H&R Block
458 hedge funds and large institutions have $5.87B invested in H&R Block in 2022 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 132 increasing their positions, 176 reducing their positions, and 45 closing their positions.
71% more call options, than puts
Call options by funds: $129M | Put options by funds: $75.2M
67% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 45
19% more capital invested
Capital invested by funds: $4.93B → $5.87B (+$940M)
6% more funds holding
Funds holding: 434 → 458 (+24)
1.9% more ownership
Funds ownership: 84.41% → 86.3% (+1.9%)
25% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 176
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$166M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$80.3M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$39.3M |
| 4 |
BlackRock
New York
|
+$31.8M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$31.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$290M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$35.7M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$31.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$29.6M |
| 5 |
State Street
Boston,
Massachusetts
|
-$28.2M |
HRB Hedge Fund Activity: Q3 2022 in Review
458 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q3 2022, worth a combined $5.87B — up 19% from $4.93B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new HRB positions and 45 closed out — a net gain of 30 holders — while 132 added to existing stakes and 176 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $166M. The largest seller was Jupiter Asset Management, cutting an estimated $290M.
- 458 institutional investors held H&R Block (HRB) as of Q3 2022, up from 434 in Q2 2022.
- Funds reported $5.87B of H&R Block stock for Q3 2022, up 19% quarter-over-quarter.
- 75 funds opened new H&R Block positions in Q3 2022 and 45 closed out, a net change of +30 holders.
- The largest H&R Block buyer in Q3 2022 was Wellington Management Group, an estimated $166M added.
- The largest H&R Block seller in Q3 2022 was Jupiter Asset Management, an estimated $290M sold.
Based on aggregated 13F filings for Q3 2022.