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H&R Block
HRB

Overview Fund Activity

420 hedge funds and large institutions have $5.06B invested in H&R Block in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 139 increasing their positions, 164 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-30
Holders Change %
-6.67%
% of All Funds
6.72%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
50
Increased
139
Reduced
164
Closed
75
Calls
$64.4M
Puts
$45.8M
Net Calls
+$18.7M
Net Calls Change
+$12.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$130M
2
Boston Partners
Boston Partners
Massachusetts
+$123M
3
Lazard Asset Management
Lazard Asset Management
New York
+$72.8M
4
Citadel Advisors
Citadel Advisors
Florida
+$28.8M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
+$25.1M

Top Sellers

1
BlackRock
BlackRock
New York
-$53.4M
2
State Street
State Street
Massachusetts
-$40.9M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$36.5M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$28.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$26.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
276
Baird Financial Group
Wisconsin
$349K +$1.23K +35 +0.4%
AF
277
Allworth Financial
California
$345K -$70 -2 -0%
Fifth Third Bancorp
278
Fifth Third Bancorp
Ohio
$343K +$3K +85 +0.9%
BHCM
279
Boulder Hill Capital Management
New York
$335K +$335K +9,500 New
NA
280
NewEdge Advisors
Louisiana
$331K -$218K -6,171 -40%
ProShare Advisors
281
ProShare Advisors
Maryland
$319K -$28.9K -819 -8%
KWM
282
Kingsview Wealth Management
Oregon
$309K -$900K -25,540 -74%
GC
283
Globeflex Capital
California
$308K -$81.3K -2,307 -21%
ECM
284
EMC Capital Management
Texas
$305K – – –
TL
285
Tradewinds LLC
North Carolina
$302K +$302K +8,581 New
BCM
286
BlueCrest Capital Management
Jersey
$300K +$300K +8,500 New
URS
287
Utah Retirement Systems
Utah
$289K -$10.6K -300 -4%
GCM
288
Gladius Capital Management
Illinois
$287K +$287K +8,144 New
CL
289
Choreo LLC
Illinois
$286K -$11.5K -323 -4%
LWCFA
290
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$284K – – –
SSA
291
Schonfeld Strategic Advisors
New York
$279K -$1,000K -28,361 -78%
SCM
292
Shelton Capital Management
Colorado
$278K – – –
DWT
293
Dorsey & Whitney Trust
South Dakota
$260K – – –
API
294
Advisor Partners II
California
$258K -$5.39K -153 -2%
KI
295
Kula Investments
Illinois
$255K +$255K +7,238 New
SGCA
296
Steel Grove Capital Advisors
Tennessee
$254K – – –
LFAS
297
Level Four Advisory Services
Texas
$251K +$251K +7,127 New
CAPTRUST Financial Advisors
298
CAPTRUST Financial Advisors
North Carolina
$251K +$8.5K +241 +4%
ATC
299
Argent Trust Co
Tennessee
$248K -$48.4K -1,374 -16%
AOWM
300
Alpha Omega Wealth Management
Virginia
$247K +$846 +24 +0.3%
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