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H&R Block
HRB

Overview Fund Activity

557 hedge funds and large institutions have $6.96B invested in H&R Block in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 180 increasing their positions, 210 reducing their positions, and 62 closing their positions.

Holders
557
Holders Change
+11
Holders Change %
+2.01%
% of All Funds
7.57%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
81
Increased
180
Reduced
210
Closed
62
Calls
$15.5M
Puts
$25.9M
Net Calls
-$10.4M
Net Calls Change
-$2.56M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$70.7M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$205M
3
Millennium Management
3
Millennium Management
New York
$56.4M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$48.1M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$52.8M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$92.7M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$56.9M
3
Invesco
3
Invesco
Georgia
$23M
4
Norges Bank
4
Norges Bank
Norway
$0
5
Boston Partners
5
Boston Partners
Massachusetts
$207M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$874M 15,923,014 -517,628 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$807M 14,694,824 +285,833 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$778M 14,168,986 -84,290 -0.6%
Fuller & Thaler Asset Management
4
Fuller & Thaler Asset Management
California
$254M 4,626,167 -75,729 -2%
State Street
5
State Street
Massachusetts
$248M 4,476,841 -117,580 -3%
Boston Partners
6
Boston Partners
Massachusetts
$207M 3,767,912 -732,640 -16%
Lazard Asset Management
7
Lazard Asset Management
New York
$205M 3,730,307 +1,145,281 +44%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$148M 2,699,471 +98,699 +4%
Northern Trust
9
Northern Trust
Illinois
$143M 2,608,496 +263,274 +11%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$125M 2,282,452 -52,901 -2%
Morgan Stanley
11
Morgan Stanley
New York
$118M 2,150,012 -21,351 -1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$118M 2,141,988 +119,510 +6%
AQR Capital Management
13
AQR Capital Management
Connecticut
$97.4M 1,789,040 -461,019 -20%
Charles Schwab
14
Charles Schwab
California
$92.7M 1,688,751 -3,530,711 -68%
LSV Asset Management
15
LSV Asset Management
Illinois
$91.6M 1,667,652 +209,019 +14%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$91M 1,657,188 -27,550 -2%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$83.2M 1,515,553 -535,125 -26%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$79M 1,437,984 +229,876 +19%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$70.7M 1,286,896 +1,281,945 +25,893%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$68.4M 1,244,858 +10,671 +0.9%
Bank of America
21
Bank of America
North Carolina
$66.9M 1,217,814 +302,930 +33%
Pacer Advisors
22
Pacer Advisors
Pennsylvania
$56.9M 1,035,402 -1,699,787 -62%
Millennium Management
23
Millennium Management
New York
$56.4M 1,027,979 +896,828 +684%
NW
24
NewEdge Wealth
Pennsylvania
$55.5M 1,010,446 -85,266 -8%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$53.6M 976,797 +9,428 +1%
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