H&R Block
HRB
495 hedge funds and large institutions have $6.85B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 167 increasing their positions, 163 reducing their positions, and 48 closing their positions.
54% more first-time investments, than exits
New positions opened: 74 | Existing positions closed: 48
9% more capital invested
Capital invested by funds: $6.29B → $6.85B (+$562M)
3% more funds holding
Funds holding: 480 → 495 (+15)
2% more repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 163
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.31% less ownership
Funds ownership: 91.85% → 90.54% (-1.3%)
31% less call options, than puts
Call options by funds: $35.1M | Put options by funds: $50.7M
Top Buyers
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$46.8M |
| 2 |
Goldman Sachs
New York
|
+$36.1M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$30.2M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$23.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23M |
Top Sellers
| 1 |
Lazard Asset Management
New York
|
-$131M |
| 2 |
Squarepoint
New York
|
-$40M |
| 3 |
State Street
Boston,
Massachusetts
|
-$39.4M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$34.9M |
| 5 |
Man Group
London,
United Kingdom
|
-$19M |
HRB Hedge Fund Activity: Q2 2024 in Review
495 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q2 2024, worth a combined $6.85B — up 8.9% from $6.29B a quarter earlier.
Buyers outnumbered sellers: 74 funds opened new HRB positions and 48 closed out — a net gain of 26 holders — while 167 added to existing stakes and 163 trimmed.
The largest buyer was Pacer Advisors, adding an estimated $46.8M. The largest seller was Lazard Asset Management, cutting an estimated $131M.
- 495 institutional investors held H&R Block (HRB) as of Q2 2024, up from 480 in Q1 2024.
- Funds reported $6.85B of H&R Block stock for Q2 2024, up 8.9% quarter-over-quarter.
- 74 funds opened new H&R Block positions in Q2 2024 and 48 closed out, a net change of +26 holders.
- The largest H&R Block buyer in Q2 2024 was Pacer Advisors, an estimated $46.8M added.
- The largest H&R Block seller in Q2 2024 was Lazard Asset Management, an estimated $131M sold.
Based on aggregated 13F filings for Q2 2024.