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HRB · Consumer Cyclical

BLOCK H & R INC

USA Consumer Cyclical Filing: 2025-12-31
Smart-money confidence · 1 of 3 sources firing
Weak — few signals

No standout activity across the feeds we track.

Hedge funds
38
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s.  ·  how the score works
◆ Next steps Interested in BLOCK H & R INC? Here's what to do with it.
Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$5.2B
Industry
Personal Services
Sector
Consumer Cyclical
Exchange
NYSE
About BLOCK H & R INC

H&R Block, Inc., through its subsidiaries, provides assisted and do-it-yourself (DIY) tax return preparation services in the United States, Canada, and Australia. The company also provides Refund Transfers, that enable clients to receive their tax refunds by their chosen method of disbursement; Peace of Mind extended service plans, that represents clients when audited and assumes the cost; H&R Block Emerald Prepaid Mastercard and Spruce, which are debit cards that can be used for everyday purchases and ATM withdrawals; H&R Block Emerald Advance term loans; Tax Identity Shield that provides…

Who's behind the signal
Every informed buyer we can see on HRB, across all three feeds.
Hedge funds · 7
Point72 (Steve Cohen) New position
AQR Capital Management Increased +31%
D.E. Shaw & Co Increased +61%
Citadel Advisors Increased +14%
+1 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 4
Every disclosed buy & sell on record — STOCK Act filings
Trade date Member Chamber Action Amount
2020-04-29 Gilbert Ray Cisneros, Jr. · D-CA House SOLD $1,001 - $15,000
2020-04-02 Dean Phillips · D-MN House SOLD $1,001 - $15,000
2020-03-18 Gilbert Ray Cisneros, Jr. · D-CA House BOUGHT $1,001 - $15,000
2020-02-28 Dean Phillips · D-MN House BOUGHT $1,001 - $15,000
Not a model pick — but on our radar. BLOCK H & R INC isn't in the top-10 model right now, but 7 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
7
Investors
2
New positions
4
Increasing
1
Decreasing
0
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.2×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Tudor Investment's portfolio
Trust weight: 1.1×
New position
% of portfolio
0.0%
Position change
NEW
0.0% of Point72's portfolio
Trust weight: 1.0×
Increased +31%
% of portfolio
0.1%
Position change
+31%
0.1% of AQR Capital Management's portfolio
Trust weight: 1.0×
Increased +61%
% of portfolio
0.1%
Position change
+61%
0.1% of D.E. Shaw & Co's portfolio
Trust weight: 1.0×
Increased +14%
% of portfolio
0.1%
Position change
+14%
0.1% of Citadel Advisors's portfolio
Trust weight: 1.0×
Increased +268%
% of portfolio
0.0%
Position change
+268%
0.0% of Millennium Management's portfolio
Trust weight: 1.3×
Decreased −25%
% of portfolio
0.1%
Position change
−25%
0.1% of Bridgewater Associates's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to BLOCK H & R INC
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell BLOCK H & R INC or any security.

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