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H&R Block
HRB

Overview Fund Activity

384 hedge funds and large institutions have $3.7B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 142 reducing their positions, and 54 closing their positions.

Holders
384
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
57
Increased
108
Reduced
142
Closed
54
Calls
$18M
Puts
$11.1M
Net Calls
+$6.88M
Net Calls Change
+$13.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$211M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$60.9M
3
Charles Schwab
3
Charles Schwab
California
$77.3M
4
State Street
4
State Street
Massachusetts
$207M
5
FC
5
Franchise Capital
Cayman Islands
$6.96M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$533M
2
BlackRock
2
BlackRock
New York
$540M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$10.7M
4
Northern Trust
4
Northern Trust
Illinois
$51.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$19.8M 760,911 -180,446 -19%
Principal Financial Group
27
Principal Financial Group
Iowa
$19.5M 748,959 -131,034 -15%
PI
28
PGGM Investments
Netherlands
$19.5M 826,520 – –
Boston Partners
29
Boston Partners
Massachusetts
$19.4M 742,064 +79,782 +12%
American Century Companies
30
American Century Companies
Missouri
$19.1M 732,611 +97,346 +15%
Bank of America
31
Bank of America
North Carolina
$18.9M 726,662 +173,654 +31%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$18.4M 702,639 +51,595 +8%
ICM
33
Invenomic Capital Management
Massachusetts
$17.4M 823,644 +319,775 +63%
PCM
34
Peregrine Capital Management
Minnesota
$16M 614,714 -21,282 -3%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$15.7M 604,021 +23,040 +4%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$15.6M 600,539 -328,142 -35%
Victory Capital Management
37
Victory Capital Management
Texas
$15.5M 594,441 +162,618 +38%
NW
38
NewEdge Wealth
Pennsylvania
$15.2M 584,559 +98,976 +20%
LHC
39
Lodge Hill Capital
New York
$13M 500,000 -200,000 -29%
AAM
40
Advisors Asset Management
Colorado
$12.9M 496,677 -95,453 -16%
Ameriprise
41
Ameriprise
Minnesota
$11.6M 445,557 -48,802 -10%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$11.5M 442,754 -30,054 -6%
UBS Group
43
UBS Group
Switzerland
$11.5M 441,798 +11,706 +3%
Wells Fargo
44
Wells Fargo
California
$11.5M 440,502 -31,324 -7%
UBS AM
45
UBS AM
Illinois
$11.1M 427,980 +14,034 +3%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$11M 421,987 +41,405 +11%
Swiss National Bank
47
Swiss National Bank
Switzerland
$10.8M 415,300 +23,600 +6%
First Trust Advisors
48
First Trust Advisors
Illinois
$10.7M 410,539 -1,234,554 -75%
MVP
49
Miller Value Partners
Florida
$10.7M 410,000 – –
Allspring Global Investments
50
Allspring Global Investments
North Carolina
$10.7M 409,016 +66,509 +19%
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