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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Prudential Financial
251
Prudential Financial
New Jersey
$326K 12,509 -1,932 -13%
Truist Financial
252
Truist Financial
North Carolina
$325K 12,462 +1,119 +10%
PAMS
253
Pictet Asset Management (Switzerland)
Switzerland
$325K 12,462 +1,525 +14%
Brown Advisory
254
Brown Advisory
Maryland
$309K 11,882 +969 +9%
BF
255
BOK Financial
Oklahoma
$307K 11,778 -8,995 -43%
VAS
256
Vestmark Advisory Solutions
Massachusetts
$303K 11,630 -1,072 -8%
OWA
257
One Wealth Advisors
California
$303K 11,650 +1,401 +14%
LS
258
Livforsakringsbolaget Skandia
Sweden
$302K 11,600 – –
LA
259
Latitude Advisors
Florida
$299K 11,467 +11,467 New
Baird Financial Group
260
Baird Financial Group
Wisconsin
$286K 10,980 +1,665 +18%
AF
261
Allworth Financial
California
$283K 10,860 – –
AII
262
AGF Investments Inc
Ontario, Canada
$277K 10,647 -3,191 -23%
CAGAS
263
Capital Advisory Group Advisory Services
Minnesota
$275K 10,572 +126 +1%
OIA
264
OneDigital Investment Advisors
Kansas
$268K 10,286 +10,286 New
MAM
265
Meeder Asset Management
Ohio
$267K 10,242 +10,237 +204,740%
PA
266
Profund Advisors
Maryland
$263K 10,092 +86 +0.9%
OTPPB
267
Ontario Teachers' Pension Plan Board
Ontario, Canada
$260K 9,996 +9,996 New
TAM
268
Tocqueville Asset Management
New York
$253K 9,717 +9,717 New
FCBT
269
First Citizens Bank & Trust
North Carolina
$252K 9,689 +9,689 New
E
270
Ergoteles
New York
$251K 9,638 +9,638 New
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$248K 9,521 +186 +2%
1IA
272
1620 Investment Advisors
Massachusetts
$244K 10,338 – –
SCM
273
Shelton Capital Management
Colorado
$240K 9,215 – –
KAS
274
Kestra Advisory Services
Texas
$235K 9,030 -1,391 -13%
Bessemer Group
275
Bessemer Group
New Jersey
$234K 8,994 -169 -2%
9 10
11
12 13