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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 %
ECM
301
EMC Capital Management
Texas
$316K 8,651 +327 +4%
WP
302
Woodline Partners
California
$313K 8,574 +8,574 New
URS
303
Utah Retirement Systems
Utah
$310K 8,500 – –
SSG
304
Summit Securities Group
New York
$309K 8,459 +7,659 +957%
VT
305
Vise Technologies
New York
$309K 8,453 -1,509 -15%
CL
306
Choreo LLC
Illinois
$308K 8,379 – –
ATC
307
Argent Trust Co
Tennessee
$307K 8,405 -3,000 -26%
AWS
308
Atria Wealth Solutions
New York
$300K 8,153 – –
PRS
309
Pinkerton Retirement Specialists
Idaho
$295K 8,088 -1,964 -20%
HFM
310
Harvest Fund Management
China
$295K 8,089 -920 -10%
LWCFA
311
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$294K 8,044 – –
CL
312
CSS LLC
Illinois
$290K 7,942 -4,058 -34%
SCM
313
Shelton Capital Management
Colorado
$288K 7,890 -503 -6%
WPW
314
Waldron Private Wealth
Pennsylvania
$279K 6,528 – –
API
315
Advisor Partners II
California
$272K 7,460 -426 -5%
DWT
316
Dorsey & Whitney Trust
South Dakota
$269K 7,372 – –
GTCM
317
Gyon Technologies Capital Management
New Jersey
$269K 7,372 +7,372 New
BFS
318
Bard Financial Services
Connecticut
$265K 7,250 – –
SGCA
319
Steel Grove Capital Advisors
Tennessee
$264K 7,219 -50,183 -87%
SFO
320
Stokes Family Office
Louisiana
$258K 7,068 -655 -8%
AOWM
321
Alpha Omega Wealth Management
Virginia
$255K 6,987 -506 -7%
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$251K 6,880 -61 -0.9%
TA
323
TCM Advisors
West Virginia
– – – –
CA
324
Cetera Advisors
Colorado
$241K 6,609 -451 -6%
MWM
325
Meridian Wealth Management
Kentucky
$241K 6,600 +6,600 New
11 12
13
14 15