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H&R Block
HRB

Overview Fund Activity

394 hedge funds and large institutions have $4.31B invested in H&R Block in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 115 increasing their positions, 161 reducing their positions, and 75 closing their positions.

Holders
394
Holders Change
-26
Holders Change %
-6.19%
% of All Funds
6.22%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
52
Increased
115
Reduced
161
Closed
75
Calls
$27.7M
Puts
$36M
Net Calls
-$8.32M
Net Calls Change
-$27M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$211M
2
Citadel Advisors
2
Citadel Advisors
Florida
$61.5M
3
Millennium Management
3
Millennium Management
New York
$38.7M
4
Man Group
4
Man Group
United Kingdom
$20.8M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$92.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$121M
2
Bank of America
2
Bank of America
North Carolina
$17.5M
3
Robeco Institutional Asset Management
3
Robeco Institutional Asset Management
Netherlands
$16.4M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$26.7M
5
Boston Partners
5
Boston Partners
Massachusetts
$82.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$728M 22,841,454 +3,770 +0%
BlackRock
2
BlackRock
New York
$592M 18,588,258 +23,516 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$491M 15,410,041 -744,612 -5%
Lazard Asset Management
4
Lazard Asset Management
New York
$211M 6,622,014 +1,512,508 +30%
State Street
5
State Street
Massachusetts
$193M 5,995,046 +327,215 +6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$121M 3,803,814 -4,784,530 -56%
Charles Schwab
7
Charles Schwab
California
$119M 3,726,058 +101,673 +3%
AQR Capital Management
8
AQR Capital Management
Connecticut
$92.8M 2,911,703 +647,810 +29%
Boston Partners
9
Boston Partners
Massachusetts
$82.6M 2,592,152 -895,199 -26%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$74.3M 2,331,904 +100,048 +4%
Northern Trust
11
Northern Trust
Illinois
$72.3M 2,268,134 -20,803 -0.9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$71.1M 2,230,891 +60,462 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$63M 1,975,895 -95,595 -5%
Citadel Advisors
14
Citadel Advisors
Florida
$61.5M 1,928,470 +1,092,578 +131%
LSV Asset Management
15
LSV Asset Management
Illinois
$58.3M 1,828,090 -88,525 -5%
Pacer Advisors
16
Pacer Advisors
Pennsylvania
$57.2M 1,796,342 +213,619 +13%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$48.1M 1,508,108 +527,530 +54%
Norges Bank
18
Norges Bank
Norway
$44.7M 1,401,156 -207,706 -13%
Morgan Stanley
19
Morgan Stanley
New York
$43.7M 1,369,814 +369,027 +37%
Fuller & Thaler Asset Management
20
Fuller & Thaler Asset Management
California
$41.9M 1,314,921 -828,491 -39%
Millennium Management
21
Millennium Management
New York
$38.7M 1,214,222 +1,027,480 +550%
Artisan Partners
22
Artisan Partners
Wisconsin
$32.8M 1,029,354 -49,130 -5%
Goldman Sachs
23
Goldman Sachs
New York
$29.5M 924,951 +155,411 +20%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$28.7M 900,500 +247,557 +38%
HighTower Advisors
25
HighTower Advisors
Illinois
$28.3M 888,560 +63,105 +8%
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