HRB icon

H&R Block
HRB

Overview Fund Activity

546 hedge funds and large institutions have $6.67B invested in H&R Block in 2024 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 212 increasing their positions, 165 reducing their positions, and 66 closing their positions.

Holders
546
Holders Change
+8
Holders Change %
+1.49%
% of All Funds
7.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
82
Increased
212
Reduced
165
Closed
66
Calls
$34.6M
Puts
$42.5M
Net Calls
-$7.85M
Net Calls Change
+$12.9M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$238M
2
Norges Bank
2
Norges Bank
Norway
$57.3M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$137M
4
UBS Group
4
UBS Group
Switzerland
$43.5M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$248M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$761M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.16M
3
Victory Capital Management
3
Victory Capital Management
Texas
$3.94M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$107M
5
EGM
5
Engineers Gate Manager
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$869M 16,440,642 +263,739 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$761M 14,408,991 -4,523,454 -24%
Vanguard Group
3
Vanguard Group
Pennsylvania
$753M 14,253,276 +35,945 +0.3%
Charles Schwab
4
Charles Schwab
California
$276M 5,219,462 +282,633 +6%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$248M 4,701,896 +523,353 +13%
State Street
6
State Street
Massachusetts
$244M 4,594,421 +103,055 +2%
Boston Partners
7
Boston Partners
Massachusetts
$238M 4,500,552 +1,660,319 +58%
Pacer Advisors
8
Pacer Advisors
Pennsylvania
$145M 2,735,189 +476,892 +21%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$137M 2,600,772 -14,169 -0.5%
Lazard Asset Management
10
Lazard Asset Management
New York
$137M 2,585,026 +695,581 +37%
Northern Trust
11
Northern Trust
Illinois
$124M 2,345,222 +191,595 +9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$123M 2,335,353 +30,244 +1%
AQR Capital Management
13
AQR Capital Management
Connecticut
$119M 2,250,059 +120,181 +6%
Morgan Stanley
14
Morgan Stanley
New York
$115M 2,171,363 +2,768 +0.1%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$108M 2,050,678 +232,095 +13%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$107M 2,022,478 -313,233 -13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$89M 1,684,738 +47,920 +3%
Invesco
18
Invesco
Georgia
$83.2M 1,574,552 +330,279 +27%
LSV Asset Management
19
LSV Asset Management
Illinois
$77.1M 1,458,633 -66,518 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$65.2M 1,234,187 +1,904 +0.2%
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$63.8M 1,208,108 +77,959 +7%
NW
22
NewEdge Wealth
Pennsylvania
$57.9M 1,095,712 +113,216 +12%
Norges Bank
23
Norges Bank
Norway
$57.3M 1,083,509 +1,083,509 New
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$51.1M 967,369 -4,973 -0.5%
Bank of America
25
Bank of America
North Carolina
$48.3M 914,884 +121,455 +15%
1
2 3 4 5