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H&R Block
HRB

Overview Fund Activity

386 hedge funds and large institutions have $3.38B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 44 closing their positions.

Holders
386
Holders Change
-5
Holders Change %
-1.28%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
43
Increased
125
Reduced
144
Closed
44
Calls
$20.6M
Puts
$26.9M
Net Calls
-$6.29M
Net Calls Change
+$567K

Top Buyers

1
BlackRock
1
BlackRock
New York
$534M
2
RA
2
Royce & Associates
New York
$42.6M
3
LHC
3
Lodge Hill Capital
New York
$16.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$11.3M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$8.07M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$8.67M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$19.6M
3
JAM
3
Jupiter Asset Management
United Kingdom
$262M
4
American Century Companies
4
American Century Companies
Missouri
$15M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
226
Archer Investment Corporation
Indiana
$537K 22,800 – –
LAM
227
Lingohr Asset Management
Germany
$527K 22,313 -315 -1%
Mariner
228
Mariner
Kansas
$521K 22,123 +2,405 +12%
OFG
229
OmniStar Financial Group
North Carolina
$516K 21,941 +4,009 +22%
VWA
230
V Wealth Advisors
Kansas
$514K 21,800 -10,700 -33%
State of Wisconsin Investment Board
231
State of Wisconsin Investment Board
Wisconsin
$511K 21,679 -754 -3%
RWM
232
Ritholtz Wealth Management
New York
$499K 21,169 +4,154 +24%
Aberdeen Group
233
Aberdeen Group
United Kingdom
$495K 21,021 -899 -4%
PCC
234
Park Circle Company
Maryland
$490K 20,800 – –
BF
235
BOK Financial
Oklahoma
$489K 20,773 +1,339 +7%
Cetera Investment Advisers
236
Cetera Investment Advisers
Illinois
$452K 19,179 -1,863 -9%
Cambridge Investment Research Advisors
237
Cambridge Investment Research Advisors
Iowa
$442K 18,757 +5,334 +40%
PRC
238
Pearl River Capital
Michigan
$437K 18,559 +3,448 +23%
PI
239
PEAK6 Investments
Illinois
$426K 18,079 +18,079 New
Skandinaviska Enskilda Banken (SEB)
240
Skandinaviska Enskilda Banken (SEB)
Sweden
$425K 18,000 +8,500 +89%
NSEDCP
241
NJ State Employees Deferred Compensation Plan
New Jersey
$424K 18,000 – –
TL
242
Tradewinds LLC
North Carolina
$415K 8,581 +8,581 New
CCIA
243
Campbell & Co Investment Adviser
Maryland
$412K 17,481 +17,481 New
SC
244
Scotia Capital
Ontario, Canada
$402K 17,067 +450 +3%
AIM
245
Aigen Investment Management
New York
$400K 16,816 +16,816 New
ProShare Advisors
246
ProShare Advisors
Maryland
$394K 16,762 +3,581 +27%
RT
247
Rockland Trust
Massachusetts
$393K 16,666 – –
PNC Financial Services Group
248
PNC Financial Services Group
Pennsylvania
$374K 15,892 +1,231 +8%
SAM
249
Securian Asset Management
Minnesota
$371K 15,730 -238 -1%
CI Investments Inc
250
CI Investments Inc
Ontario, Canada
$365K 15,478 +6,011 +63%
8 9
10
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