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H&R Block
HRB

Overview Fund Activity

433 hedge funds and large institutions have $4.92B invested in H&R Block in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 115 increasing their positions, 146 reducing their positions, and 50 closing their positions.

Holders
433
Holders Change
+49
Holders Change %
+12.76%
% of All Funds
7.32%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
108
Increased
115
Reduced
146
Closed
50
Calls
$81.3M
Puts
$59.8M
Net Calls
+$21.5M
Net Calls Change
+$14.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$451M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$158M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$47.4M
4
WCM
4
Wedge Capital Management
North Carolina
$32.5M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$36.3M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$83M
2
JAM
2
Jupiter Asset Management
United Kingdom
$325M
3
BlackRock
3
BlackRock
New York
$675M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$693M
5
Swedbank
5
Swedbank
Sweden
$7.63M
Name Market Value Shares Shares
Change 		Shares
Change %
WCM
26
Wedge Capital Management
North Carolina
$32.5M 921,474 +912,967 +10,732%
Principal Financial Group
27
Principal Financial Group
Iowa
$28.3M 801,181 +52,222 +7%
Victory Capital Management
28
Victory Capital Management
Texas
$26M 736,774 +142,333 +24%
Voloridge Investment Management
29
Voloridge Investment Management
Florida
$25.6M 724,946 +584,716 +417%
Citadel Advisors
30
Citadel Advisors
Florida
$24.7M 698,824 +373,670 +115%
American Century Companies
31
American Century Companies
Missouri
$23.4M 662,931 -69,680 -10%
FBB
32
Fulton Breakefield Broenniman
Maryland
$22.5M 637,288 +637,288 New
Boston Partners
33
Boston Partners
Massachusetts
$22.1M 615,179 -126,885 -17%
NW
34
NewEdge Wealth
Pennsylvania
$21.6M 610,349 +25,790 +4%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$21.4M 605,394 +4,855 +0.8%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$21.2M 599,881 -4,140 -0.7%
Allspring Global Investments
37
Allspring Global Investments
North Carolina
$20.4M 578,339 +169,323 +41%
Millennium Management
38
Millennium Management
New York
$20.1M 570,102 +561,592 +6,599%
First Trust Advisors
39
First Trust Advisors
Illinois
$19.8M 559,740 +149,201 +36%
Pacer Advisors
40
Pacer Advisors
Pennsylvania
$19.6M 554,029 +554,029 New
Bank of America
41
Bank of America
North Carolina
$17.3M 489,321 -237,341 -33%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$17M 481,741 +38,987 +9%
Robeco Institutional Asset Management
43
Robeco Institutional Asset Management
Netherlands
$16.9M 479,150 +204,204 +74%
UBS AM
44
UBS AM
Illinois
$15.3M 434,437 +6,457 +2%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$15.1M 427,318 +5,331 +1%
Ameriprise
46
Ameriprise
Minnesota
$14.3M 405,380 -40,177 -9%
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$14M 403,502 -299,137 -43%
Swiss National Bank
48
Swiss National Bank
Switzerland
$13.7M 387,600 -27,700 -7%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$13.3M 376,333 +303,429 +416%
AAM
50
Advisors Asset Management
Colorado
$13.2M 374,234 -122,443 -25%
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