Question 1

Which hedge funds and institutional investors hold HRB?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for HRB shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for HRB whale holdings?

Accepted Answer

Conviction level reflects how significant HRB is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to HRB, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for HRB?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about HRB?

Accepted Answer

QoQ changes for HRB show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	4.0M	$128.5M	0.0%	$2896.4B
Fidelity (FMR)	2.8M	$87.9M	0.0%	$1898.4B
Arrowstreet	1.6M	$50.6M	0.0%	$184.8B
Invesco	1.3M	$41.4M	0.0%	$653.3B
DE Shaw	1.1M	$35.6M	0.0%	$166.3B
Marshall Wace	1.1M	$33.8M	0.0%	$100.4B
Wellington	807.6K	$25.6M	0.0%	$535.5B
BlackRock	515.8K	$16.4M	0.0%	$5723.5B
Geode Capital	482.1K	$15.3M	0.0%	$1607.5B
Millennium	343.6K	$10.9M	0.0%	$240.3B
Hotchkis & Wiley	326.6K	$10.4M	0.0%	$32.4B
GMO	234.4K	$7.4M	0.0%	$39.1B
Segall Bryant	95.0K	$3.0M	0.0%	$7.0B
Point72	92.7K	$2.9M	0.0%	$78.1B
DFA	84.8K	$2.7M	0.0%	$481.4B
Caxton	66.6K	$2.1M	0.0%	$4.4B
Point72	63.7K	$2.0M	0.0%	$78.1B
Citadel	60.3K	$1.9M	0.0%	$618.5B
Citadel	56.5K	$1.8M	0.0%	$618.5B
Brevan Howard	53.6K	$1.7M	0.0%	$11.3B
Two Sigma	50.7K	$1.6M	0.0%	$123.9B
Man Group	49.9K	$1.6M	0.0%	$55.1B
Citadel	47.7K	$1.5M	0.0%	$618.5B
DE Shaw	46.8K	$1.5M	0.0%	$166.3B
Bridgewater	46.5K	$1.5M	0.0%	$22.4B
Winton	44.0K	$1.4M	0.0%	$2.9B
Maverick Capital	19.9K	$633K	0.0%	$8.7B
Tudor	19.6K	$622K	0.0%	$53.9B
DE Shaw	18.0K	$571K	0.0%	$166.3B
Tudor	7.7K	$244K	0.0%	$53.9B
AQR Capital	2.1K	$65K	—	$218.4B
Franklin Templeton	1.8K	$58K	—	$408.3B
LSV	1.5M	$49K	0.1%	$46.4M
Balyasny	340	$11K	—	$77.1B
Neuberger Berman (Eisman)	183	$6K	—	$131.4B
Northern Trust	87	$3K	—	$756.6B
Kayne Anderson	53	$2K	—	$34.0B
Acadian	6.0K	$189	0.0%	$70.5M

HRB

Who Holds HRB