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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
$358M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$624M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$52.9M
4
BlackRock
BlackRock
New York
$845M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$48.6M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
$100M
2
Vanguard Group
Vanguard Group
Pennsylvania
$798M
3
Artisan Partners
Artisan Partners
Wisconsin
$52.2M
4
State Street
State Street
Massachusetts
$299M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
HR
451
Howe & Rusling
New York
$1K +$1K +19 New
EWA
452
EverSource Wealth Advisors
Alabama
$1K +$1K +21 New
SWA
453
Sutton Wealth Advisors
Florida
$808 – – –
Citadel Advisors
454
Citadel Advisors
Florida
– -$24.7M -698,824 Closed
Boston Partners
455
Boston Partners
Massachusetts
– -$22.1M -615,179 Closed
Hotchkis & Wiley Capital Management
456
Hotchkis & Wiley Capital Management
California
– -$9.7M -274,730 Closed
ICM
457
Invenomic Capital Management
Massachusetts
– -$6.42M -181,841 Closed
MVP
458
Miller Value Partners
Florida
– -$5.46M -154,500 Closed
CWA
459
Carolina Wealth Advisors
South Carolina
– -$5.32M -150,468 Closed
EF
460
Empowered Funds
Pennsylvania
– -$4.26M -120,715 Closed
HF
461
HRT Financial
New York
– -$2.96M -83,775 Closed
SCP
462
Seizert Capital Partners
Michigan
– -$2.88M -81,473 Closed
JF
463
Jump Financial
Illinois
– -$2.49M -70,611 Closed
WI
464
WBI Investments
New Jersey
– -$2.38M -70,123 Closed
Connor, Clark & Lunn Investment Management (CC&L)
465
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.01M -56,808 Closed
Amundi
466
Amundi
France
– -$1.34M -36,544 Closed
SA
467
Shilanski & Associates
Alaska
– -$1.15M -32,349 Closed
DU
468
Delphia (USA)
Ontario, Canada
– -$1.08M -30,664 Closed
CC
469
Corton Capital
Ontario, Canada
– -$967K -27,391 Closed
QT
470
Quantamental Technologies
New York
– -$776K -21,976 Closed
Wolverine Trading
471
Wolverine Trading
Illinois
– -$746K -21,579 Closed
PHK
472
Point72 Hong Kong
Hong Kong
– -$665K -18,818 Closed
SC
473
Scotia Capital
Ontario, Canada
– -$605K -17,130 Closed
Mitsubishi UFJ Asset Management
474
Mitsubishi UFJ Asset Management
Japan
– -$527K -14,907 Closed
GCM
475
Gladius Capital Management
Illinois
– -$511K -14,451 Closed
16 17 18
19
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