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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 %
CL
301
Choreo LLC
Illinois
$299K +$747 +21 +0.3%
ECM
302
EMC Capital Management
Texas
$294K +$98.6K +2,793 +50%
LWCFA
303
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$284K – – –
PP
304
Paloma Partners
Connecticut
$283K -$1.1M -31,000 -79%
EHWM
305
Eads & Heald Wealth Management
Georgia
$279K -$9K -255 -3%
OFG
306
OmniStar Financial Group
North Carolina
$274K -$519K -14,741 -65%
AP
307
Advisor Partners
California
$268K +$268K +7,598 New
PA
308
Profund Advisors
Maryland
$266K -$89.9K -2,549 -25%
ASN
309
Advisory Services Network
Georgia
$266K +$266K +7,519 New
SI
310
Stephens Inc
Arkansas
$265K +$265K +7,500 New
DWT
311
Dorsey & Whitney Trust
South Dakota
$260K +$260K +7,372 New
BFS
312
Bard Financial Services
Connecticut
$256K +$256K +7,250 New
CAGAS
313
Capital Advisory Group Advisory Services
Minnesota
$251K – – –
CIBC World Market
314
CIBC World Market
Ontario, Canada
$251K +$251K +7,102 New
AWS
315
Atria Wealth Solutions
New York
$250K +$250K +7,041 New
SEC
316
Seven Eight Capital
New York
$248K -$4.9M -138,609 -95%
CP
317
CenterBook Partners
Connecticut
$248K +$248K +7,027 New
JPMPWA
318
J.P. Morgan Private Wealth Advisors
California
$246K +$246K +6,956 New
DT
319
Diversified Trust
Tennessee
$246K +$246K +6,961 New
FCH
320
Freestone Capital Holdings
Washington
$245K -$47.7K -1,353 -16%
IA
321
Inspire Advisors
Idaho
$245K +$245K +6,924 New
Holocene Advisors
322
Holocene Advisors
New York
$244K -$4.75M -134,453 -95%
BDF
323
Balasa Dinverno & Foltz
$238K +$238K +6,743 New
CIBC Asset Management
324
CIBC Asset Management
Ontario, Canada
$236K +$236K +6,682 New
SFO
325
Stokes Family Office
Louisiana
$236K +$236K +6,693 New
11 12
13
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