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HRB - H&R Block Inc Stock Price, Fair Value and News
46.32
USD
+0.06
(+0.13%)
Market Closed
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HRB
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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
2024-04-12
AdvisorNet Financial, Inc
REDUCED
Premium
Premium
Premium
Premium
15.00
2024-04-12
LBMC INVESTMENT ADVISORS, LLC
UNCHANGED
Premium
Premium
Premium
Premium
5,000
2024-04-12
Carlson Capital Management
UNCHANGED
Premium
Premium
Premium
Premium
17,400
2024-04-12
FCF Advisors LLC
ADDED
Premium
Premium
Premium
Premium
32,235
2024-04-12
Affinity Capital Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
5,055
2024-04-12
Range Financial Group LLC
REDUCED
Premium
Premium
Premium
Premium
15,120
2024-04-12
ARMSTRONG ADVISORY GROUP, INC
UNCHANGED
Premium
Premium
Premium
Premium
4,110
2024-04-12
Global Assets Advisory, LLC
NEW
Premium
Premium
Premium
Premium
17,793
2024-04-11
TEALWOOD ASSET MANAGEMENT INC
NEW
Premium
Premium
Premium
Premium
47,603
2024-04-11
Fortitude Family Office, LLC
REDUCED
Premium
Premium
Premium
Premium
52.00
2024-04-11
ROCKLAND TRUST CO
UNCHANGED
Premium
Premium
Premium
Premium
16,666
2024-04-11
SALEM INVESTMENT COUNSELORS INC
REDUCED
Premium
Premium
Premium
Premium
2,400
2024-04-10
ATWOOD & PALMER INC
UNCHANGED
Premium
Premium
Premium
Premium
570
2024-04-10
PARK AVENUE SECURITIES LLC
ADDED
Premium
Premium
Premium
Premium
14,937
2024-04-10
Banque Cantonale Vaudoise
ADDED
Premium
Premium
Premium
Premium
2,396
2024-04-10
BCS Wealth Management
UNCHANGED
Premium
Premium
Premium
Premium
4,611
2024-04-10
Wedmont Private Capital
REDUCED
Premium
Premium
Premium
Premium
8,290
2024-04-10
Bruce G. Allen Investments, LLC
NEW
Premium
Premium
Premium
Premium
4.00
2024-04-09
MASSMUTUAL TRUST CO FSB/ADV
UNCHANGED
Premium
Premium
Premium
Premium
131
2024-04-09
MATHER GROUP, LLC.
NEW
Premium
Premium
Premium
Premium
575
2024-04-09
Lowe Wealth Advisors, LLC
UNCHANGED
Premium
Premium
Premium
Premium
406
2024-04-09
Alaska Permanent Fund Corp
REDUCED
Premium
Premium
Premium
Premium
62,089
2024-04-09
Rise Advisors, LLC
NEW
Premium
Premium
Premium
Premium
393
2024-04-05
LOS ANGELES CAPITAL MANAGEMENT LLC
REDUCED
Premium
Premium
Premium
Premium
169,020
2024-04-05
CWM, LLC
REDUCED
Premium
Premium
Premium
Premium
4,402
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Which funds are the top buyers of HRB?
Fund Name
# Shares
$ Value
% Port.
FMR LLC
21,588,800
1,044,250,000
0.08%
BlackRock Inc.
17,882,900
864,996,000
0.02%
VANGUARD GROUP INC
14,641,500
708,207,000
0.01%
STATE STREET CORP
5,468,210
266,270,000
0.01%
LAZARD ASSET MANAGEMENT LLC
4,737,840
229,167,000
0.29%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
3,776,600
182,674,000
0.05%
WELLINGTON MANAGEMENT GROUP LLP
3,200,120
154,790,000
0.03%
FULLER & THALER ASSET MANAGEMENT, INC.
2,620,090
126,734,000
0.64%
Boston Partners
2,512,090
121,501,000
0.16%
DIMENSIONAL FUND ADVISORS LP
2,469,700
119,463,000
0.04%
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10
1–10 of 94
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
17,413,200
6.43%
Blue Whale Capital LLP
19,589,800
2.51%
IBEX WEALTH ADVISORS
10,501
2.28%
Paradiem, LLC
7,671,100
2.14%
Round Hill Asset Management
3,095,630
1.94%
MILLER VALUE PARTNERS, LLC
3,047,310
1.81%
Lingohr Asset Management GmbH
750,000
1.71%
Optimist Retirement Group LLC
2,503,210
1.63%
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
NORGES BANK
82,605,200
Clark Capital Management Group, Inc.
21,461,000
Prevatt Capital Ltd
17,413,200
Paradiem, LLC
7,671,100
CANADA PENSION PLAN INVESTMENT BOARD
3,482,640
Skandinaviska Enskilda Banken AB (publ)
3,202,090
Amalgamated Financial Corp.
3,178,000
Walleye Capital LLC
2,869,210
Additions
Fund Name
% Increased
Farther Finance Advisors, LLC
6,058
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
2,446
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
1,509
PRUDENTIAL FINANCIAL INC
1,060
ATLAS CAPITAL ADVISORS LLC
909
First Horizon Advisors, Inc.
657
Blue Whale Capital LLP
636
Walleye Trading LLC
613
Reductions
Fund Name
% Reduced
IBEX WEALTH ADVISORS
-99.9
Mitsubishi UFJ Asset Management Co., Ltd.
-99.3
Qube Research & Technologies Ltd
-97.95
Impact Partnership Wealth, LLC
-97.82
VIRGINIA RETIREMENT SYSTEMS ET AL
-90.81
SEVEN EIGHT CAPITAL, LP
-88.79
SIMPLEX TRADING, LLC
-88.16
BANK OF MONTREAL /CAN/
-87.83
Sold off
Fund Name
$ Sold
Artisan Partners Limited Partnership
-42,899,500
JUPITER ASSET MANAGEMENT LTD
-23,683,000
RENAISSANCE TECHNOLOGIES LLC
-13,805,000
Trexquant Investment LP
-9,608,320
Lodge Hill Capital, LLC
-6,200,640
Allianz Asset Management GmbH
-4,070,460
WBI INVESTMENTS, INC.
-3,571,650
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
-3,201,040