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H&R Block
HRB

Overview Fund Activity

546 hedge funds and large institutions have $6.67B invested in H&R Block in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 165 reducing their positions, and 66 closing their positions.

Holders
546
Holders Change
+8
Holders Change %
+1.49%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
212
Reduced
165
Closed
66
Calls
$34.6M
Puts
$42.5M
Net Calls
-$7.85M
Net Calls Change
+$12.9M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$238M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$137M
3
UBS Group
3
UBS Group
Switzerland
$43.5M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$248M
5
BTW
5
Boston Trust Walden
Massachusetts
$25.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$761M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.16M
3
Victory Capital Management
3
Victory Capital Management
Texas
$3.94M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$107M
5
EGM
5
Engineers Gate Manager
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OAC
201
OMERS Administration Corp
Ontario, Canada
$1.41M +$1.41M +26,600 New
Wolverine Trading
202
Wolverine Trading
Illinois
$1.39M +$717K +13,760 +107%
Natixis Advisors
203
Natixis Advisors
Massachusetts
$1.37M +$4.18K +79 +0.3%
KAS
204
Kestra Advisory Services
Texas
$1.36M +$42.4K +803 +3%
Credit Agricole
205
Credit Agricole
France
$1.32M +$862K +16,309 +190%
LGF
206
LGT Group Foundation
Liechtenstein
$1.3M -$13.3K -251 -1%
SCM
207
Sterling Capital Management
North Carolina
$1.3M +$77.1K +1,460 +6%
OTPPB
208
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.29M +$554K +10,488 +75%
Focus Partners Wealth
209
Focus Partners Wealth
Massachusetts
$1.25M +$879K +16,638 +235%
ACM
210
Argyle Capital Management
Pennsylvania
$1.23M +$67.8K +1,283 +6%
HCM
211
Huber Capital Management
California
$1.23M +$159K +3,000 +15%
HSBC Holdings
212
HSBC Holdings
United Kingdom
$1.21M +$903K +17,134 +293%
QCM
213
QRG Capital Management
Illinois
$1.21M -$2.85K -54 -0.2%
MWPCG
214
Measured Wealth Private Client Group
New Hampshire
$1.18M +$30.7K +581 +3%
CIP
215
Convergence Investment Partners
Florida
$1.17M -$13K -246 -1%
Wealth Enhancement Advisory Services
216
Wealth Enhancement Advisory Services
Minnesota
$1.13M -$227K -4,303 -17%
CI
217
Ceera Investments
Texas
$1.12M -$4.44K -84 -0.4%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$1.12M -$430K -8,132 -28%
HSA
219
Hussman Strategic Advisors
Maryland
$1.11M – – –
CIC
220
Chase Investment Counsel
Virginia
$1.11M – – –
CL
221
Choreo LLC
Illinois
$1.08M +$47.1K +892 +5%
FC
222
FORA Capital
Florida
$1.07M +$1.07M +20,327 New
PNC Financial Services Group
223
PNC Financial Services Group
Pennsylvania
$1.07M +$110K +2,088 +12%
BGDI
224
BW Gestao de Investimentos
Brazil
$1.06M +$1.06M +20,100 New
VA
225
Vident Advisory
Georgia
$1.06M +$783K +14,819 +281%
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9
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