H&R Block
549 hedge funds and large institutions have $6.68B invested in H&R Block in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 168 reducing their positions, and 67 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 168
22% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 67
2.91% more ownership
Funds ownership: 89.24% → 92.15% (+2.9%)
1% more funds holding
Funds holding: 542 → 549 (+7)
16% less capital invested
Capital invested by funds: $7.92B → $6.68B (-$1.24B)
18% less call options, than puts
Call options by funds: $34.6M | Put options by funds: $42.5M
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$97.6M |
| 2 |
Lazard Asset Management
New York
|
+$40.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$38.2M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$30.8M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$28.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$266M |
| 2 |
Renaissance Technologies
New York
|
-$30M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$25M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$18.4M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$15.1M |
HRB Hedge Fund Activity: Q4 2024 in Review
549 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q4 2024, worth a combined $6.68B — down 16% from $7.92B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new HRB positions and 67 closed out — a net gain of 15 holders — while 212 added to existing stakes and 168 trimmed.
The largest buyer was Boston Partners, adding an estimated $97.6M. The largest seller was Fidelity Investments, cutting an estimated $266M.
- 549 institutional investors held H&R Block (HRB) as of Q4 2024, up from 542 in Q3 2024.
- Funds reported $6.68B of H&R Block stock for Q4 2024, down 16% quarter-over-quarter.
- 82 funds opened new H&R Block positions in Q4 2024 and 67 closed out, a net change of +15 holders.
- The largest H&R Block buyer in Q4 2024 was Boston Partners, an estimated $97.6M added.
- The largest H&R Block seller in Q4 2024 was Fidelity Investments, an estimated $266M sold.
Based on aggregated 13F filings for Q4 2024.