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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 %
Simplex Trading
476
Simplex Trading
Illinois
– – -10,328 Closed
SEC
477
Seven Eight Capital
New York
– – -10,157 Closed
BMCM
478
Burns Matteson Capital Management
New York
– – -9,982 Closed
TL
479
Tradewinds LLC
North Carolina
– – -8,581 Closed
NC
480
NinePointTwo Capital
California
– – -8,242 Closed
HCM
481
Hodges Capital Management
Texas
– – -8,000 Closed
TWM
482
TriaGen Wealth Management
California
– – -6,710 Closed
CIBC Asset Management
483
CIBC Asset Management
Ontario, Canada
– – -6,682 Closed
CP
484
CenterBook Partners
Connecticut
– – -6,571 Closed
FCH
485
Freestone Capital Holdings
Washington
– – -6,541 Closed
DCM
486
Dupont Capital Management
Delaware
– – -6,491 Closed
CIBC World Market
487
CIBC World Market
Ontario, Canada
– – -6,422 Closed
KFS
488
Kaizen Financial Strategies
California
– – -5,877 Closed
TAM
489
Tocqueville Asset Management
New York
– – -5,732 Closed
CM
490
Capula Management
Cayman Islands
– – -5,680 Closed
CIG
491
Cairn Investment Group
Washington
– – -5,310 Closed
LIA
492
LBMC Investment Advisors
Tennessee
– – -5,000 Closed
ACA
493
Affinity Capital Advisors
California
– – -5,000 Closed
LFAS
494
Level Four Advisory Services
Texas
– – -4,927 Closed
AWM
495
Alterna Wealth Management
Texas
– – -4,912 Closed
AR
496
Advisory Research
Illinois
– – -4,839 Closed
IB
497
Intrust Bank
Kansas
– – -4,817 Closed
GIA
498
Guyasuta Investment Advisors
Pennsylvania
– – -4,800 Closed
WW
499
Westshore Wealth
California
– – -4,730 Closed
OIA
500
OneDigital Investment Advisors
Kansas
– – -4,719 Closed
17 18 19
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