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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 %
H6H
351
Hightower 6M Holding
Kansas
$205K +$205K +4,809 New
IB
352
Intrust Bank
Kansas
$205K +$205K +4,817 New
GIA
353
Guyasuta Investment Advisors
Pennsylvania
$204K +$204K +4,800 New
MWPCG
354
Measured Wealth Private Client Group
New Hampshire
$203K +$203K +4,762 New
OIA
355
OneDigital Investment Advisors
Kansas
$201K +$201K +4,719 New
WW
356
Westshore Wealth
California
$201K +$201K +4,730 New
IA
357
IFP Advisors
Florida
$197K +$98.7K +3,054 +100%
UB
358
UMB Bank
Missouri
$187K -$16K -377 -8%
SOW
359
State of Wyoming
Wyoming
$177K -$17.9K -421 -9%
SIC
360
Salem Investment Counselors
North Carolina
$150K -$51.4K -1,200 -26%
CF
361
Centaurus Financial
California
$143K +$143K +3,362 New
Bessemer Group
362
Bessemer Group
New Jersey
$128K +$26.8K +636 +26%
TPCW
363
TD Private Client Wealth
New York
$105K -$18.6K -437 -15%
DBG
364
De Burlo Group
Massachusetts
$102K +$102K +2,400 New
HNB
365
Huntington National Bank
Ohio
$102K – – –
CFFP
366
Center for Financial Planning
Michigan
$98K +$98K +2,303 New
SCM
367
Silvant Capital Management
Georgia
$96K – – –
MCC
368
Money Concepts Capital
Florida
$88K -$23.3K -550 -21%
EI
369
Ellevest Inc
New York
$88K +$41.1K +963 +87%
NSIM
370
North Star Investment Management
Illinois
$84K +$43 +1 +0.1%
WFA
371
Wipfli Financial Advisors
Wisconsin
$84K +$84K +1,981 New
CG
372
Cutler Group
California
$81K +$59.6K +1,416 +279%
FDCDDQ
373
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.6K – – –
PTC
374
Private Trust Company
Ohio
$69K – – –
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$61K +$29K +682 +91%
13 14
15
16 17