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H&R Block
HRB

Overview Fund Activity

456 hedge funds and large institutions have $5.86B invested in H&R Block in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 132 increasing their positions, 176 reducing their positions, and 45 closing their positions.

Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.89%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
74
Increased
132
Reduced
176
Closed
45
Calls
$129M
Puts
$75.2M
Net Calls
+$53.4M
Net Calls Change
+$31.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$358M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$624M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$52.9M
4
BlackRock
4
BlackRock
New York
$845M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$48.6M

Top Sellers

1
JAM
1
Jupiter Asset Management
United Kingdom
$100M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$798M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$52.2M
4
State Street
4
State Street
Massachusetts
$299M
5
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFH
26
Fairfax Financial Holdings
Ontario, Canada
$44M -$3.65M -85,875 -8%
Robeco Institutional Asset Management
27
Robeco Institutional Asset Management
Netherlands
$41.9M +$21.5M +505,888 +106%
RA
28
Royce & Associates
New York
$39.8M -$17M -398,524 -30%
WCM
29
Wedge Capital Management
North Carolina
$37.7M -$1.45M -34,107 -4%
Macquarie Group
30
Macquarie Group
Australia
$34.9M +$30.9M +723,394 +767%
American Century Companies
31
American Century Companies
Missouri
$34.4M +$6.2M +145,647 +22%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$34.2M +$18.2M +427,372 +114%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$32.2M +$6.64M +156,036 +26%
Victory Capital Management
34
Victory Capital Management
Texas
$30.8M -$502K -11,804 -2%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$29.3M +$3.59M +84,358 +14%
Principal Financial Group
36
Principal Financial Group
Iowa
$29.1M -$5.02M -118,089 -15%
NW
37
NewEdge Wealth
Pennsylvania
$28.7M +$2.78M +65,293 +11%
Voloridge Investment Management
38
Voloridge Investment Management
Florida
$28.7M -$2.13M -50,136 -7%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$28.1M +$17.2M +405,132 +158%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$20.6M +$144K +3,393 +0.7%
Pacer Advisors
41
Pacer Advisors
Pennsylvania
$20.5M -$3.03M -71,287 -13%
FBB
42
Fulton Breakefield Broenniman
Maryland
$20.5M -$6.61M -155,497 -24%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$20.1M +$20.1M +471,329 New
HSBC Holdings
44
HSBC Holdings
United Kingdom
$19.5M +$16.7M +387,749 +588%
Allspring Global Investments
45
Allspring Global Investments
North Carolina
$18.5M -$6.14M -144,312 -25%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$17.5M -$657K -15,437 -4%
First Trust Advisors
47
First Trust Advisors
Illinois
$17.5M -$6.36M -149,386 -27%
UBS AM
48
UBS AM
Illinois
$17.4M -$1.08M -25,459 -6%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$16.8M +$3.48M +81,799 +26%
Swiss National Bank
50
Swiss National Bank
Switzerland
$16.1M -$391K -9,200 -2%
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