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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $3.73B invested in H&R Block in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 50 closing their positions.

Holders
391
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
6.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
57
Increased
108
Reduced
140
Closed
50
Calls
$28.3M
Puts
$35.1M
Net Calls
-$6.85M
Net Calls Change
+$2.15M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.6M
2
American Century Companies
2
American Century Companies
Missouri
$38.5M
3
Northern Trust
3
Northern Trust
Illinois
$76.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$44M
5
AssetMark Inc
5
AssetMark Inc
California
$12.6M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.14M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$626M
3
Franklin Resources
3
Franklin Resources
California
$34.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.2M
5
Man Group
5
Man Group
United Kingdom
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
HHGC
426
Hunting Hill Global Capital
New York
– – -8,094 Closed
SGAM
427
Smith Group Asset Management
Texas
– – -5,820 Closed
FMT
428
First Mercantile Trust
Tennessee
– – -5,130 Closed
EIM
429
Elliott Investment Management
Florida
– – -5,000 Closed
ASN
430
Advisory Services Network
Georgia
– – -3,303 Closed
DFCM
431
Dark Forest Capital Management
Puerto Rico
– – -2,732 Closed
PI
432
PineBridge Investments
New York
– – -2,700 Closed
CMF
433
Counterpoint Mutual Funds
California
– – -570 Closed
CA
434
Clearstead Advisors
Ohio
– – -425 Closed
FF
435
FourThought Financial
Florida
– – -400 Closed
EFSCE
436
Enterprise Financial Services Corp (EFSC)
Missouri
– – -323 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
437
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -70 Closed
CC
438
Cypress Capital
Tennessee
– – -9 Closed
IMC Chicago
439
IMC Chicago
Illinois
– – – –
Walleye Trading
440
Walleye Trading
New York
– – – –
CCA
441
Column Capital Advisors
Indiana
– – – –
AIM
442
Anchor Investment Management
South Carolina
– – – –
PCG
443
Private Capital Group
Connecticut
$0 4 – –
Capital Fund Management (CFM)
444
Capital Fund Management (CFM)
France
– – – –
GWS
445
Glassman Wealth Services
Virginia
$0 7 – –
Wolverine Trading
446
Wolverine Trading
Illinois
– – – –
EW
447
Evoke Wealth
California
$0 23 – –
FHA
448
First Horizon Advisors
Tennessee
$0 7 +7 New
14 15 16 17
18