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H&R Block
HRB

Overview Fund Activity

433 hedge funds and large institutions have $4.92B invested in H&R Block in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 115 increasing their positions, 146 reducing their positions, and 50 closing their positions.

Holders
433
Holders Change
+49
Holders Change %
+12.76%
% of All Funds
7.32%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
108
Increased
115
Reduced
146
Closed
50
Calls
$81.3M
Puts
$59.8M
Net Calls
+$21.5M
Net Calls Change
+$14.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$451M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$158M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$47.4M
4
WCM
4
Wedge Capital Management
North Carolina
$32.5M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$36.3M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$83M
2
JAM
2
Jupiter Asset Management
United Kingdom
$325M
3
BlackRock
3
BlackRock
New York
$675M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$693M
5
Swedbank
5
Swedbank
Sweden
$7.63M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
426
Sutton Wealth Advisors
Florida
$671 19 – –
EBA
427
Eagle Bay Advisors
New York
$283 8 +8 New
PCM
428
Peregrine Capital Management
Minnesota
– – -614,714 Closed
BGIM
429
Brandywine Global Investment Management
Pennsylvania
– – -385,191 Closed
GHAM
430
Gilman Hill Asset Management
Connecticut
– – -324,312 Closed
Squarepoint
431
Squarepoint
New York
– – -165,982 Closed
IPW
432
IronBridge Private Wealth
Texas
– – -159,010 Closed
WAM
433
Weiss Asset Management
Massachusetts
– – -81,337 Closed
OSIA
434
O'Shares Investment Advisers
Massachusetts
– – -73,521 Closed
MC
435
Maverick Capital
Texas
– – -73,078 Closed
Susquehanna International Group
436
Susquehanna International Group
Pennsylvania
– – -69,994 Closed
GCP
437
GSA Capital Partners
United Kingdom
– – -54,932 Closed
CAM
438
Concorde Asset Management
Michigan
– – -51,877 Closed
FC
439
Franchise Capital
Cayman Islands
– – -51,356 Closed
Mirae Asset Global Investments
440
Mirae Asset Global Investments
South Korea
– – -41,142 Closed
TCM
441
Teza Capital Management
Illinois
– – -38,271 Closed
CANY
442
Caxton Associates (New York)
New York
– – -35,573 Closed
Balyasny Asset Management
443
Balyasny Asset Management
Illinois
– – -35,476 Closed
II
444
Inspire Investing
Idaho
– – -33,977 Closed
QOP
445
Quinn Opportunity Partners
Virginia
– – -31,006 Closed
BC
446
Bridgefront Capital
Texas
– – -26,829 Closed
Walleye Capital
447
Walleye Capital
New York
– – -26,693 Closed
VWA
448
V Wealth Advisors
Kansas
– – -20,500 Closed
AF
449
Advisornet Financial
Minnesota
– – -17,041 Closed
GIM
450
Guardian Investment Management
California
– – -15,000 Closed
16 17
18
19 20