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H&R Block
HRB

Overview Fund Activity

465 hedge funds and large institutions have $6.15B invested in H&R Block in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
465
Holders Change
+57
Holders Change %
+13.97%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
103
Increased
126
Reduced
158
Closed
41
Calls
$43.3M
Puts
$45M
Net Calls
-$1.75M
Net Calls Change
-$12.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.4M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$37.8M
4
Man Group
4
Man Group
United Kingdom
$27.3M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$21.5M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$229M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.6M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
State Street
4
State Street
Massachusetts
$266M
5
BlackRock
5
BlackRock
New York
$865M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
201
Chase Investment Counsel
Virginia
$1.02M +$1.02M +21,000 New
HCM
202
Huber Capital Management
California
$983K -$746K -15,426 -43%
PNC Financial Services Group
203
PNC Financial Services Group
Pennsylvania
$972K +$210K +4,348 +28%
Federated Hermes
204
Federated Hermes
Pennsylvania
$965K +$27K +559 +3%
MSAM
205
Moloney Securities Asset Management
Missouri
$941K +$941K +19,449 New
Natixis Advisors
206
Natixis Advisors
Massachusetts
$940K +$211K +4,372 +29%
AR
207
Advisory Research
Illinois
$939K -$51K -1,054 -5%
VPIM
208
Vanguard Personalized Indexing Management
California
$909K +$426K +8,808 +88%
FBB
209
Fulton Breakefield Broenniman
Maryland
$902K -$86.6K -1,791 -9%
Commonwealth Equity Services
210
Commonwealth Equity Services
Massachusetts
$873K -$459K -9,497 -34%
NSEDCP
211
NJ State Employees Deferred Compensation Plan
New Jersey
$871K – – –
MCA
212
MSH Capital Advisors
Arizona
$864K -$23.7K -490 -3%
MML Investors Services
213
MML Investors Services
Massachusetts
$861K -$488K -10,085 -36%
OFG
214
OmniStar Financial Group
North Carolina
$853K -$520K -10,746 -38%
AG
215
Ascent Group
Virginia
$852K +$852K +17,953 New
Public Employees Retirement Association of Colorado
216
Public Employees Retirement Association of Colorado
Colorado
$852K -$2.85K -59 -0.3%
CCM
217
Carlson Capital Management
Minnesota
$842K – – –
MWPCG
218
Measured Wealth Private Client Group
New Hampshire
$837K +$837K +17,306 New
Capstone Investment Advisors
219
Capstone Investment Advisors
New York
$823K -$6.63K -137 -0.8%
Pictet Asset Management
220
Pictet Asset Management
Switzerland
$821K -$44.9K -929 -5%
QCM
221
Quantinno Capital Management
New York
$816K +$48.2K +996 +6%
CC
222
Centiva Capital
New York
$808K +$808K +16,698 New
RT
223
Rockland Trust
Massachusetts
$806K – – –
NYLIM
224
New York Life Investment Management
New York
$801K +$19.9K +411 +3%
AWM
225
AE Wealth Management
Kansas
$797K -$194K -4,057 -20%
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