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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $3.73B invested in H&R Block in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 50 closing their positions.

Holders
391
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
6.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
57
Increased
108
Reduced
140
Closed
50
Calls
$28.3M
Puts
$35.1M
Net Calls
-$6.85M
Net Calls Change
+$2.15M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.6M
2
American Century Companies
2
American Century Companies
Missouri
$38.5M
3
Northern Trust
3
Northern Trust
Illinois
$76.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$44M
5
AssetMark Inc
5
AssetMark Inc
California
$12.6M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.14M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$626M
3
Franklin Resources
3
Franklin Resources
California
$34.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.2M
5
Man Group
5
Man Group
United Kingdom
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
PCC
226
Park Circle Company
Maryland
$520K 20,800 +20,800 New
Mariner
227
Mariner
Kansas
$493K 19,718 +3,657 +23%
Allianz Asset Management
228
Allianz Asset Management
Germany
$489K 19,541 +19,541 New
BF
229
BOK Financial
Oklahoma
$486K 19,434 +19,434 New
CGH
230
Crossmark Global Holdings
Texas
$470K 18,814 +20 +0.1%
Truist Financial
231
Truist Financial
North Carolina
$468K 18,722 -60,185 -76%
Zurich Cantonal Bank
232
Zurich Cantonal Bank
Switzerland
$456K 18,259 – –
NSEDCP
233
NJ State Employees Deferred Compensation Plan
New Jersey
$450K 18,000 – –
OFG
234
OmniStar Financial Group
North Carolina
$448K 17,932 +17,932 New
TA
235
Tectonic Advisors
Texas
$446K 17,822 +17,822 New
SM
236
Sciencast Management
New Jersey
$444K 18,026 +18,026 New
RWM
237
Ritholtz Wealth Management
New York
$425K 17,015 +17,015 New
AWM
238
AE Wealth Management
Kansas
$424K 16,942 +2,399 +16%
EGM
239
Engineers Gate Manager
New York
$417K 16,697 -12,613 -43%
RT
240
Rockland Trust
Massachusetts
$417K 16,666 – –
SC
241
Scotia Capital
Ontario, Canada
$415K 16,617 -7,056 -30%
CANY
242
Caxton Associates (New York)
New York
$410K 16,381 -4,210 -20%
TCM
243
Teza Capital Management
Illinois
$410K 16,389 +16,389 New
Prudential Financial
244
Prudential Financial
New Jersey
$400K 15,980 -1,045 -6%
MAM
245
Meeder Asset Management
Ohio
$400K 16,021 +4,764 +42%
SAM
246
Securian Asset Management
Minnesota
$399K 15,968 -706 -4%
FL
247
Fort LP
Maryland
$399K 15,957 +15,957 New
KAS
248
Kestra Advisory Services
Texas
$394K 15,766 +570 +4%
I
249
INVST
Indiana
$383K 15,324 +558 +4%
PRC
250
Pearl River Capital
Michigan
$378K 15,111 -36,090 -70%
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