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H&R Block
HRB

Overview Fund Activity

386 hedge funds and large institutions have $3.38B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 44 closing their positions.

Holders
386
Holders Change
-5
Holders Change %
-1.28%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
43
Increased
125
Reduced
144
Closed
44
Calls
$20.6M
Puts
$26.9M
Net Calls
-$6.29M
Net Calls Change
+$567K

Top Buyers

1
BlackRock
1
BlackRock
New York
$534M
2
RA
2
Royce & Associates
New York
$42.6M
3
LHC
3
Lodge Hill Capital
New York
$16.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$11.3M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$8.07M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$8.67M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$19.6M
3
JAM
3
Jupiter Asset Management
United Kingdom
$262M
4
American Century Companies
4
American Century Companies
Missouri
$15M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EW
376
Evoke Wealth
California
$1K 23 – –
IRC
377
Investors Research Corp
Georgia
$1K 29 – –
JWA
378
JFS Wealth Advisors
Pennsylvania
$1K 28 +28 New
FMP
379
Financial Management Professionals
Texas
$1K 42 +42 New
ECM
380
Estabrook Capital Management
New York
$942 40 – –
SWA
381
Sutton Wealth Advisors
Florida
$448 19 +19 New
Jacobs Levy Equity Management
382
Jacobs Levy Equity Management
New Jersey
– – -841,721 Closed
FP
383
Foundry Partners
Minnesota
– – -269,892 Closed
RIM
384
Redwood Investment Management
Arizona
– – -221,508 Closed
EF
385
Empowered Funds
Pennsylvania
– – -175,558 Closed
Acadian Asset Management
386
Acadian Asset Management
Massachusetts
– – -144,372 Closed
DWA
387
Dorsey Wright & Associates
California
– – -116,898 Closed
DILIC
388
Dai-ichi Life Insurance Company
Japan
– – -110,000 Closed
Two Sigma Investments
389
Two Sigma Investments
New York
– – -85,740 Closed
Jennison Associates
390
Jennison Associates
New York
– – -83,157 Closed
Nisa Investment Advisors
391
Nisa Investment Advisors
Missouri
– – -75,360 Closed
JF
392
Jump Financial
Illinois
– – -67,100 Closed
MC
393
Maverick Capital
Texas
– – -59,803 Closed
Asset Management One
394
Asset Management One
Japan
– – -58,787 Closed
OQS
395
Occudo Quantitative Strategies
Florida
– – -43,229 Closed
RL
396
Ruffer LLP
United Kingdom
– – -40,000 Closed
GT
397
Glenmede Trust
Pennsylvania
– – -37,321 Closed
SEC
398
Seven Eight Capital
New York
– – -33,083 Closed
APG Asset Management
399
APG Asset Management
Netherlands
– – -32,500 Closed
OC
400
Oppenheimer & Co
New York
– – -28,122 Closed
14 15
16
17 18