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H&R Block
HRB

Overview Fund Activity

478 hedge funds and large institutions have $6.27B invested in H&R Block in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 178 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+13
Holders Change %
+2.8%
% of All Funds
6.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
63
Increased
152
Reduced
178
Closed
46
Calls
$75.6M
Puts
$53.6M
Net Calls
+$22M
Net Calls Change
+$23.8M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$229M
2
Squarepoint
Squarepoint
New York
$41.1M
3
Boston Partners
Boston Partners
Massachusetts
$161M
4
Citadel Advisors
Citadel Advisors
Florida
$74M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$155M

Top Sellers

1
BlackRock
BlackRock
New York
$817M
2
Morgan Stanley
Morgan Stanley
New York
$55.2M
3
HighTower Advisors
HighTower Advisors
Illinois
$951K
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.02B
5
AQR Capital Management
AQR Capital Management
Connecticut
$74.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
201
US Bancorp
Minnesota
$1.02M -$14K -285 -1%
Wealthfront Advisers
202
Wealthfront Advisers
California
$1.02M -$28.7K -584 -3%
IFS
203
Ifrah Financial Services
Arkansas
$1.01M -$24.9K -508 -2%
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$992K +$4.47K +91 +0.5%
Tudor Investment Corp
205
Tudor Investment Corp
Connecticut
$968K -$2.57M -52,296 -73%
MWPCG
206
Measured Wealth Private Client Group
New Hampshire
$952K +$103K +2,089 +12%
HighTower Advisors
207
HighTower Advisors
Illinois
$951K -$46.2M -941,164 -98%
VI
208
Vestcor Inc
New Brunswick, Canada
$939K +$546K +11,107 +139%
Millennium Management
209
Millennium Management
New York
$932K -$2.13M -43,319 -70%
GCM
210
Gallacher Capital Management
Colorado
$927K +$490K +9,985 +112%
QCM
211
Quantinno Capital Management
New York
$921K +$93.2K +1,899 +11%
CCIA
212
Campbell & Co Investment Adviser
Maryland
$913K +$913K +18,590 New
Federated Hermes
213
Federated Hermes
Pennsylvania
$909K -$70.7K -1,440 -7%
AG
214
Ascent Group
Virginia
$906K +$24.5K +498 +3%
TWD
215
True Wealth Design
Ohio
$888K +$888K +18,084 New
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$884K -$1.77K -36 -0.2%
NSEDCP
217
NJ State Employees Deferred Compensation Plan
New Jersey
$884K – – –
CCM
218
Carlson Capital Management
Minnesota
$855K – – –
MML Investors Services
219
MML Investors Services
Massachusetts
$850K -$24.3K -495 -3%
Pictet Asset Management
220
Pictet Asset Management
Switzerland
$849K +$14.8K +301 +2%
MCA
221
MSH Capital Advisors
Arizona
$839K -$38.5K -784 -4%
I
222
INVST
Indiana
$821K +$821K +17,017 New
RT
223
Rockland Trust
Massachusetts
$818K – – –
NVCHI
224
New Vernon Capital Holdings II
New Jersey
$813K +$21K +427 +3%
RJFSA
225
Raymond James Financial Services Advisors
Florida
$803K +$14.1K +288 +2%
7 8
9
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