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H&R Block
HRB

Overview Fund Activity

478 hedge funds and large institutions have $6.27B invested in H&R Block in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 178 reducing their positions, and 46 closing their positions.

Holders
478
Holders Change
+13
Holders Change %
+2.8%
% of All Funds
6.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
63
Increased
152
Reduced
178
Closed
46
Calls
$75.6M
Puts
$53.6M
Net Calls
+$22M
Net Calls Change
+$23.8M

Top Buyers

1
Charles Schwab
1
Charles Schwab
California
$229M
2
Squarepoint
2
Squarepoint
New York
$41.1M
3
Boston Partners
3
Boston Partners
Massachusetts
$161M
4
Citadel Advisors
4
Citadel Advisors
Florida
$74M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$155M

Top Sellers

1
BlackRock
1
BlackRock
New York
$817M
2
Morgan Stanley
2
Morgan Stanley
New York
$55.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$951K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.02B
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$74.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.02B 20,791,224 -797,619 -4%
BlackRock
2
BlackRock
New York
$817M 16,631,174 -1,251,730 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$699M 14,241,716 -399,745 -3%
State Street
4
State Street
Massachusetts
$272M 5,496,644 +28,432 +0.5%
Lazard Asset Management
5
Lazard Asset Management
New York
$241M 4,899,439 +161,604 +3%
Charles Schwab
6
Charles Schwab
California
$229M 4,655,402 +878,805 +23%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$166M 3,373,712 +173,593 +5%
Boston Partners
8
Boston Partners
Massachusetts
$161M 3,270,919 +758,827 +30%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$155M 3,156,128 +536,040 +20%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$129M 2,617,851 +281,853 +12%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$121M 2,460,625 -9,073 -0.4%
Northern Trust
12
Northern Trust
Illinois
$98.4M 2,003,457 -215,181 -10%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$88.7M 1,806,902 +38,220 +2%
Pacer Advisors
14
Pacer Advisors
Pennsylvania
$88.3M 1,798,920 +224,758 +14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$86.6M 1,762,419 -124,714 -7%
Norges Bank
16
Norges Bank
Norway
$84.2M 1,715,138 +7,360 +0.4%
LSV Asset Management
17
LSV Asset Management
Illinois
$79.4M 1,616,361 -64,339 -4%
AQR Capital Management
18
AQR Capital Management
Connecticut
$74.7M 1,525,201 -774,109 -34%
Citadel Advisors
19
Citadel Advisors
Florida
$74M 1,507,037 +729,371 +94%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$63.1M 1,285,031 +305,014 +31%
Morgan Stanley
21
Morgan Stanley
New York
$55.2M 1,124,100 -962,700 -46%
Invesco
22
Invesco
Georgia
$53.6M 1,092,326 +534,316 +96%
NW
23
NewEdge Wealth
Pennsylvania
$45.4M 944,344 -189,650 -17%
Bank of America
24
Bank of America
North Carolina
$44.3M 901,804 +426,356 +90%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$42.7M 869,209 +421,190 +94%
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