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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 %
ACM
301
Aquatic Capital Management
Illinois
$247K -$159K -4,500 -39%
KAS
302
Kestra Advisory Services
Texas
$247K -$64.1K -1,817 -21%
CSS
303
Cubist Systematic Strategies
Connecticut
$240K -$3.44M -97,590 -93%
WIC
304
Woodmont Investment Counsel
Tennessee
$229K – – –
WPW
305
Waldron Private Wealth
Pennsylvania
$226K -$5.79K -163 -2%
AWS
306
Atria Wealth Solutions
New York
$226K -$63.7K -1,793 -22%
FFN
307
Focus Financial Network
Minnesota
$224K +$1.81K +51 +0.8%
PNC
308
Park National Corp
Ohio
$224K -$2.64K -75 -1%
CA
309
Cetera Advisors
Colorado
$223K -$10.3K -292 -4%
MWPCG
310
Measured Wealth Private Client Group
New Hampshire
$221K +$24.6K +699 +13%
BFS
311
Bard Financial Services
Connecticut
$220K -$35.3K -1,000 -14%
JPMPWA
312
J.P. Morgan Private Wealth Advisors
California
$217K +$8.11K +230 +4%
FHA
313
Flagship Harbor Advisors
Massachusetts
$212K – – –
SPA
314
Sherbrooke Park Advisers
New York
$204K -$14.1K -400 -6%
CAN
315
Cetera Advisor Networks
California
$204K +$204K +5,779 New
VI
316
Vestcor Inc
New Brunswick, Canada
$201K -$440K -12,499 -69%
WT
317
Washington Trust
Rhode Island
$187K – – –
First Manhattan
318
First Manhattan
New York
$176K – – –
UB
319
UMB Bank
Missouri
$151K – – –
AAG
320
Armstrong Advisory Group
Massachusetts
$145K – – –
CF
321
Centaurus Financial
California
$144K +$144K +4,085 New
NVCHI
322
New Vernon Capital Holdings II
New Jersey
$127K +$1.73K +49 +1%
PAG
323
Paladin Advisory Group
Iowa
$126K +$126K +3,584 New
SIC
324
Salem Investment Counselors
North Carolina
$124K – – –
C
325
Covestor
United Kingdom
$112K +$54.7K +1,546 +96%
11 12
13
14 15