
$951K
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.02B
5
AQR Capital Management
AQR Capital Management
Connecticut
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
X
176
Xponance
Pennsylvania
$1.39M +$40.2K +818 +3%
ACM
177
Argyle Capital Management
Pennsylvania
$1.34M – – –
IIM
178
INTECH Investment Management
Florida
$1.33M +$38.5K +784 +3%
Allspring Global Investments
179
Allspring Global Investments
North Carolina
$1.32M +$168K +3,413 +15%
GC
180
Guggenheim Capital
Illinois
$1.29M +$208K +4,232 +19%
SMFG
181
Sumitomo Mitsui Financial Group
Japan
$1.23M -$524K -6,193 -30%
BHCM
182
Boulder Hill Capital Management
New York
$1.23M +$1.23M +25,000 New
KAS
183
Kestra Advisory Services
Texas
$1.21M +$25K +509 +2%
SPS
184
Susquehanna Portfolio Strategies
Pennsylvania
$1.2M – – –
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$1.19M -$22.5K -458 -2%
AC
186
AXQ Capital
New Jersey
$1.18M +$1.18M +23,988 New
PP
187
Prudential plc
United Kingdom
$1.16M – – –
HCM
188
Huber Capital Management
California
$1.15M +$147K +3,000 +15%
QC
189
Quent Capital
New York
$1.13M -$1.47K -30 -0.1%
Natixis Advisors
190
Natixis Advisors
Massachusetts
$1.13M +$172K +3,511 +18%
HSBC Holdings
191
HSBC Holdings
United Kingdom
$1.12M -$3.86M -78,561 -77%
IMRF
192
Illinois Municipal Retirement Fund
Illinois
$1.12M – – –
GCP
193
GSA Capital Partners
United Kingdom
$1.11M +$613K +12,481 +124%
AR
194
Advisory Research
Illinois
$1.09M +$134K +2,736 +14%
Pathstone Holdings
195
Pathstone Holdings
New Jersey
$1.08M -$88.3K -1,796 -8%
CI
196
Ceera Investments
Texas
$1.07M – – –
TA
197
TCM Advisors
West Virginia
$1.05M -$1.09M – –
JF
198
Jump Financial
Illinois
$1.03M – – –
HSA
199
Hussman Strategic Advisors
Maryland
$1.03M – – –
CIC
200
Chase Investment Counsel
Virginia
$1.03M – – –
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