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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $3.73B invested in H&R Block in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 50 closing their positions.

Holders
391
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
6.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
57
Increased
108
Reduced
140
Closed
50
Calls
$28.3M
Puts
$35.1M
Net Calls
-$6.85M
Net Calls Change
+$2.15M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.6M
2
American Century Companies
2
American Century Companies
Missouri
$38.5M
3
Northern Trust
3
Northern Trust
Illinois
$76.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$44M
5
AssetMark Inc
5
AssetMark Inc
California
$12.6M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.14M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$626M
3
Franklin Resources
3
Franklin Resources
California
$34.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.2M
5
Man Group
5
Man Group
United Kingdom
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
EFS
276
Essex Financial Services
Connecticut
$259K 10,360 +450 +5%
GTCM
277
Gyon Technologies Capital Management
New Jersey
$256K 10,253 +10,253 New
PA
278
Profund Advisors
Maryland
$255K 10,197 -2,878 -22%
CAGAS
279
Capital Advisory Group Advisory Services
Minnesota
$252K 10,086 -306 -3%
Skandinaviska Enskilda Banken (SEB)
280
Skandinaviska Enskilda Banken (SEB)
Sweden
$238K 9,500 – –
Fifth Third Bancorp
281
Fifth Third Bancorp
Ohio
$238K 9,517 +230 +2%
CI Investments Inc
282
CI Investments Inc
Ontario, Canada
$237K 9,467 +457 +5%
WAM
283
World Asset Management
Michigan
$236K 9,454 -777 -8%
URS
284
Utah Retirement Systems
Utah
$233K 9,300 -300 -3%
Baird Financial Group
285
Baird Financial Group
Wisconsin
$233K 9,315 +73 +0.8%
SCM
286
Shelton Capital Management
Colorado
$230K 9,215 – –
KFS
287
Kaizen Financial Strategies
California
$227K 9,074 +9,074 New
Tudor Investment Corp
288
Tudor Investment Corp
Connecticut
$227K 9,083 +9,083 New
Bessemer Group
289
Bessemer Group
New Jersey
$225K 8,994 +6,822 +314%
XT
290
XTX Topco
Cayman Islands
$225K 8,980 +8,980 New
LFAS
291
Level Four Advisory Services
Texas
$222K 8,884 +8,884 New
WCM
292
Wedge Capital Management
North Carolina
$222K 8,891 +8,891 New
PAM
293
Panagora Asset Management
Massachusetts
$221K 8,823 – –
IWC
294
Integrated Wealth Concepts
Massachusetts
$221K 8,848 +8,848 New
TRCT
295
Tower Research Capital (TRC)
New York
$217K 8,695 -7,718 -47%
6M
296
6 Meridian
Kansas
$217K 8,682 +8,682 New
ETM
297
Euclidean Technologies Management
Washington
$211K 8,428 +8,428 New
MML Investors Services
298
MML Investors Services
Massachusetts
$210K 8,385 +8,385 New
BAAM
299
Baker Avenue Asset Management
California
$205K 8,209 +8,209 New
EHWM
300
Eads & Heald Wealth Management
Georgia
$204K 8,176 +8,176 New
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