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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 %
ACI
401
AMP Capital Investors
Australia
– – -22,421 Closed
Allianz Asset Management
402
Allianz Asset Management
Germany
– – -19,541 Closed
CANY
403
Caxton Associates (New York)
New York
– – -16,381 Closed
MAM
404
Meeder Asset Management
Ohio
$0 5 -16,016 -100%
I
405
INVST
Indiana
– – -15,324 Closed
PAWC
406
P.A.W. Capital
Connecticut
– – -15,000 Closed
VFA
407
Valeo Financial Advisors
Indiana
– – -13,655 Closed
CAM
408
Claret Asset Management
Quebec, Canada
– – -11,792 Closed
CPC
409
Cookson Peirce & Co
Pennsylvania
– – -10,771 Closed
CIAS
410
Capital Investment Advisory Services
North Carolina
– – -10,689 Closed
DCM
411
Dupont Capital Management
Delaware
– – -10,510 Closed
XT
412
XTX Topco
Cayman Islands
– – -8,980 Closed
PAM
413
Panagora Asset Management
Massachusetts
– – -8,823 Closed
ETM
414
Euclidean Technologies Management
Washington
– – -8,428 Closed
EHWM
415
Eads & Heald Wealth Management
Georgia
– – -8,176 Closed
SOW
416
State of Wyoming
Wyoming
– – -5,270 Closed
Group One Trading
417
Group One Trading
Illinois
– – -4,915 Closed
Canada Pension Plan Investment Board
418
Canada Pension Plan Investment Board
Ontario, Canada
– – -3,373 Closed
Loomis, Sayles & Company
419
Loomis, Sayles & Company
Massachusetts
– – -1,333 Closed
CG
420
Cutler Group
California
– – -1,080 Closed
CFA
421
Cahill Financial Advisors
Minnesota
– – -756 Closed
TAIM
422
TD Ameritrade Investment Management
Nebraska
– – -363 Closed
BIA
423
Bell Investment Advisors
California
$0 21 -235 -92%
DOA
424
D'Orazio & Associates
Virginia
– – -215 Closed
GRP
425
Global Retirement Partners
California
– – -69 Closed
14 15 16
17
18