HRB icon

H&R Block
HRB

Overview Fund Activity

546 hedge funds and large institutions have $6.67B invested in H&R Block in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 165 reducing their positions, and 66 closing their positions.

Holders
546
Holders Change
+8
Holders Change %
+1.49%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
212
Reduced
165
Closed
66
Calls
$34.6M
Puts
$42.5M
Net Calls
-$7.85M
Net Calls Change
+$12.9M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$238M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$137M
3
UBS Group
3
UBS Group
Switzerland
$43.5M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$248M
5
BTW
5
Boston Trust Walden
Massachusetts
$25.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$761M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.16M
3
Victory Capital Management
3
Victory Capital Management
Texas
$3.94M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$107M
5
EGM
5
Engineers Gate Manager
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
176
Handelsbanken Fonder
Sweden
$1.89M -$21.1K -400 -1%
Axa
177
Axa
France
$1.79M +$883K +16,718 +98%
Mercer Global Advisors
178
Mercer Global Advisors
Colorado
$1.77M +$1.77M +33,479 New
SDIC
179
South Dakota Investment Council
South Dakota
$1.76M – – –
SOMRS
180
State of Michigan Retirement System
Michigan
$1.72M -$37K -700 -2%
Capital Fund Management (CFM)
181
Capital Fund Management (CFM)
France
$1.71M -$406K -7,686 -19%
Thrivent Financial for Lutherans
182
Thrivent Financial for Lutherans
Minnesota
$1.7M -$2.51M -47,444 -60%
RWM
183
Ritholtz Wealth Management
New York
$1.7M -$141K -2,659 -8%
FMI
184
F/M Investments
District of Columbia
$1.7M +$300K +5,677 +21%
Pathstone Holdings
185
Pathstone Holdings
New Jersey
$1.67M +$347K +6,536 +26%
NAAA
186
New Age Alpha Advisors
New York
$1.64M +$1.64M +31,111 New
NMERB
187
New Mexico Educational Retirement Board
New Mexico
$1.64M – – –
OTL
188
Oak Thistle LLC
New York
$1.61M +$1.61M +30,527 New
NMIMC
189
Northwestern Mutual Investment Management Company
Wisconsin
$1.61M -$27.1K -512 -2%
LTAS
190
Linden Thomas Advisory Services
North Carolina
$1.61M -$13.7K -259 -0.8%
COPPSERS
191
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.6M -$26.6K -504 -2%
KCM
192
Kennondale Capital Management
Virginia
$1.55M +$1.55M +29,286 New
MAM
193
Martingale Asset Management
Massachusetts
$1.54M +$1.33M +25,166 +620%
Bank of Montreal
194
Bank of Montreal
Ontario, Canada
$1.49M +$175K +3,313 +13%
OPERF
195
Oregon Public Employees Retirement Fund
Oregon
$1.48M -$26.4K -500 -2%
AIP
196
Ameritas Investment Partners
Nebraska
$1.45M -$62.8K -1,189 -4%
GT
197
Glenmede Trust
Pennsylvania
$1.45M -$208K -3,939 -13%
CL
198
CSS LLC
Illinois
$1.43M +$776K +14,690 +118%
CM
199
Crestline Management
Texas
$1.42M +$1.42M +26,920 New
Susquehanna International Group
200
Susquehanna International Group
Pennsylvania
$1.41M -$67.5K -1,277 -5%
6 7
8
9 10