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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 %
PAWC
251
P.A.W. Capital
Connecticut
$375K 15,000 -15,000 -50%
RC
252
RBF Capital
California
$375K 15,000 – –
MSRPS
253
Maryland State Retirement & Pension System
Maryland
$372K 14,650 – –
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$368K 14,661 -84 -0.6%
AOWM
255
Alpha Omega Wealth Management
Virginia
$367K 14,673 +444 +3%
LB
256
Legacy Bridge
Iowa
$366K 14,625 – –
CT
257
Chicago Trust
Illinois
$363K 14,500 – –
CL
258
Choreo LLC
Illinois
$344K 13,616 – –
VAS
259
Vestmark Advisory Solutions
Massachusetts
$342K 13,664 +2,558 +23%
VFA
260
Valeo Financial Advisors
Indiana
$341K 13,655 +13,655 New
PWP
261
Principle Wealth Partners
Connecticut
$339K 13,540 – –
Cambridge Investment Research Advisors
262
Cambridge Investment Research Advisors
Iowa
$336K 13,423 -3,173 -19%
BCWM
263
Bartlett & Co Wealth Management
Ohio
$334K 13,200 – –
ProShare Advisors
264
ProShare Advisors
Maryland
$330K 13,181 -1,384 -10%
BC
265
Bartlett & Co
Ohio
$330K 13,200 – –
AF
266
Advisornet Financial
Minnesota
$324K 12,975 +825 +7%
PAMS
267
Pictet Asset Management (Switzerland)
Switzerland
$323K 12,900 +12,900 New
Brown Advisory
268
Brown Advisory
Maryland
$298K 11,913 -827 -6%
CAM
269
Claret Asset Management
Quebec, Canada
$295K 11,792 -1,250 -10%
LS
270
Livforsakringsbolaget Skandia
Sweden
$290K 11,600 – –
OWA
271
One Wealth Advisors
California
$286K 11,454 +11,454 New
AF
272
Allworth Financial
California
$269K 10,745 +121 +1%
CPC
273
Cookson Peirce & Co
Pennsylvania
$269K 10,771 +10,771 New
CIAS
274
Capital Investment Advisory Services
North Carolina
$267K 10,689 -3,098 -22%
DCM
275
Dupont Capital Management
Delaware
$263K 10,510 -985 -9%
9 10
11
12 13