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H&R Block
HRB

Overview Fund Activity

386 hedge funds and large institutions have $3.38B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 44 closing their positions.

Holders
386
Holders Change
-5
Holders Change %
-1.28%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
43
Increased
125
Reduced
144
Closed
44
Calls
$20.6M
Puts
$26.9M
Net Calls
-$6.29M
Net Calls Change
+$567K

Top Buyers

1
BlackRock
1
BlackRock
New York
$534M
2
RA
2
Royce & Associates
New York
$42.6M
3
LHC
3
Lodge Hill Capital
New York
$16.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$11.3M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$8.07M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$8.67M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$19.6M
3
JAM
3
Jupiter Asset Management
United Kingdom
$262M
4
American Century Companies
4
American Century Companies
Missouri
$15M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AF
276
Allworth Financial
California
$256K 10,860 +115 +1%
KAS
277
Kestra Advisory Services
Texas
$246K 10,421 -5,345 -34%
CAGAS
278
Capital Advisory Group Advisory Services
Minnesota
$246K 10,446 +360 +4%
1IA
279
1620 Investment Advisors
Massachusetts
$244K 10,338 +10,338 New
OWA
280
One Wealth Advisors
California
$241K 10,249 -1,205 -11%
PA
281
Profund Advisors
Maryland
$236K 10,006 -191 -2%
TRCT
282
Tower Research Capital (TRC)
New York
$227K 9,627 +932 +11%
Fifth Third Bancorp
283
Fifth Third Bancorp
Ohio
$220K 9,335 -182 -2%
Baird Financial Group
284
Baird Financial Group
Wisconsin
$219K 9,315 – –
URS
285
Utah Retirement Systems
Utah
$217K 9,200 -100 -1%
SCM
286
Shelton Capital Management
Colorado
$217K 9,215 – –
KFS
287
Kaizen Financial Strategies
California
$216K 9,169 +95 +1%
Bessemer Group
288
Bessemer Group
New Jersey
$216K 9,163 +169 +2%
MML Investors Services
289
MML Investors Services
Massachusetts
$210K 8,935 +550 +7%
LFAS
290
Level Four Advisory Services
Texas
$209K 8,884 – –
BAAM
291
Baker Avenue Asset Management
California
$208K 8,826 +617 +8%
WCM
292
Wedge Capital Management
North Carolina
$206K 8,747 -144 -2%
6M
293
6 Meridian
Kansas
$206K 8,752 +70 +0.8%
ICM
294
Islay Capital Management
Texas
$196K 8,322 +3,174 +62%
LWCFA
295
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$190K 8,044 – –
IA
296
IFP Advisors
Florida
$166K 7,182 -409 -5%
National Bank of Canada
297
National Bank of Canada
Quebec, Canada
$159K 6,764 +6,764 New
C
298
Covestor
United Kingdom
$133K 5,641 +5,641 New
SPIA
299
Steward Partners Investment Advisory
New York
$129K 5,493 +3,400 +162%
WT
300
Washington Trust
Rhode Island
$125K 5,315 – –
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