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H&R Block
HRB

Overview Fund Activity

538 hedge funds and large institutions have $7.81B invested in H&R Block in 2024 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 171 increasing their positions, 173 reducing their positions, and 49 closing their positions.

Holders
538
Holders Change
+44
Holders Change %
+8.91%
% of All Funds
7.78%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
97
Increased
171
Reduced
173
Closed
49
Calls
$50.8M
Puts
$71.5M
Net Calls
-$20.7M
Net Calls Change
-$5.11M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$138M
2
WCM
2
Wedge Capital Management
North Carolina
$49.4M
3
Qube Research & Technologies (QRT)
3
Qube Research & Technologies (QRT)
United Kingdom
$71.8M
4
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$266M
5
Truist Financial
5
Truist Financial
North Carolina
$41.7M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.2B
2
Norges Bank
2
Norges Bank
Norway
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$148M
4
Citadel Advisors
4
Citadel Advisors
Florida
$14.6M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.2B 18,932,445 -1,996,584 -10%
BlackRock
2
BlackRock
New York
$1.03B 16,176,903 -122,165 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$904M 14,217,331 -485,498 -3%
Charles Schwab
4
Charles Schwab
California
$314M 4,936,829 +255,354 +5%
State Street
5
State Street
Massachusetts
$287M 4,491,366 -214,656 -5%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$266M 4,178,543 +640,405 +18%
Boston Partners
7
Boston Partners
Massachusetts
$180M 2,840,233 -413,493 -13%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$166M 2,614,941 -60,115 -2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$148M 2,335,711 -1,031,492 -31%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$146M 2,305,109 -179,308 -7%
Pacer Advisors
11
Pacer Advisors
Pennsylvania
$144M 2,258,297 -479,893 -18%
Morgan Stanley
12
Morgan Stanley
New York
$138M 2,168,595 +1,170,712 +117%
Northern Trust
13
Northern Trust
Illinois
$137M 2,153,627 -61,616 -3%
AQR Capital Management
14
AQR Capital Management
Connecticut
$135M 2,129,878 -1,573 -0.1%
Lazard Asset Management
15
Lazard Asset Management
New York
$120M 1,889,445 -373,631 -17%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$116M 1,818,583 +268,285 +17%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$104M 1,636,818 -111,277 -6%
LSV Asset Management
18
LSV Asset Management
Illinois
$96.9M 1,525,151 -50,340 -3%
Invesco
19
Invesco
Georgia
$79.1M 1,244,273 +34,608 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$78.3M 1,232,283 -92,596 -7%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$71.8M 1,130,149 +659,797 +140%
NW
22
NewEdge Wealth
Pennsylvania
$62.4M 982,496 +24,907 +3%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$61.8M 972,342 +122,681 +14%
Goldman Sachs
24
Goldman Sachs
New York
$60.6M 952,811 -548,845 -37%
Bank of America
25
Bank of America
North Carolina
$50.4M 793,429 -76,344 -9%
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