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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 %
CF
501
Centaurus Financial
California
– – -3,362 Closed
DBG
502
De Burlo Group
Massachusetts
– – -2,400 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
503
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -1,100 Closed
ACM
504
Absolute Capital Management
Pennsylvania
– – -848 Closed
HI
505
Hudock Inc
Pennsylvania
– – -400 Closed
ZB
506
Zions Bancorporation
Utah
– – -252 Closed
CL
507
COWA LLC
Oklahoma
– – -165 Closed
IAMOG
508
Investors Asset Management of Georgia
Georgia
– – -152 Closed
CAL
509
Capital Analysts LLC
Pennsylvania
– – -106 Closed
PFA
510
Professional Financial Advisors
Nebraska
– – -100 Closed
CB
511
Community Bank
New York
– – -59 Closed
HR
512
Howe & Rusling
New York
– – -19 Closed
CAL
513
Capital Advisors Ltd
Ohio
– – -9 Closed
TSS
514
Two Sigma Securities
New York
– – – –
IMC Chicago
515
IMC Chicago
Illinois
– – – –
PMFA
516
Plante Moran Financial Advisors
Michigan
– – – –
HT
517
HAP Trading
New York
– – – –
EF
518
Empowered Funds
Pennsylvania
– – – –
PAG
519
Paladin Advisory Group
Iowa
– – – –
PI
520
PEAK6 Investments
Illinois
– – – –
Parallax Volatility Advisers
521
Parallax Volatility Advisers
California
– – – –
Wolverine Trading
522
Wolverine Trading
Illinois
– – – –
Balyasny Asset Management
523
Balyasny Asset Management
Illinois
– – – –
17 18 19 20
21