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H&R Block
HRB

385 hedge funds and large institutions have $3.71B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 109 increasing their positions, 142 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $18M | Put options by funds: $11.1M

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

10% more capital invested

Capital invested by funds: $3.39B → $3.71B (+$322M)

3.46% more ownership

Funds ownership: 81.98% → 85.44% (+3.5%)

6% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 54

1% less funds holding

Funds holding: 387 → 385 (-2)

23% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 142

Holders
385
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.07%
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
109
Reduced
142
Closed
54
Calls
$18M
Puts
$11.1M
Net Calls
+$6.88M
Net Calls Change
+$13.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$196M
2
Charles Schwab
Charles Schwab
California
+$46.9M
3
State Street
State Street
Massachusetts
+$23.3M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
+$10.3M
5
ICM
Invenomic Capital Management
Massachusetts
+$7.76M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$97M
2
BlackRock
BlackRock
New York
-$46.9M
3
First Trust Advisors
First Trust Advisors
Illinois
-$30M
4
Northern Trust
Northern Trust
Illinois
-$25.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$24.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$19.8M -$4.38M -180,446 -19%
Principal Financial Group
27
Principal Financial Group
Iowa
$19.5M -$3.18M -131,034 -15%
PI
28
PGGM Investments
Netherlands
$19.5M – – –
Boston Partners
29
Boston Partners
Massachusetts
$19.4M +$1.94M +79,782 +12%
American Century Companies
30
American Century Companies
Missouri
$19.1M +$2.36M +97,346 +15%
Bank of America
31
Bank of America
North Carolina
$18.9M +$4.22M +173,654 +31%
Schroder Investment Management Group
32
Schroder Investment Management Group
United Kingdom
$18.4M +$1.25M +51,595 +8%
ICM
33
Invenomic Capital Management
Massachusetts
$17.4M +$7.76M +319,775 +63%
PCM
34
Peregrine Capital Management
Minnesota
$16M -$517K -21,282 -3%
JP Morgan Chase
35
JP Morgan Chase
New York
$15.7M +$559K +23,040 +4%
N
36
Nuveen
North Carolina
$15.6M -$7.97M -328,142 -35%
Victory Capital Management
37
Victory Capital Management
Texas
$15.5M +$3.95M +162,618 +38%
NW
38
NewEdge Wealth
Pennsylvania
$15.2M +$2.4M +98,976 +20%
LHC
39
Lodge Hill Capital
New York
$13M -$4.85M -200,000 -29%
AAM
40
Advisors Asset Management
Colorado
$12.9M -$2.32M -95,453 -16%
Ameriprise
41
Ameriprise
Minnesota
$11.6M -$1.18M -48,802 -10%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$11.5M -$730K -30,054 -6%
UBS Group
43
UBS Group
Switzerland
$11.5M +$284K +11,706 +3%
Wells Fargo
44
Wells Fargo
California
$11.5M -$760K -31,324 -7%
UBS AM
45
UBS AM
Illinois
$11.1M +$341K +14,034 +3%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$11M +$1.01M +41,405 +11%
Swiss National Bank
47
Swiss National Bank
Switzerland
$10.8M +$573K +23,600 +6%
First Trust Advisors
48
First Trust Advisors
Illinois
$10.7M -$30M -1,234,554 -75%
MVP
49
Miller Value Partners
Florida
$10.7M – – –
Allspring Global Investments
50
Allspring Global Investments
North Carolina
$10.7M +$1.61M +66,509 +19%
1
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3 4 5

HRB Hedge Fund Activity: Q1 2022 in Review

385 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q1 2022, worth a combined $3.71B — up 9.5% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new HRB positions and 54 closed out — a net gain of 3 holders — while 109 added to existing stakes and 142 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $196M. The largest seller was Vanguard Group, cutting an estimated $97M.

  • 385 institutional investors held H&R Block (HRB) as of Q1 2022, down from 387 in Q4 2021.
  • Funds reported $3.71B of H&R Block stock for Q1 2022, up 9.5% quarter-over-quarter.
  • 57 funds opened new H&R Block positions in Q1 2022 and 54 closed out, a net change of +3 holders.
  • The largest H&R Block buyer in Q1 2022 was Fidelity Investments, an estimated $196M added.
  • The largest H&R Block seller in Q1 2022 was Vanguard Group, an estimated $97M sold.

Based on aggregated 13F filings for Q1 2022.