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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 Market Value Shares Shares
Change 		Shares
Change %
TWM
326
TriaGen Wealth Management
California
$235K 6,660 +6,660 New
TAM
327
Tocqueville Asset Management
New York
$225K 6,381 -3,336 -34%
WPW
328
Waldron Private Wealth
Pennsylvania
$225K 6,350 +6,350 New
PNC
329
Park National Corp
Ohio
$225K 6,357 +6,357 New
PFO
330
Pathstone Family Office
New Jersey
$221K 6,227 +6,227 New
FFN
331
Focus Financial Network
Minnesota
$219K 6,167 +6,167 New
CCM
332
Coldstream Capital Management
Washington
$214K 6,058 +6,058 New
FHA
333
Flagship Harbor Advisors
Massachusetts
$212K 6,000 +6,000 New
KFS
334
Kaizen Financial Strategies
California
$206K 5,841 +5,841 New
WT
335
Washington Trust
Rhode Island
$188K 5,315 – –
WIM
336
Wilen Investment Management
Florida
$175K 5,000 – –
UB
337
UMB Bank
Missouri
$169K 4,782 -16 -0.3%
SIC
338
Salem Investment Counselors
North Carolina
$167K 4,700 -546 -10%
SOW
339
State of Wyoming
Wyoming
$162K 4,588 +4,588 New
VVP
340
Venture Visionary Partners
Ohio
$124K 3,500 +3,500 New
TPCW
341
TD Private Client Wealth
New York
$103K 2,916 -847 -23%
MCC
342
Money Concepts Capital
Florida
$97K 2,625 -115 -4%
IA
343
IFP Advisors
Florida
$89K 3,042 – –
PFS
344
Prospera Financial Services
Texas
$87K 2,475 -260 -10%
Bessemer Group
345
Bessemer Group
New Jersey
$85K 2,403 -6,591 -73%
HNB
346
Huntington National Bank
Ohio
$85K 2,400 – –
CAPTRUST Financial Advisors
347
CAPTRUST Financial Advisors
North Carolina
$79K 2,221 -110 -5%
SCM
348
Silvant Capital Management
Georgia
$79K 2,232 – –
NSIM
349
North Star Investment Management
Illinois
$70K 1,968 +2 +0.1%
S
350
SignatureFD
Georgia
$70K 1,990 +1,523 +326%
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