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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
+$167M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$80.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$39.6M
4
BlackRock
BlackRock
New York
+$32M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$31.5M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
-$291M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$35.9M
3
Artisan Partners
Artisan Partners
Wisconsin
-$31.5M
4
State Street
State Street
Massachusetts
-$28.5M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
-$25.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
401
Hudock Inc
Pennsylvania
$17K – – –
LWA
402
Lowe Wealth Advisors
Maryland
$17K – – –
GIA
403
GHP Investment Advisors
Colorado
$15K +$86 +2 +0.6%
TWA
404
TCI Wealth Advisors
Arizona
$15K +$7.65K +183 +104%
FF
405
FourThought Financial
Florida
$13K – – –
PCFFS
406
Pacific Center for Financial Services
California
$12K – – –
WWP
407
WR Wealth Planners
Missouri
$11.8K – – –
ZB
408
Zions Bancorporation
Utah
$11K -$11.9K -273 -52%
C
409
Covestor
United Kingdom
$11K -$6.84K -158 -38%
CT
410
Cambridge Trust
Massachusetts
$10K +$4.65K +112 +87%
SCA
411
Stonebridge Capital Advisors
Minnesota
$9K – – –
CCM
412
Covington Capital Management
California
$9K – – –
CAM
413
ClariVest Asset Management
California
$9K – – –
CA
414
Crewe Advisors
Utah
$9K – – –
RG
415
Retirement Group
California
$9K +$84 +2 +0.9%
SPIA
416
Steward Partners Investment Advisory
New York
$8K -$6.22K -150 -44%
PFBT
417
Parkside Financial Bank & Trust
Missouri
$7K -$22.1K -477 -76%
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$7K -$5.11K -122 -42%
Rockefeller Capital Management
419
Rockefeller Capital Management
New York
$7K -$2.73K -75 -28%
CL
420
COWA LLC
Oklahoma
$7K +$7K +165 New
AWM
421
Abound Wealth Management
Tennessee
$6.38K +$6.38K +150 New
GRP
422
Global Retirement Partners
California
$6K -$2K -48 -25%
TAIM
423
TD Ameritrade Investment Management
Nebraska
$6K -$1.23K -27 -17%
JWA
424
JFS Wealth Advisors
Pennsylvania
$6K -$86 -2 -1%
IAMOG
425
Investors Asset Management of Georgia
Georgia
$6K – – –
15 16
17
18 19