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H&R Block
HRB

Overview Fund Activity

386 hedge funds and large institutions have $3.38B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 44 closing their positions.

Holders
386
Holders Change
-5
Holders Change %
-1.28%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
43
Increased
125
Reduced
144
Closed
44
Calls
$20.6M
Puts
$26.9M
Net Calls
-$6.29M
Net Calls Change
+$567K

Top Buyers

1
BlackRock
1
BlackRock
New York
$534M
2
RA
2
Royce & Associates
New York
$42.6M
3
LHC
3
Lodge Hill Capital
New York
$16.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$11.3M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$8.07M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$8.67M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$19.6M
3
JAM
3
Jupiter Asset Management
United Kingdom
$262M
4
American Century Companies
4
American Century Companies
Missouri
$15M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Nuveen Asset Management
26
Nuveen Asset Management
Illinois
$21.9M 928,681 -75,236 -7%
HighTower Advisors
27
HighTower Advisors
Illinois
$21.8M 926,722 +79,640 +9%
FBB
28
Fulton Breakefield Broenniman
Maryland
$21M 893,359 +7,070 +0.8%
Principal Financial Group
29
Principal Financial Group
Iowa
$20.7M 879,993 -143,473 -14%
PPA
30
Parametric Portfolio Associates
Washington
$19.7M 836,274 +53,932 +7%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$19.6M 831,260 -1,058,233 -56%
PI
32
PGGM Investments
Netherlands
$19.5M 826,520 +2,804 +0.3%
LHC
33
Lodge Hill Capital
New York
$16.5M 700,000 +700,000 New
Boston Partners
34
Boston Partners
Massachusetts
$15.6M 662,282 +136,075 +26%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$15.3M 651,044 -458,500 -41%
FNF
36
Fidelity National Financial
Florida
$15M 636,854 – –
PCM
37
Peregrine Capital Management
Minnesota
$15M 635,996 -117,158 -16%
American Century Companies
38
American Century Companies
Missouri
$15M 635,265 -903,729 -59%
AAM
39
Advisors Asset Management
Colorado
$14M 592,130 -4,667 -0.8%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$13.7M 580,981 +113,034 +24%
Bank of America
41
Bank of America
North Carolina
$13M 553,008 +77,752 +16%
ICM
42
Invenomic Capital Management
Massachusetts
$11.9M 503,869 +111,936 +29%
Ameriprise
43
Ameriprise
Minnesota
$11.7M 494,359 +135,471 +38%
NW
44
NewEdge Wealth
Pennsylvania
$11.4M 485,583 +110,338 +29%
SDIC
45
South Dakota Investment Council
South Dakota
$11.3M 478,547 – –
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$11.3M 478,238 +423,277 +770%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$11.1M 472,808 +1,796 +0.4%
Wells Fargo
48
Wells Fargo
California
$11.1M 471,826 -680,001 -59%
AQR Capital Management
49
AQR Capital Management
Connecticut
$10.2M 433,558 -632,724 -59%
Victory Capital Management
50
Victory Capital Management
Texas
$10.2M 431,823 +204,677 +90%
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