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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 %
DA
401
Duality Advisers
Florida
– – -29,038 Closed
PHK
402
Point72 Hong Kong
Hong Kong
– – -28,614 Closed
ACM
403
AlphaCrest Capital Management
New York
– – -26,022 Closed
CAM
404
ClariVest Asset Management
California
– – -24,524 Closed
PCM
405
Prelude Capital Management
New York
– – -23,528 Closed
ETC
406
Exchange Traded Concepts
Oklahoma
– – -23,497 Closed
GTCM
407
Gyon Technologies Capital Management
New Jersey
– – -23,144 Closed
WBC
408
Westpac Banking Corp
Australia
– – -23,091 Closed
LAM
409
Lingohr Asset Management
Germany
– – -22,313 Closed
Aberdeen Group
410
Aberdeen Group
United Kingdom
– – -21,021 Closed
PRC
411
Pearl River Capital
Michigan
– – -18,559 Closed
PI
412
PEAK6 Investments
Illinois
– – -18,079 Closed
AIM
413
Aigen Investment Management
New York
– – -16,816 Closed
FRM
414
Fox Run Management
Connecticut
– – -15,354 Closed
BNP Paribas Asset Management
415
BNP Paribas Asset Management
France
– – -14,280 Closed
SM
416
Sciencast Management
New Jersey
– – -13,460 Closed
NICM
417
Neo Ivy Capital Management
New York
– – -12,307 Closed
BCM
418
Bayesian Capital Management
New York
– – -11,988 Closed
IWC
419
Integrated Wealth Concepts
Massachusetts
– – -11,810 Closed
KFS
420
Kaizen Financial Strategies
California
– – -9,169 Closed
LFAS
421
Level Four Advisory Services
Texas
– – -8,884 Closed
BAAM
422
Baker Avenue Asset Management
California
– – -8,826 Closed
ICM
423
Islay Capital Management
Texas
– – -8,322 Closed
SCA
424
Snowden Capital Advisors
New York
– – -3,800 Closed
Walleye Trading
425
Walleye Trading
New York
– – -2,805 Closed
14 15 16
17
18