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H&R Block
HRB

Overview Fund Activity

384 hedge funds and large institutions have $3.7B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 142 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
57
Increased
108
Reduced
142
Closed
54
Calls
$18M
Puts
$11.1M
Net Calls
+$6.88M
Net Calls Change
+$13.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$211M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$60.9M
3
Charles Schwab
3
Charles Schwab
California
$77.3M
4
State Street
4
State Street
Massachusetts
$207M
5
FC
5
Franchise Capital
Cayman Islands
$6.96M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$533M
2
BlackRock
2
BlackRock
New York
$540M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$10.7M
4
Northern Trust
4
Northern Trust
Illinois
$51.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DekaBank Deutsche Girozentrale
226
DekaBank Deutsche Girozentrale
Germany
$440K -$3.54M -135,110 -89%
GCM
227
Graham Capital Management
Connecticut
$436K +$436K +16,771 New
MML Investors Services
228
MML Investors Services
Massachusetts
$435K +$202K +7,757 +87%
RT
229
Rockland Trust
Massachusetts
$434K – – –
CCIA
230
Campbell & Co Investment Adviser
Maryland
$414K -$41.7K -1,600 -9%
PNC Financial Services Group
231
PNC Financial Services Group
Pennsylvania
$411K -$2.37K -91 -0.6%
IA
232
IndexIQ Advisors
New York
$410K +$410K +15,731 New
MCA
233
MSH Capital Advisors
Arizona
$400K – – –
QC
234
Quent Capital
New York
$396K +$340K +13,035 +604%
RC
235
RBF Capital
California
$393K – – –
AOWM
236
Alpha Omega Wealth Management
Virginia
$393K +$8.63K +331 +2%
GIM
237
Guardian Investment Management
California
$391K +$391K +15,000 New
LB
238
Legacy Bridge
Iowa
$385K – – –
SAM
239
Securian Asset Management
Minnesota
$384K -$25.2K -967 -6%
ATC
240
Argent Trust Co
Tennessee
$382K +$382K +14,720 New
CT
241
Chicago Trust
Illinois
$378K – – –
YIH
242
Y-Intercept (HK)
Hong Kong
$364K +$364K +13,970 New
PWP
243
Principle Wealth Partners
Connecticut
$353K – – –
BCWM
244
Bartlett & Co Wealth Management
Ohio
$347K – – –
BC
245
Bartlett & Co
Ohio
$346K – – –
ProShare Advisors
246
ProShare Advisors
Maryland
$344K -$93.1K -3,571 -21%
CI Investments Inc
247
CI Investments Inc
Ontario, Canada
$338K -$65.1K -2,499 -16%
MSRPS
248
Maryland State Retirement & Pension System
Maryland
$332K -$50K -1,916 -13%
EFS
249
Essex Financial Services
Connecticut
$330K +$32.6K +1,255 +11%
State of Wisconsin Investment Board
250
State of Wisconsin Investment Board
Wisconsin
$326K -$239K -9,171 -42%
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