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H&R Block
HRB

Overview Fund Activity

538 hedge funds and large institutions have $7.81B invested in H&R Block in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 171 increasing their positions, 173 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+44
Holders Change %
+8.91%
% of All Funds
7.78%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
97
Increased
171
Reduced
173
Closed
49
Calls
$50.8M
Puts
$71.5M
Net Calls
-$20.7M
Net Calls Change
-$5.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$138M
2
WCM
Wedge Capital Management
North Carolina
$49.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$71.8M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$266M
5
Truist Financial
Truist Financial
North Carolina
$41.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$148M
3
Citadel Advisors
Citadel Advisors
Florida
$14.6M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
5
Goldman Sachs
Goldman Sachs
New York
$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
176
Glenmede Trust
Pennsylvania
$1.99M -$127 -2 -0%
NMERB
177
New Mexico Educational Retirement Board
New Mexico
$1.98M – – –
NMIMC
178
Northwestern Mutual Investment Management Company
Wisconsin
$1.97M -$10.9K -172 -0.6%
COPPSERS
179
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.96M -$9.85K -155 -0.5%
LTAS
180
Linden Thomas Advisory Services
North Carolina
$1.95M -$10.8K -170 -0.6%
DTL
181
Dynamic Technology Lab
Singapore
$1.93M +$1.93M +30,343 New
Man Group
182
Man Group
United Kingdom
$1.92M +$1.61M +25,353 +517%
Carson Wealth (CWM LLC)
183
Carson Wealth (CWM LLC)
Nebraska
$1.86M +$822K +12,941 +79%
Point72 Asset Management
184
Point72 Asset Management
Connecticut
$1.82M +$1.82M +28,652 New
AIP
185
Ameritas Investment Partners
Nebraska
$1.82M -$66K -1,039 -4%
OPERF
186
Oregon Public Employees Retirement Fund
Oregon
$1.81M -$38.1K -600 -2%
Susquehanna International Group
187
Susquehanna International Group
Pennsylvania
$1.77M +$1.07M +16,869 +153%
GS
188
GTS Securities
New York
$1.74M +$572K +9,002 +49%
Russell Investments Group
189
Russell Investments Group
United Kingdom
$1.73M +$837K +13,163 +94%
CANY
190
Caxton Associates (New York)
New York
$1.73M -$785K -12,352 -31%
CAM
191
Cresset Asset Management
Illinois
$1.68M +$525K +8,213 +45%
LAM
192
LECAP Asset Management
United Kingdom
$1.68M +$1.21M +19,050 +258%
SO
193
STRS Ohio
Ohio
$1.68M +$1.68M +26,363 New
FMI
194
F/M Investments
District of Columbia
$1.67M +$275K +4,349 +20%
Commonwealth Equity Services
195
Commonwealth Equity Services
Massachusetts
$1.65M -$50K -787 -3%
Natixis Advisors
196
Natixis Advisors
Massachusetts
$1.64M +$134K +2,113 +9%
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$1.63M +$621K +9,773 +62%
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$1.59M +$29.7K +467 +2%
Pathstone Holdings
199
Pathstone Holdings
New Jersey
$1.58M +$86.3K +1,357 +6%
KAS
200
Kestra Advisory Services
Texas
$1.58M -$22.9K -361 -1%
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