HRB icon

H&R Block
HRB

Overview Fund Activity

456 hedge funds and large institutions have $5.86B invested in H&R Block in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 132 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.89%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
74
Increased
132
Reduced
176
Closed
45
Calls
$129M
Puts
$75.2M
Net Calls
+$53.4M
Net Calls Change
+$31.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$167M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$39.6M
4
BlackRock
BlackRock
New York
+$32M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$31.5M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
-$291M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$35.9M
3
Artisan Partners
Artisan Partners
Wisconsin
-$31.5M
4
State Street
State Street
Massachusetts
-$28.5M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
276
BOK Financial
Oklahoma
$501K +$24.4K +573 +5%
Brown Advisory
277
Brown Advisory
Maryland
$497K – – –
OFG
278
OmniStar Financial Group
North Carolina
$494K +$164K +3,852 +50%
Neuberger Berman Group
279
Neuberger Berman Group
New York
$493K -$935K -21,981 -65%
LS
280
Livforsakringsbolaget Skandia
Sweden
$493K – – –
ATC
281
Argent Trust Co
Tennessee
$485K -$461K -10,843 -49%
MFG
282
Merit Financial Group
Georgia
$478K +$3.49K +82 +0.7%
GC
283
Globeflex Capital
California
$470K +$470K +11,046 New
KAS
284
Kestra Advisory Services
Texas
$460K -$3.79K -89 -0.8%
AI
285
AdvisorShares Investments
Maryland
$451K +$451K +10,592 New
V
286
Veritable
Delaware
$440K -$14.3K -335 -3%
Simplex Trading
287
Simplex Trading
Illinois
$439K -$582K -13,687 -57%
CAGAS
288
Capital Advisory Group Advisory Services
Minnesota
$436K -$13.7K -322 -3%
1IA
289
1620 Investment Advisors
Massachusetts
$434K -$44.8K -1,053 -9%
SEC
290
Seven Eight Capital
New York
$432K +$134K +3,142 +45%
PRS
291
Pinkerton Retirement Specialists
Idaho
$428K +$428K +10,052 New
BMCM
292
Burns Matteson Capital Management
New York
$425K +$425K +9,982 New
VT
293
Vise Technologies
New York
$424K -$86.3K -2,028 -17%
Baird Financial Group
294
Baird Financial Group
Wisconsin
$421K -$11K -257 -3%
EI
295
Ethic Inc
New York
$421K +$421K +9,885 New
GCP
296
GSA Capital Partners
United Kingdom
$419K +$419K +9,849 New
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$407K +$1.96K +46 +0.5%
OWA
298
One Wealth Advisors
California
$405K -$114K -2,680 -22%
IA
299
Inspire Advisors
Idaho
$392K +$97.4K +2,288 +33%
ProShare Advisors
300
ProShare Advisors
Maryland
$386K -$4.22K -99 -1%
10 11
12
13 14