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H&R Block
HRB

Overview Fund Activity

450 hedge funds and large institutions have $5.15B invested in H&R Block in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 146 increasing their positions, 157 reducing their positions, and 62 closing their positions.

Holders
450
Holders Change
-6
Holders Change %
-1.32%
% of All Funds
7.26%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
70
Increased
146
Reduced
157
Closed
62
Calls
$74M
Puts
$67.5M
Net Calls
+$6.46M
Net Calls Change
-$46.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$699M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$111M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$41.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$48.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$38.3M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$617M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$38.7M
4
FFH
4
Fairfax Financial Holdings
Ontario, Canada
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$77.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SFG
426
Steward Financial Group
Texas
$2K 59 +59 New
CSPIA
427
Cary Street Partners Investment Advisory
Virginia
$1.83K 50 +50 New
ECM
428
Estabrook Capital Management
New York
$1.46K 40 – –
Fidelity International
429
Fidelity International
Bermuda
$1.28K 35 +19 +119%
SIC
430
SJS Investment Consulting
Ohio
$1.21K 33 +16 +94%
DI
431
Disciplined Investments
Oklahoma
$1.17K 32 – –
AF
432
Advisornet Financial
Minnesota
$1.13K 31 +31 New
TAIM
433
TD Ameritrade Investment Management
Nebraska
$1K 18 -114 -86%
ADL
434
Asset Dedication LLC
California
$1K 16 +16 New
FHA
435
First Horizon Advisors
Tennessee
$913 25 – –
CASC
436
Coppell Advisory Solutions Corp
Texas
$913 25 +25 New
CAS
437
Coppell Advisory Solutions
Texas
$913 25 +25 New
GI
438
Gradient Investments
Minnesota
$840 23 +23 New
PWMG
439
Prestige Wealth Management Group
New Jersey
$773 21 +21 New
EWA
440
EverSource Wealth Advisors
Alabama
$767 21 – –
KHC
441
Koesten Hirschmann & Crabtree
Kansas
$730 20 +20 New
TWP
442
TFO Wealth Partners
Ohio
$709 1 +1 New
SWA
443
Sutton Wealth Advisors
Florida
$694 19 – –
TC
444
Truvestments Capital
Florida
$621 17 +17 New
CTA
445
Colonial Trust Advisors
South Carolina
$511 14 +14 New
VCM
446
Versant Capital Management
Arizona
$438 12 – –
CHA
447
Carmichael Hill & Associates
Maryland
$370 10 – –
MPCL
448
My Personal CFO LLC
Washington
$329 9 +9 New
EBA
449
Eagle Bay Advisors
New York
$292 8 – –
GWS
450
Glassman Wealth Services
Virginia
$256 7 – –
16 17
18
19 20