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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 %
HFM
301
Harvest Fund Management
China
$383K -$3.27K -77 -0.8%
ASN
302
Advisory Services Network
Georgia
$380K +$61.1K +1,440 +19%
TL
303
Tradewinds LLC
North Carolina
$365K – – –
GI
304
GAMCO Investors
Connecticut
$362K -$596K -14,000 -62%
URS
305
Utah Retirement Systems
Utah
$362K -$8.52K -200 -2%
CL
306
Choreo LLC
Illinois
$359K -$900 -21 -0.3%
SCM
307
Shelton Capital Management
Colorado
$357K -$35K -822 -9%
ECM
308
EMC Capital Management
Texas
$354K – – –
NC
309
NinePointTwo Capital
California
$350K +$350K +8,242 New
AWS
310
Atria Wealth Solutions
New York
$349K +$47.6K +1,112 +16%
IWC
311
Integrated Wealth Concepts
Massachusetts
$349K +$349K +8,214 New
BCM
312
Bayesian Capital Management
New York
$345K -$639K -15,000 -65%
LWCFA
313
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$342K – – –
TRCT
314
Tower Research Capital (TRC)
New York
$341K -$149K -3,500 -30%
HCM
315
Hodges Capital Management
Texas
$340K -$510K -12,000 -60%
API
316
Advisor Partners II
California
$335K +$335K +7,886 New
SFO
317
Stokes Family Office
Louisiana
$329K +$43.9K +1,030 +15%
AOWM
318
Alpha Omega Wealth Management
Virginia
$319K -$238K -5,595 -43%
DWT
319
Dorsey & Whitney Trust
South Dakota
$313K – – –
BFS
320
Bard Financial Services
Connecticut
$308K – – –
PA
321
Profund Advisors
Maryland
$300K -$21.4K -502 -7%
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$295K +$201K +4,720 +213%
TWM
323
TriaGen Wealth Management
California
$285K +$2.12K +50 +0.8%
CIBC Asset Management
324
CIBC Asset Management
Ontario, Canada
$284K – – –
CP
325
CenterBook Partners
Connecticut
$280K -$19.4K -456 -6%
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