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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 %
SIC
351
Salem Investment Counselors
North Carolina
$129K 3,500 – –
Bessemer Group
352
Bessemer Group
New Jersey
$102K 2,758 -281 -9%
MCC
353
Money Concepts Capital
Florida
$94.8K 2,597 +522 +25%
S
354
SignatureFD
Georgia
$92.1K 2,523 +2,037 +419%
BTI
355
Blue Trust Inc
Georgia
$89K 2,080 +911 +78%
HNB
356
Huntington National Bank
Ohio
$88.3K 2,418 +18 +0.8%
AWM
357
Accurate Wealth Management
Florida
$85.5K 2,351 +2,351 New
CFFP
358
Center for Financial Planning
Michigan
$84.1K 2,303 – –
TPCW
359
TD Private Client Wealth
New York
$82.4K 2,257 -222 -9%
SCM
360
Silvant Capital Management
Georgia
$82.1K 2,232 – –
EI
361
Ellevest Inc
New York
$81.4K 2,230 +166 +8%
Dimensional Fund Advisors
362
Dimensional Fund Advisors
Texas
$76.4K 2,092,532 -55,756 -3%
IGWM
363
ICA Group Wealth Management
Colorado
$73K 2,000 +2,000 New
NSIM
364
North Star Investment Management
Illinois
$71.9K 1,970 +1 +0.1%
FDCDDQ
365
Federation des caisses Desjardins du Quebec
Quebec, Canada
$68.3K 1,870 – –
CA
366
CoreCap Advisors
Michigan
$61.6K 1,686 +1,686 New
CFGS
367
Concourse Financial Group Securities
Alabama
$59K 1,605 +479 +43%
PTC
368
Private Trust Company
Ohio
$59K 1,619 – –
C
369
Covestor
United Kingdom
$59K 1,617 +1,363 +537%
LC
370
Lindbrook Capital
California
$50.7K 1,389 – –
DFCM
371
Dark Forest Capital Management
Puerto Rico
$49.5K 1,356 +1,356 New
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$49K 1,333 -100 -7%
HI
373
Harbour Investments
Wisconsin
$45.2K 1,238 -266 -18%
PA
374
Parallel Advisors
California
$39.2K 1,073 -332 -24%
BWL
375
Bogart Wealth LLC
Virginia
$36.5K 1,000 – –
13 14
15
16 17