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H&R Block
HRB

Overview Fund Activity

433 hedge funds and large institutions have $4.92B invested in H&R Block in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 115 increasing their positions, 146 reducing their positions, and 50 closing their positions.

Holders
433
Holders Change
+49
Holders Change %
+12.76%
% of All Funds
7.32%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
108
Increased
115
Reduced
146
Closed
50
Calls
$81.3M
Puts
$59.8M
Net Calls
+$21.5M
Net Calls Change
+$14.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$451M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$158M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$47.4M
4
WCM
4
Wedge Capital Management
North Carolina
$32.5M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$36.3M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$83M
2
JAM
2
Jupiter Asset Management
United Kingdom
$325M
3
BlackRock
3
BlackRock
New York
$675M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$693M
5
Swedbank
5
Swedbank
Sweden
$7.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
251
Quent Capital
New York
$537K – – –
RC
252
RBF Capital
California
$530K – – –
Mitsubishi UFJ Asset Management
253
Mitsubishi UFJ Asset Management
Japan
$527K +$527K +14,907 New
SAM
254
Strategy Asset Managers
California
$523K +$523K +14,805 New
LB
255
Legacy Bridge
Iowa
$522K – – –
LP
256
LMR Partners
United Kingdom
$520K +$520K +14,713 New
SAM
257
Securian Asset Management
Minnesota
$514K -$7.56K -214 -1%
CT
258
Chicago Trust
Illinois
$512K – – –
GCM
259
Gladius Capital Management
Illinois
$511K +$511K +14,451 New
Verition Fund Management
260
Verition Fund Management
Connecticut
$510K +$510K +14,437 New
Natixis Advisors
261
Natixis Advisors
Massachusetts
$500K +$500K +14,154 New
Commonwealth Equity Services
262
Commonwealth Equity Services
Massachusetts
$498K -$1.18M -33,368 -70%
OTPPB
263
Ontario Teachers' Pension Plan Board
Ontario, Canada
$492K +$139K +3,937 +39%
BC
264
Bartlett & Co
Ohio
$470K – – –
BCWM
265
Bartlett & Co Wealth Management
Ohio
$470K – – –
TSS
266
Two Sigma Securities
New York
$468K +$468K +13,246 New
Mackenzie Financial
267
Mackenzie Financial
Ontario, Canada
$463K +$463K +13,117 New
AOWM
268
Alpha Omega Wealth Management
Virginia
$462K -$70.3K -1,991 -13%
MSRPS
269
Maryland State Retirement & Pension System
Maryland
$450K – – –
PAMS
270
Pictet Asset Management (Switzerland)
Switzerland
$440K – – –
OWA
271
One Wealth Advisors
California
$431K +$19.5K +552 +5%
ACA
272
Atlas Capital Advisors
Wyoming
$429K +$429K +12,157 New
VT
273
Vise Technologies
New York
$423K +$423K +11,990 New
PP
274
PDT Partners
New York
$413K +$413K +11,701 New
Brown Advisory
275
Brown Advisory
Maryland
$412K -$7.2K -204 -2%
9 10
11
12 13