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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 %
CFB
376
Cullen/Frost Bankers
Texas
$36.5K 1,000 – –
BC
377
Belmont Capital
California
$32K 878 – –
HMS
378
Hanseatic Management Services
New Mexico
$31K 839 – –
VNA
379
Valley National Advisers
Pennsylvania
$30K 800 – –
QCG
380
Quadrant Capital Group
Ohio
$29.7K 814 -141 -15%
AIC
381
Archer Investment Corporation
Indiana
$29.2K 800 – –
NL
382
NVWM LLC
Pennsylvania
$24.9K 676 – –
MSCM
383
McElhenny Sheffield Capital Management
Texas
$22.7K 622 +622 New
PP
384
PrairieView Partners
Minnesota
$22K 608 – –
BAM
385
Belpointe Asset Management
Nevada
$21.7K 593 +593 New
AP
386
Atwood & Palmer
Missouri
$20.8K 570 – –
GRP
387
Global Retirement Partners
California
$19.8K 543 +399 +277%
NFSG
388
Newbridge Financial Services Group
Florida
$19.5K 533 -430 -45%
CTC
389
Central Trust Company
Missouri
$18.3K 500 – –
CG
390
Cutler Group
California
$18K 513 -1,410 -73%
EWM
391
Endurance Wealth Management
Rhode Island
$18K 502 – –
PFBT
392
Parkside Financial Bank & Trust
Missouri
$16.6K 454 +303 +201%
TWM
393
Tradition Wealth Management
Minnesota
$15K 414 – –
Loomis, Sayles & Company
394
Loomis, Sayles & Company
Massachusetts
$15K 398 +313 +368%
LWA
395
Lowe Wealth Advisors
Maryland
$14.8K 406 – –
GIA
396
GHP Investment Advisors
Colorado
$12.8K 351 +3 +0.9%
WWP
397
WR Wealth Planners
Missouri
$10.2K 278 – –
TWA
398
TCI Wealth Advisors
Arizona
$9.82K 269 -90 -25%
Rockefeller Capital Management
399
Rockefeller Capital Management
New York
$9K 252 +60 +31%
PFG
400
Piershale Financial Group
Illinois
$8.29K 227 +227 New
14 15
16
17 18