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H&R Block
HRB

Overview Fund Activity

456 hedge funds and large institutions have $5.86B invested in H&R Block in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 132 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.89%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
74
Increased
132
Reduced
176
Closed
45
Calls
$129M
Puts
$75.2M
Net Calls
+$53.4M
Net Calls Change
+$31.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$358M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$624M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$52.9M
4
BlackRock
BlackRock
New York
$845M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$48.6M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
$100M
2
Vanguard Group
Vanguard Group
Pennsylvania
$798M
3
Artisan Partners
Artisan Partners
Wisconsin
$52.2M
4
State Street
State Street
Massachusetts
$299M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCMG
251
TSP Capital Management Group
New Jersey
$689K -$864K – –
EP
252
Edgestream Partners
New Jersey
$662K -$1.57M -37,004 -70%
NA
253
NewEdge Advisors
Louisiana
$660K +$277K +6,507 +72%
BDF
254
Balasa Dinverno & Foltz
$654K +$367K +8,627 +128%
RC
255
RBF Capital
California
$638K – – –
Commonwealth Equity Services
256
Commonwealth Equity Services
Massachusetts
$630K +$29.7K +699 +5%
LB
257
Legacy Bridge
Iowa
$629K – – –
Verition Fund Management
258
Verition Fund Management
Connecticut
$624K +$9.62K +226 +2%
EFI
259
EHP Funds Inc
Canada
$621K -$281K -6,600 -31%
AF
260
Allworth Financial
California
$621K +$158K +3,711 +34%
SAM
261
Securian Asset Management
Minnesota
$619K – – –
CT
262
Chicago Trust
Illinois
$617K – – –
DTL
263
Dynamic Technology Lab
Singapore
$611K -$506K -11,884 -45%
IMRF
264
Illinois Municipal Retirement Fund
Illinois
$606K +$606K +14,246 New
SAM
265
Strategy Asset Managers
California
$589K -$40.5K -953 -6%
SSA
266
Schonfeld Strategic Advisors
New York
$578K -$1.81M -42,500 -76%
Holocene Advisors
267
Holocene Advisors
New York
$571K +$278K +6,528 +95%
BCWM
268
Bartlett & Co Wealth Management
Ohio
$565K – – –
BC
269
Bartlett & Co
Ohio
$565K – – –
ACA
270
Atlas Capital Advisors
Wyoming
$559K +$41.8K +983 +8%
YIH
271
Y-Intercept (HK)
Hong Kong
$551K +$551K +12,944 New
FCBT
272
First Citizens Bank & Trust
North Carolina
$534K +$122K +2,865 +30%
Jennison Associates
273
Jennison Associates
New York
$534K +$534K +12,563 New
PAMS
274
Pictet Asset Management (Switzerland)
Switzerland
$530K – – –
CL
275
CSS LLC
Illinois
$510K +$42.5K +1,000 +9%
9 10
11
12 13