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H&R Block

387 hedge funds and large institutions have $3.39B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 144 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

2% less funds holding

Funds holding: 393387 (-6)

1.86% less ownership

Funds ownership: 83.84%81.98% (-1.9%)

9% less capital invested

Capital invested by funds: $3.73B → $3.39B (-$342M)

13% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 144

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

23% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $26.9M

Holders
387
Holders Change
-6
Holders Change %
-1.53%
% 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
126
Reduced
144
Closed
45
Calls
$20.6M
Puts
$26.9M
Net Calls
-$6.29M
Net Calls Change
+$567K
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$21.9M -$1.82M -75,236 -7%
HighTower Advisors
27
HighTower Advisors
Illinois
$21.8M +$1.93M +79,640 +9%
FBB
28
Fulton Breakefield Broenniman
Maryland
$21M +$171K +7,070 +0.8%
Principal Financial Group
29
Principal Financial Group
Iowa
$20.7M -$3.48M -143,473 -14%
PPA
30
Parametric Portfolio Associates
Washington
$19.7M +$1.31M +53,932 +7%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$19.6M -$25.7M -1,058,233 -56%
PI
32
PGGM Investments
Netherlands
$19.5M +$68K +2,804 +0.3%
LHC
33
Lodge Hill Capital
New York
$16.5M +$17M +700,000 New
Boston Partners
34
Boston Partners
Massachusetts
$15.6M +$3.3M +136,075 +26%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$15.3M -$11.1M -458,500 -41%
FNF
36
Fidelity National Financial
Florida
$15M
PCM
37
Peregrine Capital Management
Minnesota
$15M -$2.84M -117,158 -16%
American Century Companies
38
American Century Companies
Missouri
$15M -$21.9M -903,729 -59%
AAM
39
Advisors Asset Management
Colorado
$14M -$113K -4,667 -0.8%
JP Morgan Chase
40
JP Morgan Chase
New York
$13.7M +$2.74M +113,034 +24%
Bank of America
41
Bank of America
North Carolina
$13M +$1.89M +77,752 +16%
ICM
42
Invenomic Capital Management
Massachusetts
$11.9M +$2.72M +111,936 +29%
Ameriprise
43
Ameriprise
Minnesota
$11.7M +$3.29M +135,471 +38%
NW
44
NewEdge Wealth
Pennsylvania
$11.4M +$2.68M +110,338 +29%
SDIC
45
South Dakota Investment Council
South Dakota
$11.3M
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$11.3M +$10.3M +423,277 +770%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$11.1M +$43.6K +1,796 +0.4%
Wells Fargo
48
Wells Fargo
California
$11.1M -$16.5M -680,001 -59%
AQR Capital Management
49
AQR Capital Management
Connecticut
$10.2M -$15.3M -632,724 -59%
Victory Capital Management
50
Victory Capital Management
Texas
$10.2M +$4.96M +204,677 +90%