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HRB - H&R Block Inc Stock Price, Fair Value and News
52.32
USD
-0.69
(-1.30%)
Delayed
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Funds-Owners-Holders
Which funds bought or sold HRB recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-16
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
REDUCED
Premium
Premium
Premium
Premium
144,926
2024-05-16
JANE STREET GROUP, LLC
ADDED
Premium
Premium
Premium
Premium
80,844
2024-05-16
Tidal Investments LLC
REDUCED
Premium
Premium
Premium
Premium
16,217
2024-05-16
Redwood Investment Management, LLC
ADDED
Premium
Premium
Premium
Premium
142,115
2024-05-16
Semmax Financial Advisors Inc.
ADDED
Premium
Premium
Premium
Premium
32.00
2024-05-16
FSA Wealth Management LLC
UNCHANGED
Premium
Premium
Premium
Premium
167
2024-05-16
Pineridge Advisors LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-16
COMERICA BANK
ADDED
Premium
Premium
Premium
Premium
72,426
2024-05-15
AQR CAPITAL MANAGEMENT LLC
REDUCED
Premium
Premium
Premium
Premium
1,525,200
2024-05-15
D. E. Shaw & Co., Inc.
REDUCED
Premium
Premium
Premium
Premium
621,214
2024-05-15
JANUS HENDERSON GROUP PLC
ADDED
Premium
Premium
Premium
Premium
94,270
2024-05-15
CITADEL ADVISORS LLC
ADDED
Premium
Premium
Premium
Premium
1,507,040
2024-05-15
GOLDMAN SACHS GROUP INC
REDUCED
Premium
Premium
Premium
Premium
776,920
2024-05-15
Royal Bank of Canada
ADDED
Premium
Premium
Premium
Premium
1,285,030
2024-05-15
SHELTON CAPITAL MANAGEMENT
UNCHANGED
Premium
Premium
Premium
Premium
6,207
2024-05-15
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO
REDUCED
Premium
Premium
Premium
Premium
61,662
2024-05-15
UNITED SERVICES AUTOMOBILE ASSOCIATION
REDUCED
Premium
Premium
Premium
Premium
11,228
2024-05-15
Voya Investment Management LLC
REDUCED
Premium
Premium
Premium
Premium
257,037
2024-05-15
CSS LLC/IL
UNCHANGED
Premium
Premium
Premium
Premium
15,448
2024-05-15
FAIRFIELD, BUSH & CO.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-15
RBF Capital, LLC
UNCHANGED
Premium
Premium
Premium
Premium
15,000
2024-05-15
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
REDUCED
Premium
Premium
Premium
Premium
217
2024-05-15
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
ADDED
Premium
Premium
Premium
Premium
1,806,900
2024-05-15
STEEL GROVE CAPITAL ADVISORS, LLC
UNCHANGED
Premium
Premium
Premium
Premium
7,019
2024-05-15
TWO SIGMA INVESTMENTS, LP
UNCHANGED
Premium
Premium
Premium
Premium
5,500
Rows per page:
10
25
50
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1–25 of 569
Which funds are the top buyers of HRB?
Fund Name
# Shares
$ Value
% Port.
FMR LLC
20,791,200
1,021,060,000
0.07%
BlackRock Inc.
16,631,200
816,757,000
0.02%
VANGUARD GROUP INC
14,241,700
699,411,000
0.01%
STATE STREET CORP
5,496,640
271,643,000
0.01%
LAZARD ASSET MANAGEMENT LLC
5,295,910
260,081,000
0.32%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
4,655,400
228,627,000
0.05%
WELLINGTON MANAGEMENT GROUP LLP
3,373,710
165,683,000
0.03%
Boston Partners
3,270,920
160,614,000
0.19%
FULLER & THALER ASSET MANAGEMENT, INC.
3,156,130
154,997,000
0.68%
GEODE CAPITAL MANAGEMENT, LLC
2,617,850
128,765,000
0.01%
Rows per page:
10
1–10 of 92
Which funds have put a big percent of portfolio in HRB?
Fund Name
$ Value
% Port.
Rayliant Investment Research
720,342
10.37%
Prevatt Capital Ltd
22,590,600
7.62%
Blue Whale Capital LLP
31,921,500
3.37%
IBEX WEALTH ADVISORS
8,584,000
2.33%
Paradiem, LLC
8,048,050
1.99%
Round Hill Asset Management
3,108,610
1.88%
Lingohr Asset Management GmbH
706,000
1.77%
Rings Capital Management LLC
2,602,830
1.42%
Optimist Retirement Group LLC
2,456,920
1.26%
TEALWOOD ASSET MANAGEMENT INC
2,338,000
1.05%
Rows per page:
10
1–10 of 99
Trend of No. of funds that hold HRB
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Verity & Verity, LLC
7,929,240
Rockefeller Capital Management L.P.
4,750,390
Trexquant Investment LP
4,424,660
MARSHALL WACE, LLP
4,058,300
ExodusPoint Capital Management, LP
3,387,000
PEAK6 Investments LLC
3,259,530
Amalgamated Financial Corp.
3,178,000
Edgestream Partners, L.P.
3,149,380
Additions
Fund Name
% Increased
IBEX WEALTH ADVISORS
108,245
Squarepoint Ops LLC
3,489
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
2,446
Impact Partnership Wealth, LLC
2,060
PRICE T ROWE ASSOCIATES INC /MD/
576
Daiwa Securities Group Inc.
500
SEVEN EIGHT CAPITAL, LP
438
Skandinaviska Enskilda Banken AB (publ)
284
Reductions
Fund Name
% Reduced
HighTower Advisors, LLC
-97.98
VIRGINIA RETIREMENT SYSTEMS ET AL
-90.81
ATLAS CAPITAL ADVISORS LLC
-90.1
Walleye Trading LLC
-86.35
EXCHANGE TRADED CONCEPTS, LLC
-83.98
AlphaCrest Capital Management LLC
-78.92
QS Investors, LLC
-78.8
ASSETMARK, INC
-78.64
Sold off
Fund Name
$ Sold
NORGES BANK
-82,605,200
HRT FINANCIAL LP
-4,590,000
MILLER VALUE PARTNERS, LLC
-3,047,310
MERCER GLOBAL ADVISORS INC /ADV
-2,269,000
Sovarnum Capital L.P.
-1,409,000
Point72 Europe (London) LLP
-1,274,980
NATIXIS
-1,267,540
Assenagon Asset Management S.A.
-1,227,920