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H&R Block
HRB

Overview Fund Activity

450 hedge funds and large institutions have $5.15B invested in H&R Block in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 146 increasing their positions, 157 reducing their positions, and 62 closing their positions.

Holders
450
Holders Change
-6
Holders Change %
-1.32%
% of All Funds
7.26%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
70
Increased
146
Reduced
157
Closed
62
Calls
$74M
Puts
$67.5M
Net Calls
+$6.46M
Net Calls Change
-$46.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$699M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$111M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$41.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$48.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$38.3M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$617M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$38.7M
4
FFH
4
Fairfax Financial Holdings
Ontario, Canada
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$77.2M
Name Market Value Shares Shares
Change 		Shares
Change %
LS
276
Livforsakringsbolaget Skandia
Sweden
$424K 11,600 – –
ACM
277
Aquatic Capital Management
Illinois
$420K 11,500 +11,500 New
EI
278
Ethic Inc
New York
$413K 11,320 +1,435 +15%
V
279
Veritable
Delaware
$412K 11,274 +932 +9%
MFG
280
Merit Financial Group
Georgia
$411K 11,246 +4 +0%
GC
281
Globeflex Capital
California
$403K 11,046 – –
VIA
282
Vident Investment Advisory
Georgia
$403K 11,032 +11,032 New
CI Investments Inc
283
CI Investments Inc
Ontario, Canada
$402K 11,014 -5,421 -33%
RJFSA
284
Raymond James Financial Services Advisors
Florida
$397K 10,876 -27,560 -72%
Commonwealth Equity Services
285
Commonwealth Equity Services
Massachusetts
$395K 10,843 -3,967 -27%
BRWA
286
B. Riley Wealth Advisors
Florida
$387K 10,528 +10,528 New
CAGAS
287
Capital Advisory Group Advisory Services
Minnesota
$374K 10,250 – –
1IA
288
1620 Investment Advisors
Massachusetts
$372K 10,199 -12 -0.1%
Mitsubishi UFJ Asset Management
289
Mitsubishi UFJ Asset Management
Japan
$370K 10,561 +10,561 New
BCWM
290
Bartlett & Co Wealth Management
Ohio
$368K 10,000 -3,200 -24%
BC
291
Bartlett & Co
Ohio
$368K 10,000 -3,200 -24%
ProShare Advisors
292
ProShare Advisors
Maryland
$361K 9,879 +826 +9%
Baird Financial Group
293
Baird Financial Group
Wisconsin
$360K 9,866 -12 -0.1%
AF
294
Allworth Financial
California
$358K 9,796 -4,791 -33%
Walleye Capital
295
Walleye Capital
New York
$353K 9,662 +9,662 New
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$352K 9,643 +76 +0.8%
IWC
297
Integrated Wealth Concepts
Massachusetts
$327K 8,959 +745 +9%
AI
298
AdvisorShares Investments
Maryland
$324K 8,864 -1,728 -16%
KAS
299
Kestra Advisory Services
Texas
$322K 8,821 -1,986 -18%
VPIM
300
Vanguard Personalized Indexing Management
California
$321K 8,787 +3,687 +72%
10 11
12
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