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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 %
PA
376
Parallel Advisors
California
$60K +$11.7K +273 +24%
LC
377
Lindbrook Capital
California
$59K +$255 +6 +0.4%
HI
378
Harbour Investments
Wisconsin
$53K – – –
CFGS
379
Concourse Financial Group Securities
Alabama
$48K -$5.8K -136 -11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
380
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$47K -$926K -21,675 -95%
CC
381
Corsicana & Co
Texas
$45K – – –
BWL
382
Bogart Wealth LLC
Virginia
$43K – – –
CFB
383
Cullen/Frost Bankers
Texas
$43K +$43K +1,000 New
NFSG
384
Newbridge Financial Services Group
Florida
$41K +$170 +4 +0.4%
BTI
385
Blue Trust Inc
Georgia
$41K +$10.3K +294 +34%
QCG
386
Quadrant Capital Group
Ohio
$41K +$14.9K +346 +57%
BC
387
Belmont Capital
California
$37K +$37K +878 New
ACM
388
Absolute Capital Management
Pennsylvania
$36.8K +$36.8K +848 New
APA
389
American Portfolios Advisors
New York
$36.5K +$4.08K +96 +13%
HMS
390
Hanseatic Management Services
New Mexico
$36K +$36K +839 New
AIC
391
Archer Investment Corporation
Indiana
$34K – – –
SSG
392
Summit Securities Group
New York
$34K -$12.8K -300 -27%
VNA
393
Valley National Advisers
Pennsylvania
$33K – – –
NL
394
NVWM LLC
Pennsylvania
$29K – – –
PP
395
PrairieView Partners
Minnesota
$26K – – –
AP
396
Atwood & Palmer
Missouri
$24K – – –
S
397
SignatureFD
Georgia
$21K -$65K -1,504 -76%
CTC
398
Central Trust Company
Missouri
$21K – – –
EWM
399
Endurance Wealth Management
Rhode Island
$21K – – –
TWM
400
Tradition Wealth Management
Minnesota
$18K -$2.17K -50 -11%
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16
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