HRB icon

H&R Block
HRB

Overview Fund Activity

494 hedge funds and large institutions have $6.84B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 46 closing their positions.

Holders
494
Holders Change
+16
Holders Change %
+3.35%
% of All Funds
7.19%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
74
Increased
166
Reduced
163
Closed
46
Calls
$35.1M
Puts
$50.7M
Net Calls
-$15.6M
Net Calls Change
-$37.7M

Top Buyers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$148M
2
Goldman Sachs
2
Goldman Sachs
New York
$81.4M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$115M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$25.5M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$797M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$123M
2
Squarepoint
2
Squarepoint
New York
$1.82M
3
State Street
3
State Street
Massachusetts
$257M
4
Citadel Advisors
4
Citadel Advisors
Florida
$43.7M
5
Man Group
5
Man Group
United Kingdom
$266K
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.13B 20,929,029 +137,805 +0.7%
BlackRock
2
BlackRock
New York
$884M 16,299,068 -332,106 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$797M 14,702,829 +461,113 +3%
State Street
4
State Street
Massachusetts
$257M 4,706,022 -790,622 -14%
Charles Schwab
5
Charles Schwab
California
$254M 4,681,475 +26,073 +0.6%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$192M 3,538,138 +382,010 +12%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$183M 3,367,203 -6,509 -0.2%
Boston Partners
8
Boston Partners
Massachusetts
$176M 3,253,726 -17,193 -0.5%
Pacer Advisors
9
Pacer Advisors
Pennsylvania
$148M 2,738,190 +939,270 +52%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$145M 2,675,056 +57,205 +2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$135M 2,484,417 +23,792 +1%
Lazard Asset Management
12
Lazard Asset Management
New York
$123M 2,263,076 -2,636,363 -54%
Northern Trust
13
Northern Trust
Illinois
$120M 2,215,243 +211,786 +11%
AQR Capital Management
14
AQR Capital Management
Connecticut
$115M 2,131,451 +606,250 +40%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$94.8M 1,748,095 -14,324 -0.8%
Norges Bank
16
Norges Bank
Norway
$90.6M 1,670,801 -44,337 -3%
LSV Asset Management
17
LSV Asset Management
Illinois
$85.4M 1,575,491 -40,870 -3%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$84.1M 1,550,298 -256,604 -14%
Goldman Sachs
19
Goldman Sachs
New York
$81.4M 1,501,656 +724,736 +93%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$71.8M 1,324,879 +39,848 +3%
Invesco
21
Invesco
Georgia
$65.6M 1,209,665 +117,339 +11%
Morgan Stanley
22
Morgan Stanley
New York
$54.1M 997,883 -126,217 -11%
NW
23
NewEdge Wealth
Pennsylvania
$51.9M 957,589 +13,245 +1%
Bank of America
24
Bank of America
North Carolina
$47.2M 869,773 -32,031 -4%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$46.1M 849,661 +269,434 +46%
1
2 3 4 5