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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
$358M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$624M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$52.9M
4
BlackRock
BlackRock
New York
$845M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$48.6M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
$100M
2
Vanguard Group
Vanguard Group
Pennsylvania
$798M
3
Artisan Partners
Artisan Partners
Wisconsin
$52.2M
4
State Street
State Street
Massachusetts
$299M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
326
Waldron Private Wealth
Pennsylvania
$279K +$7.61K +178 +3%
FCH
327
Freestone Capital Holdings
Washington
$278K -$17.1K -403 -6%
WIC
328
Woodmont Investment Counsel
Tennessee
$277K +$277K +6,500 New
DCM
329
Dupont Capital Management
Delaware
$276K -$144K -3,395 -34%
CIBC World Market
330
CIBC World Market
Ontario, Canada
$273K -$28.9K -680 -10%
PNC
331
Park National Corp
Ohio
$270K – – –
FFN
332
Focus Financial Network
Minnesota
$266K +$1.97K +46 +0.7%
SI
333
Stephens Inc
Arkansas
$255K -$63.8K -1,500 -20%
FHA
334
Flagship Harbor Advisors
Massachusetts
$255K – – –
KFS
335
Kaizen Financial Strategies
California
$250K +$1.53K +36 +0.6%
TAM
336
Tocqueville Asset Management
New York
$244K -$27.6K -649 -10%
CM
337
Capula Management
Cayman Islands
$242K +$242K +5,680 New
JPMPWA
338
J.P. Morgan Private Wealth Advisors
California
$240K -$55.8K -1,313 -19%
AL
339
Arnhold LLC
New York
$238K +$238K +5,600 New
VI
340
Vestcor Inc
New Brunswick, Canada
$228K +$228K +5,349 New
CIG
341
Cairn Investment Group
Washington
$226K -$1.48M -34,660 -87%
WT
342
Washington Trust
Rhode Island
$226K – – –
TA
343
TCM Advisors
West Virginia
$217K – – –
VPIM
344
Vanguard Personalized Indexing Management
California
$217K +$217K +5,100 New
ACA
345
Affinity Capital Advisors
California
$213K +$213K +5,000 New
LIA
346
LBMC Investment Advisors
Tennessee
$213K +$213K +5,000 New
WIM
347
Wilen Investment Management
Florida
$210K – – –
LFAS
348
Level Four Advisory Services
Texas
$210K +$210K +4,927 New
AWM
349
Alterna Wealth Management
Texas
$209K +$209K +4,912 New
AR
350
Advisory Research
Illinois
$206K -$1.11M -26,092 -84%
12 13
14
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