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H&R Block
HRB

Overview Fund Activity

384 hedge funds and large institutions have $3.7B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 142 reducing their positions, and 54 closing their positions.

Holders
384
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
57
Increased
108
Reduced
142
Closed
54
Calls
$18M
Puts
$11.1M
Net Calls
+$6.88M
Net Calls Change
+$13.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$211M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$60.9M
3
Charles Schwab
3
Charles Schwab
California
$77.3M
4
State Street
4
State Street
Massachusetts
$207M
5
FC
5
Franchise Capital
Cayman Islands
$6.96M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$533M
2
BlackRock
2
BlackRock
New York
$540M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$10.7M
4
Northern Trust
4
Northern Trust
Illinois
$51.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
276
Bridgewater Associates
Connecticut
$233K 8,943 +8,943 New
Simplex Trading
277
Simplex Trading
Illinois
$231K 8,892 -60,280 -87%
URS
278
Utah Retirement Systems
Utah
$227K 8,700 -500 -5%
Millennium Management
279
Millennium Management
New York
$222K 8,510 -19,549 -70%
WCM
280
Wedge Capital Management
North Carolina
$222K 8,507 -240 -3%
CL
281
Choreo LLC
Illinois
$220K 8,379 -5,128 -38%
VF
282
Virtu Financial
New York
$217K 8,318 +8,318 New
FCH
283
Freestone Capital Holdings
Washington
$216K 8,297 +8,297 New
GT
284
Glenmede Trust
Pennsylvania
$213K 8,230 +8,230 New
EHWM
285
Eads & Heald Wealth Management
Georgia
$212K 8,160 +8,160 New
LWCFA
286
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$209K 8,044 – –
IC
287
Intersect Capital
California
$206K 7,900 +7,900 New
National Bank of Canada
288
National Bank of Canada
Quebec, Canada
$176K 6,764 – –
TRCT
289
Tower Research Capital (TRC)
New York
$160K 6,160 -3,467 -36%
ECM
290
EMC Capital Management
Texas
$144K 5,531 +5,531 New
WT
291
Washington Trust
Rhode Island
$138K 5,315 – –
SIC
292
Salem Investment Counselors
North Carolina
$137K 5,246 – –
WIM
293
Wilen Investment Management
Florida
$127K 5,000 +200 +4%
UB
294
UMB Bank
Missouri
$125K 4,798 – –
HFM
295
Harvest Fund Management
China
$114K 4,398 – –
C
296
Covestor
United Kingdom
$101K 3,878 -1,763 -31%
TPCW
297
TD Private Client Wealth
New York
$98K 3,763 +3,525 +1,481%
PAG
298
Paladin Advisory Group
Iowa
$94K 3,584 +3,584 New
IA
299
IFP Advisors
Florida
$89K 3,042 -4,140 -58%
PFS
300
Prospera Financial Services
Texas
$71K 2,735 +2,735 New
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