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H&R Block
HRB

Overview Fund Activity

465 hedge funds and large institutions have $6.15B invested in H&R Block in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 158 reducing their positions, and 41 closing their positions.

Holders
465
Holders Change
+57
Holders Change %
+13.97%
% of All Funds
6.82%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
103
Increased
126
Reduced
158
Closed
41
Calls
$43.3M
Puts
$45M
Net Calls
-$1.75M
Net Calls Change
-$12.3M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$101M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.4M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$37.8M
4
Man Group
4
Man Group
United Kingdom
$27.3M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$21.5M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$229M
2
Citadel Advisors
2
Citadel Advisors
Florida
$37.6M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$0
4
State Street
4
State Street
Massachusetts
$266M
5
BlackRock
5
BlackRock
New York
$865M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.04B 21,588,843 -337,486 -2%
BlackRock
2
BlackRock
New York
$865M 17,882,904 -537,795 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$708M 14,641,461 -391,939 -3%
State Street
4
State Street
Massachusetts
$266M 5,468,212 -617,498 -10%
Lazard Asset Management
5
Lazard Asset Management
New York
$229M 4,737,835 -1,593,166 -25%
Charles Schwab
6
Charles Schwab
California
$183M 3,776,597 -67,790 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$155M 3,200,119 -382,298 -11%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$127M 2,620,088 -148,337 -5%
Boston Partners
9
Boston Partners
Massachusetts
$122M 2,512,092 -34,351 -1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$119M 2,469,698 +79,759 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$113M 2,335,998 -38,730 -2%
AQR Capital Management
12
AQR Capital Management
Connecticut
$111M 2,299,310 -420,169 -15%
Northern Trust
13
Northern Trust
Illinois
$107M 2,218,638 +43,466 +2%
Morgan Stanley
14
Morgan Stanley
New York
$101M 2,086,800 +880,275 +73%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$91.3M 1,887,133 -39,102 -2%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$85.6M 1,768,682 +245,524 +16%
Norges Bank
17
Norges Bank
Norway
$82.6M 1,707,778 +66,446 +4%
LSV Asset Management
18
LSV Asset Management
Illinois
$81.3M 1,680,700 -14,515 -0.9%
Pacer Advisors
19
Pacer Advisors
Pennsylvania
$76.1M 1,574,162 +14,268 +0.9%
NW
20
NewEdge Wealth
Pennsylvania
$54.9M 1,133,994 +126,248 +13%
Goldman Sachs
21
Goldman Sachs
New York
$53M 1,094,791 -87,367 -7%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$50.2M 1,038,614 -131,473 -11%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$47.4M 980,017 +718,251 +274%
HighTower Advisors
24
HighTower Advisors
Illinois
$46.4M 960,539 +6,501 +0.7%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$41M 848,092 -54,236 -6%
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