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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 %
WIC
326
Woodmont Investment Counsel
Tennessee
$237K 6,500 – –
PA
327
Profund Advisors
Maryland
$237K 6,482 -559 -8%
PNC
328
Park National Corp
Ohio
$235K 6,432 +75 +1%
CCM
329
Coldstream Capital Management
Washington
$233K 6,374 +6,374 New
BIP
330
Blueprint Investment Partners
North Carolina
$231K 6,334 +6,334 New
FFN
331
Focus Financial Network
Minnesota
$230K 6,256 +43 +0.7%
SPA
332
Sherbrooke Park Advisers
New York
$226K 6,200 +6,200 New
PMEF
333
Point72 Middle East FZE
United Arab Emirates
$225K 6,161 +6,161 New
NA
334
NewEdge Advisors
Louisiana
$222K 15,558 +48 +0.3%
FHA
335
Flagship Harbor Advisors
Massachusetts
$219K 6,000 – –
SI
336
Stephens Inc
Arkansas
$219K 6,000 – –
JPMPWA
337
J.P. Morgan Private Wealth Advisors
California
$216K 5,927 +284 +5%
GI
338
GAMCO Investors
Connecticut
$208K 5,700 -2,800 -33%
RCM
339
Rain Capital Management
Oregon
$205K 5,617 +5,617 New
AL
340
Arnhold LLC
New York
$204K 5,600 – –
MWPCG
341
Measured Wealth Private Client Group
New Hampshire
$204K 5,584 +822 +17%
OWA
342
One Wealth Advisors
California
$196K 5,364 -4,158 -44%
WT
343
Washington Trust
Rhode Island
$194K 5,315 – –
SOW
344
State of Wyoming
Wyoming
$183K 5,003 +836 +20%
First Manhattan
345
First Manhattan
New York
$183K 5,000 +5,000 New
IA
346
IFP Advisors
Florida
$180K 5,946 -150 -2%
UB
347
UMB Bank
Missouri
$156K 4,280 -125 -3%
AAG
348
Armstrong Advisory Group
Massachusetts
$150K 4,110 +4,110 New
TRCT
349
Tower Research Capital (TRC)
New York
$140K 3,832 -4,190 -52%
NVCHI
350
New Vernon Capital Holdings II
New Jersey
$130K 3,568 +3,568 New
12 13
14
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