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H&R Block
HRB

Overview Fund Activity

408 hedge funds and large institutions have $5.71B invested in H&R Block in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 141 reducing their positions, and 51 closing their positions.

Holders
408
Holders Change
+14
Holders Change %
+3.55%
% of All Funds
6.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
69
Increased
124
Reduced
141
Closed
51
Calls
$62.7M
Puts
$52.1M
Net Calls
+$10.6M
Net Calls Change
+$18.9M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$119M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$50.4M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$13.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$50.9M
5
Norges Bank
5
Norges Bank
Norway
$70.7M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$2.8M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$944M
3
Man Group
3
Man Group
United Kingdom
$28.8M
4
Invesco
4
Invesco
Georgia
$21.3M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$7.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$944M 21,926,329 -915,125 -4%
BlackRock
2
BlackRock
New York
$793M 18,420,699 -167,559 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$647M 15,033,400 -376,641 -2%
Lazard Asset Management
4
Lazard Asset Management
New York
$273M 6,331,001 -291,013 -4%
State Street
5
State Street
Massachusetts
$264M 6,085,710 +90,664 +2%
Charles Schwab
6
Charles Schwab
California
$166M 3,844,387 +118,329 +3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$154M 3,582,417 -221,397 -6%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$119M 2,768,425 +1,453,504 +111%
AQR Capital Management
9
AQR Capital Management
Connecticut
$117M 2,719,479 -192,224 -7%
Boston Partners
10
Boston Partners
Massachusetts
$110M 2,546,443 -45,709 -2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$103M 2,389,939 +159,048 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$102M 2,374,728 +42,824 +2%
Northern Trust
13
Northern Trust
Illinois
$93.7M 2,175,172 -92,962 -4%
Citadel Advisors
14
Citadel Advisors
Florida
$87.8M 2,040,015 +111,545 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$82.9M 1,926,235 -49,660 -3%
LSV Asset Management
16
LSV Asset Management
Illinois
$73M 1,695,215 -132,875 -7%
Norges Bank
17
Norges Bank
Norway
$70.7M 1,641,332 +240,176 +17%
Pacer Advisors
18
Pacer Advisors
Pennsylvania
$67.2M 1,559,894 -236,448 -13%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$65.6M 1,523,158 +15,050 +1%
Morgan Stanley
20
Morgan Stanley
New York
$52M 1,206,525 -163,289 -12%
Goldman Sachs
21
Goldman Sachs
New York
$50.9M 1,182,158 +257,207 +28%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$50.4M 1,170,087 +559,686 +92%
NW
23
NewEdge Wealth
Pennsylvania
$43.4M 1,007,746 +188,023 +23%
Artisan Partners
24
Artisan Partners
Wisconsin
$42.9M 996,272 -33,082 -3%
HighTower Advisors
25
HighTower Advisors
Illinois
$41.1M 954,038 +65,478 +7%
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