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H&R Block
HRB

Overview Fund Activity

557 hedge funds and large institutions have $6.96B invested in H&R Block in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 180 increasing their positions, 210 reducing their positions, and 62 closing their positions.

Holders
557
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
81
Increased
180
Reduced
210
Closed
62
Calls
$15.5M
Puts
$25.9M
Net Calls
-$10.4M
Net Calls Change
-$2.56M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$70.7M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$205M
3
Millennium Management
3
Millennium Management
New York
$56.4M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$48.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$52.8M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$92.7M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$56.9M
3
Invesco
3
Invesco
Georgia
$23M
4
Norges Bank
4
Norges Bank
Norway
$0
5
Boston Partners
5
Boston Partners
Massachusetts
$207M
Name Market Value Shares Shares
Change 		Shares
Change %
CAU
176
Caxton Associates (UK)
$2.09M 37,972 +37,972 New
LSERS
177
Louisiana State Employees Retirement System
Louisiana
$2.06M 37,500 -500 -1%
CCP
178
Cunning Capital Partners
North Carolina
$2.05M 37,360 -215 -0.6%
MC
179
Maverick Capital
Texas
$2.05M 37,265 +37,265 New
Commonwealth Equity Services
180
Commonwealth Equity Services
Massachusetts
$2.04M 37,204 +1,198 +3%
Zurich Cantonal Bank
181
Zurich Cantonal Bank
Switzerland
$1.98M 36,070 -220 -0.6%
Handelsbanken Fonder
182
Handelsbanken Fonder
Sweden
$1.96M 35,700 – –
NA
183
NewEdge Advisors
Louisiana
$1.89M 34,470 -2,115 -6%
HWAM
184
Hennion & Walsh Asset Management
New Jersey
$1.88M 34,156 -33,036 -49%
BC
185
Bridgefront Capital
Texas
$1.85M 33,657 +33,657 New
ACM
186
Aquatic Capital Management
Illinois
$1.83M 33,403 +33,403 New
SDIC
187
South Dakota Investment Council
South Dakota
$1.8M 32,862 -500 -1%
RWM
188
Ritholtz Wealth Management
New York
$1.79M 32,605 +410 +1%
Mercer Global Advisors
189
Mercer Global Advisors
Colorado
$1.76M 32,140 -1,339 -4%
SOMRS
190
State of Michigan Retirement System
Michigan
$1.76M 32,068 -400 -1%
OAC
191
OMERS Administration Corp
Ontario, Canada
$1.76M 32,036 +5,436 +20%
COPPSERS
192
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.76M 31,995 +1,728 +6%
Pathstone Holdings
193
Pathstone Holdings
New Jersey
$1.74M 31,554 +127 +0.4%
Natixis Advisors
194
Natixis Advisors
Massachusetts
$1.73M 31,414 +5,533 +21%
Thrivent Financial for Lutherans
195
Thrivent Financial for Lutherans
Minnesota
$1.72M 31,382 -864 -3%
FMI
196
F/M Investments
District of Columbia
$1.68M 30,650 -1,432 -4%
LTAS
197
Linden Thomas Advisory Services
North Carolina
$1.67M 30,409 +25 +0.1%
NMIMC
198
Northwestern Mutual Investment Management Company
Wisconsin
$1.63M 29,761 -697 -2%
KCM
199
Kennondale Capital Management
Virginia
$1.61M 29,286 – –
NAAA
200
New Age Alpha Advisors
New York
$1.6M 29,064 -2,047 -7%
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