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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 %
FRM
251
Fox Run Management
Connecticut
$362K 15,354 +15,354 New
MCA
252
MSH Capital Advisors
Arizona
$362K 15,350 +15,350 New
Prudential Financial
253
Prudential Financial
New Jersey
$355K 14,441 -1,539 -10%
RC
254
RBF Capital
California
$353K 15,000 – –
LB
255
Legacy Bridge
Iowa
$348K 14,785 +160 +1%
MSRPS
256
Maryland State Retirement & Pension System
Maryland
$345K 14,650 – –
CT
257
Chicago Trust
Illinois
$342K 14,500 – –
BNP Paribas Asset Management
258
BNP Paribas Asset Management
France
$336K 14,280 +1,702 +14%
SM
259
Sciencast Management
New Jersey
$333K 13,460 -4,566 -25%
AOWM
260
Alpha Omega Wealth Management
Virginia
$333K 14,748 +75 +0.5%
AII
261
AGF Investments Inc
Ontario, Canada
$326K 13,838 +6,438 +87%
PWP
262
Principle Wealth Partners
Connecticut
$319K 13,540 – –
CL
263
Choreo LLC
Illinois
$318K 13,507 -109 -0.8%
BCWM
264
Bartlett & Co Wealth Management
Ohio
$315K 13,200 – –
BC
265
Bartlett & Co
Ohio
$314K 13,200 – –
AF
266
Advisornet Financial
Minnesota
$301K 12,761 -214 -2%
VAS
267
Vestmark Advisory Solutions
Massachusetts
$299K 12,702 -962 -7%
NICM
268
Neo Ivy Capital Management
New York
$290K 12,307 +3,794 +45%
BCM
269
Bayesian Capital Management
New York
$282K 11,988 +11,988 New
IWC
270
Integrated Wealth Concepts
Massachusetts
$278K 11,810 +2,962 +33%
LS
271
Livforsakringsbolaget Skandia
Sweden
$273K 11,600 – –
EFS
272
Essex Financial Services
Connecticut
$269K 11,435 +1,075 +10%
Truist Financial
273
Truist Financial
North Carolina
$267K 11,343 -7,379 -39%
PAMS
274
Pictet Asset Management (Switzerland)
Switzerland
$258K 10,937 -1,963 -15%
Brown Advisory
275
Brown Advisory
Maryland
$257K 10,913 -1,000 -8%
9 10
11
12 13