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H&R Block
HRB

Overview Fund Activity

433 hedge funds and large institutions have $4.92B invested in H&R Block in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 115 increasing their positions, 146 reducing their positions, and 50 closing their positions.

Holders
433
Holders Change
+49
Holders Change %
+12.76%
% of All Funds
7.32%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
108
Increased
115
Reduced
146
Closed
50
Calls
$81.3M
Puts
$59.8M
Net Calls
+$21.5M
Net Calls Change
+$14.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$451M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$158M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$47.4M
4
WCM
4
Wedge Capital Management
North Carolina
$32.5M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$36.3M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$83M
2
JAM
2
Jupiter Asset Management
United Kingdom
$325M
3
BlackRock
3
BlackRock
New York
$675M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$693M
5
Swedbank
5
Swedbank
Sweden
$7.63M
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
276
Livforsakringsbolaget Skandia
Sweden
$410K – – –
TRCT
277
Tower Research Capital (TRC)
New York
$407K +$189K +5,362 +87%
FL
278
Fort LP
Maryland
$404K -$333K -9,425 -45%
1IA
279
1620 Investment Advisors
Massachusetts
$398K +$32.7K +926 +9%
BF
280
BOK Financial
Oklahoma
$395K -$20.7K -587 -5%
MFG
281
Merit Financial Group
Georgia
$394K +$394K +11,160 New
CL
282
CSS LLC
Illinois
$389K +$389K +11,000 New
KAS
283
Kestra Advisory Services
Texas
$385K +$65.9K +1,866 +21%
AF
284
Allworth Financial
California
$384K +$565 +16 +0.1%
V
285
Veritable
Delaware
$377K +$377K +10,677 New
Baird Financial Group
286
Baird Financial Group
Wisconsin
$358K -$29.8K -845 -8%
DCM
287
Dupont Capital Management
Delaware
$349K +$349K +9,886 New
OQS
288
Occudo Quantitative Strategies
Florida
$346K +$346K +9,796 New
FCBT
289
First Citizens Bank & Trust
North Carolina
$342K – – –
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$336K – – –
KWM
291
Kingsview Wealth Management
Oregon
$331K -$765K -21,646 -70%
XWM
292
Xcel Wealth Management
Florida
$330K -$2.4M -68,000 -88%
SCM
293
Shelton Capital Management
Colorado
$325K – – –
ProShare Advisors
294
ProShare Advisors
Maryland
$323K -$143K -4,039 -31%
HFM
295
Harvest Fund Management
China
$321K +$166K +4,688 +107%
NA
296
NewEdge Advisors
Louisiana
$318K +$318K +9,003 New
Twin Tree Management
297
Twin Tree Management
Texas
$315K +$315K +8,911 New
QC
298
Quadrature Capital
United Kingdom
$310K +$310K +8,772 New
URS
299
Utah Retirement Systems
Utah
$307K – – –
TL
300
Tradewinds LLC
North Carolina
$303K +$303K +8,581 New
10 11
12
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