HRB icon

H&R Block
HRB

Overview Fund Activity

538 hedge funds and large institutions have $7.81B invested in H&R Block in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 171 increasing their positions, 173 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
+44
Holders Change %
+8.91%
% of All Funds
7.78%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
97
Increased
171
Reduced
173
Closed
49
Calls
$50.8M
Puts
$71.5M
Net Calls
-$20.7M
Net Calls Change
-$5.11M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$138M
2
WCM
Wedge Capital Management
North Carolina
$49.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$71.8M
4
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$266M
5
Truist Financial
Truist Financial
North Carolina
$41.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$148M
3
Citadel Advisors
Citadel Advisors
Florida
$14.6M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$0
5
Goldman Sachs
Goldman Sachs
New York
$60.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGF
201
LGT Group Foundation
Liechtenstein
$1.56M +$1.56M +24,859 New
Verition Fund Management
202
Verition Fund Management
Connecticut
$1.56M +$984K +15,489 +170%
SG Americas Securities
203
SG Americas Securities
New York
$1.56M -$1.89M -29,699 -55%
SPS
204
Susquehanna Portfolio Strategies
Pennsylvania
$1.55M – – –
SCM
205
Sterling Capital Management
North Carolina
$1.47M +$1.47M +23,112 New
QC
206
Quent Capital
New York
$1.47M – – –
Canada Pension Plan Investment Board
207
Canada Pension Plan Investment Board
Ontario, Canada
$1.46M -$6.65M -104,600 -82%
QCM
208
QRG Capital Management
Illinois
$1.46M +$69K +1,086 +5%
CIP
209
Convergence Investment Partners
Florida
$1.42M -$456K -7,168 -24%
NRD
210
Nebula Research & Development
New York
$1.4M +$1.4M +21,956 New
ACM
211
Argyle Capital Management
Pennsylvania
$1.39M -$340K -5,350 -20%
MWPCG
212
Measured Wealth Private Client Group
New Hampshire
$1.39M -$131K -2,054 -9%
GC
213
Guggenheim Capital
Illinois
$1.38M -$248K -3,899 -15%
BCM
214
Bayesian Capital Management
New York
$1.36M +$1.03M +16,200 +316%
CI
215
Ceera Investments
Texas
$1.35M – – –
HSA
216
Hussman Strategic Advisors
Maryland
$1.33M – – –
CIC
217
Chase Investment Counsel
Virginia
$1.33M – – –
IEFM
218
IQ EQ Fund Management
Ireland
$1.32M – – –
HCM
219
Huber Capital Management
California
$1.28M -$191K -3,000 -13%
Wealthfront Advisers
220
Wealthfront Advisers
California
$1.25M -$20.1K -316 -2%
CL
221
Choreo LLC
Illinois
$1.24M +$184K +2,901 +17%
Asset Management One
222
Asset Management One
Japan
$1.24M +$1.24M +19,519 New
TI
223
Tidal Investments
Wisconsin
$1.24M +$511K +8,036 +70%
Cambridge Investment Research Advisors
224
Cambridge Investment Research Advisors
Iowa
$1.24M +$211K +3,313 +20%
VI
225
Vestcor Inc
New Brunswick, Canada
$1.22M – – –
7 8
9
10 11