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H&R Block
HRB

Overview Fund Activity

384 hedge funds and large institutions have $3.7B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 142 reducing their positions, and 54 closing their positions.

Holders
384
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
57
Increased
108
Reduced
142
Closed
54
Calls
$18M
Puts
$11.1M
Net Calls
+$6.88M
Net Calls Change
+$13.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$211M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$60.9M
3
Charles Schwab
3
Charles Schwab
California
$77.3M
4
State Street
4
State Street
Massachusetts
$207M
5
FC
5
Franchise Capital
Cayman Islands
$6.96M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$533M
2
BlackRock
2
BlackRock
New York
$540M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$10.7M
4
Northern Trust
4
Northern Trust
Illinois
$51.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.9M
Name Market Value Shares Shares
Change 		Shares
Change %
DI
376
Disciplined Investments
Oklahoma
$1K 23 +23 New
CI
377
Cordant Inc
Oregon
$1K 43 +43 New
SWA
378
Sutton Wealth Advisors
Florida
$495 19 – –
Arrowstreet Capital
379
Arrowstreet Capital
Massachusetts
– – -1,026,061 Closed
FBB
380
Fulton Breakefield Broenniman
Maryland
– – -893,359 Closed
FNF
381
Fidelity National Financial
Florida
– – -636,854 Closed
Qube Research & Technologies (QRT)
382
Qube Research & Technologies (QRT)
United Kingdom
– – -478,238 Closed
Renaissance Technologies
383
Renaissance Technologies
New York
– – -236,900 Closed
CEI
384
Clark Estates Inc
New York
– – -195,000 Closed
Pacer Advisors
385
Pacer Advisors
Pennsylvania
– – -174,798 Closed
Tudor Investment Corp
386
Tudor Investment Corp
Connecticut
– – -123,958 Closed
PCM
387
Portolan Capital Management
Massachusetts
– – -110,894 Closed
TC
388
TwinBeech Capital
New York
– – -108,796 Closed
BC
389
Burney Company
Virginia
– – -97,368 Closed
BAM
390
Blueshift Asset Management
New Jersey
– – -95,321 Closed
SA
391
Shilanski & Associates
Alaska
– – -50,552 Closed
VIA
392
Vident Investment Advisory
Georgia
– – -47,113 Closed
TC
393
Trilogy Capital
California
– – -39,864 Closed
MLICM
394
Metropolitan Life Insurance Company (MetLife)
New York
– – -38,019 Closed
PC
395
Prairiewood Capital
North Dakota
– – -35,533 Closed
WI
396
WBI Investments
New Jersey
– – -35,116 Closed
ESCM
397
Echo Street Capital Management
New York
– – -35,108 Closed
ACP
398
Aviance Capital Partners
Florida
– – -31,097 Closed
OAM
399
Occidental Asset Management
California
– – -30,608 Closed
CFA
400
Camarda Financial Advisors
Florida
– – -29,708 Closed
14 15
16
17 18