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H&R Block
HRB

Overview Fund Activity

420 hedge funds and large institutions have $5.06B invested in H&R Block in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 139 increasing their positions, 164 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
420
Holders Change
-30
Holders Change %
-6.67%
% of All Funds
6.72%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
50
Increased
139
Reduced
164
Closed
75
Calls
$64.4M
Puts
$45.8M
Net Calls
+$18.7M
Net Calls Change
+$12.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$805M
2
Boston Partners
Boston Partners
Massachusetts
$123M
3
Lazard Asset Management
Lazard Asset Management
New York
$180M
4
Citadel Advisors
Citadel Advisors
Florida
$29.5M
5
Pacer Advisors
Pacer Advisors
Pennsylvania
$55.8M

Top Sellers

1
BlackRock
BlackRock
New York
$654M
2
State Street
State Street
Massachusetts
$201M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$507K
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$18.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$569M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
451
Bayesian Capital Management
New York
– -$581K -15,900 Closed
USAA
452
United Services Automobile Association
Texas
– -$559K -15,296 Closed
CT
453
Chicago Trust
Illinois
– -$529K -14,500 Closed
GCP
454
GSA Capital Partners
United Kingdom
– -$443K -12,139 Closed
Capital Fund Management (CFM)
455
Capital Fund Management (CFM)
France
– -$432K -11,824 Closed
LS
456
Livforsakringsbolaget Skandia
Sweden
– -$424K -11,600 Closed
MFG
457
Merit Financial Group
Georgia
– -$411K -11,246 Closed
BRWA
458
B. Riley Wealth Advisors
Florida
– -$387K -10,528 Closed
1IA
459
1620 Investment Advisors
Massachusetts
– -$372K -10,199 Closed
Walleye Capital
460
Walleye Capital
New York
– -$353K -9,662 Closed
IWC
461
Integrated Wealth Concepts
Massachusetts
– -$327K -8,959 Closed
AI
462
AdvisorShares Investments
Maryland
– -$324K -8,864 Closed
WP
463
Woodline Partners
California
– -$313K -8,574 Closed
SSG
464
Summit Securities Group
New York
– -$309K -8,459 Closed
VT
465
Vise Technologies
New York
– -$309K -8,453 Closed
PRS
466
Pinkerton Retirement Specialists
Idaho
– -$295K -8,088 Closed
GTCM
467
Gyon Technologies Capital Management
New Jersey
– -$269K -7,372 Closed
SFO
468
Stokes Family Office
Louisiana
– -$258K -7,068 Closed
MWM
469
Meridian Wealth Management
Kentucky
– -$241K -6,600 Closed
PA
470
Profund Advisors
Maryland
– -$237K -6,482 Closed
CCM
471
Coldstream Capital Management
Washington
– -$233K -6,374 Closed
BIP
472
Blueprint Investment Partners
North Carolina
– -$231K -6,334 Closed
SI
473
Stephens Inc
Arkansas
– -$219K -6,000 Closed
GI
474
GAMCO Investors
Connecticut
– -$208K -5,700 Closed
RCM
475
Rain Capital Management
Oregon
– -$205K -5,617 Closed
16 17 18
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