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H&R Block
HRB

Overview Fund Activity

450 hedge funds and large institutions have $5.15B invested in H&R Block in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 146 increasing their positions, 157 reducing their positions, and 62 closing their positions.

Holders
450
Holders Change
-6
Holders Change %
-1.32%
% of All Funds
7.26%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
70
Increased
146
Reduced
157
Closed
62
Calls
$74M
Puts
$67.5M
Net Calls
+$6.46M
Net Calls Change
-$46.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$699M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$111M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$41.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$48.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$38.3M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$617M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$38.7M
4
FFH
4
Fairfax Financial Holdings
Ontario, Canada
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$77.2M
Name Market Value Shares Shares
Change 		Shares
Change %
JAM
26
Jupiter Asset Management
United Kingdom
$38.7M 1,060,000 -1,290,000 -55%
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$38.3M 1,049,178 +688,681 +191%
WCM
28
Wedge Capital Management
North Carolina
$32.7M 896,127 +8,760 +1%
Pacer Advisors
29
Pacer Advisors
Pennsylvania
$31.8M 870,323 +387,581 +80%
RA
30
Royce & Associates
New York
$27.3M 748,832 -186,300 -20%
Voloridge Investment Management
31
Voloridge Investment Management
Florida
$27M 739,585 +64,775 +10%
NW
32
NewEdge Wealth
Pennsylvania
$26.1M 715,824 +40,182 +6%
HighTower Advisors
33
HighTower Advisors
Illinois
$25.4M 696,456 -461,113 -40%
Ameriprise
34
Ameriprise
Minnesota
$25.3M 691,851 +321,938 +87%
American Century Companies
35
American Century Companies
Missouri
$24.4M 668,435 -140,143 -17%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$24M 658,119 -31,633 -5%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$23M 633,074 +179,407 +40%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$22.8M 623,924 -131,993 -17%
Principal Financial Group
39
Principal Financial Group
Iowa
$22.4M 614,153 -68,939 -10%
Macquarie Group
40
Macquarie Group
Australia
$22.2M 607,688 -210,044 -26%
Victory Capital Management
41
Victory Capital Management
Texas
$21.9M 600,994 -123,976 -17%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$18.9M 517,600 +32,466 +7%
FBB
43
Fulton Breakefield Broenniman
Maryland
$17.8M 486,258 +4,467 +0.9%
UBS AM
44
UBS AM
Illinois
$17.5M 478,026 +69,048 +17%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$14.8M 405,255 -6,626 -2%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$14.8M 405,193 +9,783 +2%
Man Group
47
Man Group
United Kingdom
$14.8M 404,132 +119,989 +42%
UBS Group
48
UBS Group
Switzerland
$14.4M 394,642 +78,926 +25%
Allspring Global Investments
49
Allspring Global Investments
North Carolina
$14.1M 387,142 -46,885 -11%
Swiss National Bank
50
Swiss National Bank
Switzerland
$14.1M 386,300 +7,900 +2%
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