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H&R Block
HRB

Overview Fund Activity

450 hedge funds and large institutions have $5.15B invested in H&R Block in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 146 increasing their positions, 157 reducing their positions, and 62 closing their positions.

Holders
450
Holders Change
-6
Holders Change %
-1.32%
% of All Funds
7.26%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
70
Increased
146
Reduced
157
Closed
62
Calls
$74M
Puts
$67.5M
Net Calls
+$6.46M
Net Calls Change
-$46.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$699M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$111M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$41.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$48.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$38.3M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$617M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$38.7M
4
FFH
4
Fairfax Financial Holdings
Ontario, Canada
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$77.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TCMG
251
TSP Capital Management Group
New Jersey
$566K 15,500 +15,500 New
USAA
252
United Services Automobile Association
Texas
$559K 15,296 -2,306 -13%
RC
253
RBF Capital
California
$548K 15,000 – –
LB
254
Legacy Bridge
Iowa
$540K 14,797 +12 +0.1%
CT
255
Chicago Trust
Illinois
$529K 14,500 – –
EFI
256
EHP Funds Inc
Canada
$526K 14,400 -200 -1%
NMIMC
257
Northwestern Mutual Investment Management Company
Wisconsin
$525K 14,388 -8,661 -38%
FC
258
FORA Capital
Florida
$522K 14,311 +14,311 New
GCM
259
Gallacher Capital Management
Colorado
$522K 14,300 +14,300 New
SAM
260
Securian Asset Management
Minnesota
$522K 14,286 -263 -2%
PI
261
PineBridge Investments
New York
$521K 14,262 +14,262 New
IMRF
262
Illinois Municipal Retirement Fund
Illinois
$520K 14,246 – –
Mackenzie Financial
263
Mackenzie Financial
Ontario, Canada
$515K 14,096 -3,900 -22%
SAM
264
Strategy Asset Managers
California
$503K 13,789 -63 -0.5%
Bank of Nova Scotia
265
Bank of Nova Scotia
Ontario, Canada
$496K 13,583 -9,658 -42%
FCBT
266
First Citizens Bank & Trust
North Carolina
$489K 13,397 +843 +7%
ACA
267
Atlas Capital Advisors
Wyoming
$468K 12,827 -313 -2%
MSRPS
268
Maryland State Retirement & Pension System
Maryland
$465K 12,734 +12,734 New
IA
269
Inspire Advisors
Idaho
$465K 12,730 +3,518 +38%
GCP
270
GSA Capital Partners
United Kingdom
$443K 12,139 +2,290 +23%
ASN
271
Advisory Services Network
Georgia
$442K 12,106 +3,147 +35%
BF
272
BOK Financial
Oklahoma
$436K 11,955 +191 +2%
Capital Fund Management (CFM)
273
Capital Fund Management (CFM)
France
$432K 11,824 +11,824 New
OFG
274
OmniStar Financial Group
North Carolina
$430K 11,774 +144 +1%
Brown Advisory
275
Brown Advisory
Maryland
$426K 11,667 -11 -0.1%
9 10
11
12 13