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H&R Block
HRB

Overview Fund Activity

420 hedge funds and large institutions have $5.06B invested in H&R Block in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 139 increasing their positions, 164 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-30
Holders Change %
-6.67%
% of All Funds
6.72%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
50
Increased
139
Reduced
164
Closed
75
Calls
$64.4M
Puts
$45.8M
Net Calls
+$18.7M
Net Calls Change
+$12.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$805M
2
Boston Partners
Boston Partners
Massachusetts
$123M
3
Lazard Asset Management
Lazard Asset Management
New York
$180M
4
Citadel Advisors
Citadel Advisors
Florida
$29.5M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
$55.8M

Top Sellers

1
BlackRock
BlackRock
New York
$654M
2
State Street
State Street
Massachusetts
$201M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$507K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$569M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
376
Piershale Financial Group
Illinois
$8K – – –
RG
377
Retirement Group
California
$8K +$37 +1 +0.5%
SCA
378
Stonebridge Capital Advisors
Minnesota
$7.61K – – –
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$7.37K +$529 +15 +8%
CSC
380
Caldwell Sutter Capital
California
$7.05K +$7.05K +200 New
CAM
381
ClariVest Asset Management
California
$7K -$290 -8 -4%
SPIA
382
Steward Partners Investment Advisory
New York
$6.8K – – –
Loomis, Sayles & Company
383
Loomis, Sayles & Company
Massachusetts
$6K -$9.21K -241 -61%
CFD
384
Creative Financial Designs
Indiana
$5.29K – – –
AWM
385
Abound Wealth Management
Tennessee
$5.29K – – –
BIA
386
Bell Investment Advisors
California
$5.11K +$1.69K +48 +49%
CT
387
Cambridge Trust
Massachusetts
$4.55K – – –
AWM
388
Accel Wealth Management
Iowa
$4.47K +$35 +1 +0.8%
HCP
389
Hexagon Capital Partners
Arkansas
$4.23K -$564 -16 -12%
EARNEST Partners
390
EARNEST Partners
Georgia
$4.2K – – –
MPWT
391
MassMutual Private Wealth & Trust
Connecticut
$4.12K – – –
LF
392
Lee Financial
Texas
$4.03K -$1.46K -41 -27%
SFG
393
Steward Financial Group
Texas
$4K +$2.08K +64 +108%
TAIM
394
TD Ameritrade Investment Management
Nebraska
$4K +$3.3K +85 +472%
JWA
395
JFS Wealth Advisors
Pennsylvania
$3.77K -$811 -23 -18%
GBT
396
Grove Bank & Trust
Florida
$3.7K +$3.7K +105 New
AFS
397
Annapolis Financial Services
Maryland
$3.03K – – –
FMII
398
Farmers & Merchants Investments Inc
Nebraska
$2.33K – – –
SC
399
Schubert & Co
Texas
$2.29K -$811 -23 -26%
EWA
400
EverSource Wealth Advisors
Alabama
$2.15K +$1.41K +40 +190%
14 15
16
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