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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 %
BA
451
Bellwether Advisors
Nebraska
$36 1 +1 New
Renaissance Technologies
452
Renaissance Technologies
New York
– – -1,168,700 Closed
FFH
453
Fairfax Financial Holdings
Ontario, Canada
– – -1,035,019 Closed
ACM
454
Atika Capital Management
New York
– – -177,000 Closed
N
455
Natixis
France
– – -110,000 Closed
TI
456
Trexquant Investment
Connecticut
– – -75,241 Closed
EGI
457
EAM Global Investors
California
– – -66,244 Closed
QC
458
Quadrature Capital
United Kingdom
– – -61,673 Closed
Two Sigma Investments
459
Two Sigma Investments
New York
– – -58,053 Closed
EI
460
EAM Investors
California
– – -36,742 Closed
Sumitomo Mitsui Trust Group
461
Sumitomo Mitsui Trust Group
Japan
– – -35,804 Closed
E
462
Ergoteles
New York
– – -35,568 Closed
ACM
463
AlphaCrest Capital Management
New York
– – -33,925 Closed
PCMU
464
Paragon Capital Management (Utah)
Utah
– – -28,806 Closed
GCM
465
Graham Capital Management
Connecticut
– – -28,733 Closed
OQS
466
Occudo Quantitative Strategies
Florida
– – -24,332 Closed
Group One Trading
467
Group One Trading
Illinois
– – -23,147 Closed
AG
468
Algert Global
California
– – -22,937 Closed
SO
469
STRS Ohio
Ohio
– – -22,404 Closed
PCC
470
Park Circle Company
Maryland
– – -20,800 Closed
AIM
471
Aigen Investment Management
New York
– – -17,273 Closed
Verition Fund Management
472
Verition Fund Management
Connecticut
– – -14,663 Closed
Holocene Advisors
473
Holocene Advisors
New York
– – -13,432 Closed
YIH
474
Y-Intercept (HK)
Hong Kong
– – -12,944 Closed
Jennison Associates
475
Jennison Associates
New York
– – -12,563 Closed
17 18
19
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