H&R Block
HRB
542 hedge funds and large institutions have $7.92B invested in H&R Block in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 172 increasing their positions, 175 reducing their positions, and 47 closing their positions.
109% more first-time investments, than exits
New positions opened: 98 | Existing positions closed: 47
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
16% more capital invested
Capital invested by funds: $6.85B → $7.92B (+$1.06B)
9% more funds holding
Funds holding: 495 → 542 (+47)
2% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 175
1.3% less ownership
Funds ownership: 90.54% → 89.24% (-1.3%)
29% less call options, than puts
Call options by funds: $50.8M | Put options by funds: $71.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$69.8M |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$43.7M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$39.3M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$38.2M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$37.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$119M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$61.5M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
-$35.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$34.4M |
| 5 |
Goldman Sachs
New York
|
-$32.7M |
HRB Hedge Fund Activity: Q3 2024 in Review
542 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q3 2024, worth a combined $7.92B — up 16% from $6.85B a quarter earlier.
Buyers outnumbered sellers: 98 funds opened new HRB positions and 47 closed out — a net gain of 51 holders — while 172 added to existing stakes and 175 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $69.8M. The largest seller was Fidelity Investments, cutting an estimated $119M.
- 542 institutional investors held H&R Block (HRB) as of Q3 2024, up from 495 in Q2 2024.
- Funds reported $7.92B of H&R Block stock for Q3 2024, up 16% quarter-over-quarter.
- 98 funds opened new H&R Block positions in Q3 2024 and 47 closed out, a net change of +51 holders.
- The largest H&R Block buyer in Q3 2024 was Morgan Stanley, an estimated $69.8M added.
- The largest H&R Block seller in Q3 2024 was Fidelity Investments, an estimated $119M sold.
Based on aggregated 13F filings for Q3 2024.