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H&R Block
HRB

Overview Fund Activity

450 hedge funds and large institutions have $5.15B invested in H&R Block in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 146 increasing their positions, 157 reducing their positions, and 62 closing their positions.

Holders
450
Holders Change
-6
Holders Change %
-1.32%
% of All Funds
7.26%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
70
Increased
146
Reduced
157
Closed
62
Calls
$74M
Puts
$67.5M
Net Calls
+$6.46M
Net Calls Change
-$46.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$699M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$111M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$41.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$48.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$38.3M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$617M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$38.7M
4
FFH
4
Fairfax Financial Holdings
Ontario, Canada
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$77.2M
Name Market Value Shares Shares
Change 		Shares
Change %
HCM
226
Huber Capital Management
California
$738K 20,213 – –
State of Wisconsin Investment Board
227
State of Wisconsin Investment Board
Wisconsin
$728K 19,939 -9,642 -33%
MCM
228
MAI Capital Management
Ohio
$723K 19,816 -646 -3%
XT
229
XTX Topco
Cayman Islands
$723K 19,794 +19,794 New
RIR
230
Rayliant Investment Research
California
$720K 19,730 +19,730 New
Handelsbanken Fonder
231
Handelsbanken Fonder
Sweden
$716K 19,600 – –
PAMS
232
Pictet Asset Management (Switzerland)
Switzerland
$711K 19,472 +7,010 +56%
Citadel Advisors
233
Citadel Advisors
Florida
$702K 19,236 +19,236 New
Aviva
234
Aviva
United Kingdom
$693K 18,968 -53,557 -74%
ESCM
235
Echo Street Capital Management
New York
$692K 18,967 +18,967 New
MML Investors Services
236
MML Investors Services
Massachusetts
$691K 18,933 +2,201 +13%
HSA
237
Hussman Strategic Advisors
Maryland
$679K 18,600 – –
CCIA
238
Campbell & Co Investment Adviser
Maryland
$673K 18,442 -4,746 -20%
ETC
239
Exchange Traded Concepts
Oklahoma
$668K 18,308 +110 +0.6%
TWD
240
True Wealth Design
Ohio
$668K 18,285 +18,285 New
VI
241
Vestcor Inc
New Brunswick, Canada
$665K 18,210 +12,861 +240%
NSEDCP
242
NJ State Employees Deferred Compensation Plan
New Jersey
$657K 18,000 – –
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$629K 17,239 -1,435 -8%
CIC
244
Crawford Investment Counsel
Georgia
$621K 17,022 -3,148 -16%
RGI
245
River Global Investors
United Kingdom
$617K 16,907 -22,538 -57%
Natixis Advisors
246
Natixis Advisors
Massachusetts
$616K 16,879 -1,567 -8%
RT
247
Rockland Trust
Massachusetts
$608K 16,666 – –
PFO
248
Pathstone Family Office
New Jersey
$598K 20,828 -4,095 -16%
MCA
249
MSH Capital Advisors
Arizona
$596K 16,313 – –
BCM
250
Bayesian Capital Management
New York
$581K 15,900 +7,800 +96%
8 9
10
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