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H&R Block
HRB

Overview Fund Activity

494 hedge funds and large institutions have $6.84B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 46 closing their positions.

Holders
494
Holders Change
+16
Holders Change %
+3.35%
% of All Funds
7.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
74
Increased
166
Reduced
163
Closed
46
Calls
$35.1M
Puts
$50.7M
Net Calls
-$15.6M
Net Calls Change
-$37.7M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$148M
2
Goldman Sachs
2
Goldman Sachs
New York
$81.4M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$115M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$25.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$797M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$123M
2
Squarepoint
2
Squarepoint
New York
$1.82M
3
State Street
3
State Street
Massachusetts
$257M
4
Citadel Advisors
4
Citadel Advisors
Florida
$43.7M
5
Man Group
5
Man Group
United Kingdom
$266K
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
176
Commonwealth Equity Services
Massachusetts
$1.45M 26,680 +8,671 +48%
GC
177
Guggenheim Capital
Illinois
$1.39M 25,585 -782 -3%
SMFG
178
Sumitomo Mitsui Financial Group
Japan
$1.37M 21,664 +7,110 +49%
KAS
179
Kestra Advisory Services
Texas
$1.37M 25,209 +642 +3%
Truist Financial
180
Truist Financial
North Carolina
$1.36M 25,072 +18,148 +262%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$1.33M 24,467 +251 +1%
SPS
182
Susquehanna Portfolio Strategies
Pennsylvania
$1.32M 24,376 – –
HSBC Holdings
183
HSBC Holdings
United Kingdom
$1.31M 24,348 +1,472 +6%
MWPCG
184
Measured Wealth Private Client Group
New Hampshire
$1.29M 23,864 +4,469 +23%
AR
185
Advisory Research
Illinois
$1.29M 23,714 +1,560 +7%
Natixis Advisors
186
Natixis Advisors
Massachusetts
$1.29M 23,689 +738 +3%
Pathstone Holdings
187
Pathstone Holdings
New Jersey
$1.28M 23,534 +1,584 +7%
HCM
188
Huber Capital Management
California
$1.26M 23,200 -118 -0.5%
QC
189
Quent Capital
New York
$1.25M 23,056 +1 +0%
SFI
190
Susquehanna Fundamental Investments
Pennsylvania
$1.2M 22,200 +22,200 New
FMI
191
F/M Investments
District of Columbia
$1.19M 22,056 +22,056 New
QCM
192
QRG Capital Management
Illinois
$1.19M 21,874 -9,493 -30%
SC
193
Savant Capital
Illinois
$1.19M 21,871 +21,871 New
SEC
194
Seven Eight Capital
New York
$1.17M 21,510 -15,660 -42%
CI
195
Ceera Investments
Texas
$1.16M 21,314 -435 -2%
US Bancorp
196
US Bancorp
Minnesota
$1.14M 21,049 +185 +0.9%
HSA
197
Hussman Strategic Advisors
Maryland
$1.14M 21,000 – –
CIC
198
Chase Investment Counsel
Virginia
$1.14M 21,000 – –
IEFM
199
IQ EQ Fund Management
Ireland
$1.13M 20,755 -8,919 -30%
Wealthfront Advisers
200
Wealthfront Advisers
California
$1.08M 19,950 -848 -4%
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