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H&R Block
HRB

Overview Fund Activity

420 hedge funds and large institutions have $5.06B invested in H&R Block in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 139 increasing their positions, 164 reducing their positions, and 75 closing their positions.

Holders
420
Holders Change
-30
Holders Change %
-6.67%
% of All Funds
6.72%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
50
Increased
139
Reduced
164
Closed
75
Calls
$64.4M
Puts
$45.8M
Net Calls
+$18.7M
Net Calls Change
+$12.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$805M
2
Boston Partners
2
Boston Partners
Massachusetts
$123M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$180M
4
Citadel Advisors
4
Citadel Advisors
Florida
$29.5M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$55.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$654M
2
State Street
2
State Street
Massachusetts
$201M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$507K
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$18.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$569M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
26
Invesco
Georgia
$34M -$13.8M -390,882 -29%
JAM
27
Jupiter Asset Management
United Kingdom
$31M -$6.34M -180,000 -17%
WCM
28
Wedge Capital Management
North Carolina
$29.9M -$1.68M -47,540 -5%
Citadel Advisors
29
Citadel Advisors
Florida
$29.5M +$28.8M +816,656 +4,245%
HighTower Advisors
30
HighTower Advisors
Illinois
$29.1M +$4.55M +128,999 +19%
Ameriprise
31
Ameriprise
Minnesota
$27.8M +$3.39M +96,284 +14%
NW
32
NewEdge Wealth
Pennsylvania
$27.4M +$2.13M +60,519 +8%
Goldman Sachs
33
Goldman Sachs
New York
$27.1M -$23.8M -674,610 -47%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$23.9M +$1.87M +53,054 +9%
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$23M -$3.05M -86,642 -12%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$22.4M -$767K -21,761 -3%
UBS Group
37
UBS Group
Switzerland
$22.2M +$8.3M +235,377 +60%
RA
38
Royce & Associates
New York
$22.2M -$4.19M -118,945 -16%
Principal Financial Group
39
Principal Financial Group
Iowa
$21.3M -$372K -10,562 -2%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$18.4M -$28.7M -815,528 -61%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$18.3M +$50.1K +1,420 +0.3%
FBB
42
Fulton Breakefield Broenniman
Maryland
$17.1M +$8.43K +239 +0%
UBS AM
43
UBS AM
Illinois
$15.7M -$1.13M -32,029 -7%
Victory Capital Management
44
Victory Capital Management
Texas
$14.2M -$6.95M -197,155 -33%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$13.5M +$4.26M +120,979 +46%
American Century Companies
46
American Century Companies
Missouri
$12M -$11.5M -326,742 -49%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$12M -$2.33M -66,165 -16%
Swiss National Bank
48
Swiss National Bank
Switzerland
$11.8M -$1.79M -50,800 -13%
LHC
49
Lodge Hill Capital
New York
$10.8M +$2.12M +60,000 +24%
Retirement Systems of Alabama
50
Retirement Systems of Alabama
Alabama
$10.7M +$749K +21,256 +8%
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