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H&R Block
HRB

Overview Fund Activity

386 hedge funds and large institutions have $3.38B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 44 closing their positions.

Holders
386
Holders Change
-5
Holders Change %
-1.28%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
43
Increased
125
Reduced
144
Closed
44
Calls
$20.6M
Puts
$26.9M
Net Calls
-$6.29M
Net Calls Change
+$567K

Top Buyers

1
BlackRock
1
BlackRock
New York
$534M
2
RA
2
Royce & Associates
New York
$42.6M
3
LHC
3
Lodge Hill Capital
New York
$16.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$11.3M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$8.07M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$8.67M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$19.6M
3
JAM
3
Jupiter Asset Management
United Kingdom
$262M
4
American Century Companies
4
American Century Companies
Missouri
$15M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$10.1M 430,092 -40,549 -9%
UBS AM
52
UBS AM
Illinois
$9.75M 413,946 +35,399 +9%
MVP
53
Miller Value Partners
Florida
$9.66M 410,000 +20,000 +5%
Swiss National Bank
54
Swiss National Bank
Switzerland
$9.23M 391,700 -9,200 -2%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$9.19M 390,187 -39,090 -9%
SEI Investments
56
SEI Investments
Pennsylvania
$9.07M 389,491 +156,921 +67%
OSAM
57
O'Shaughnessy Asset Management
Connecticut
$8.97M 380,582 -10,917 -3%
BGIM
58
Brandywine Global Investment Management
Pennsylvania
$8.69M 368,725 – –
Hotchkis & Wiley Capital Management
59
Hotchkis & Wiley Capital Management
California
$8.67M 367,860 -1,967,220 -84%
SIS
60
Sound Income Strategies
Florida
$8.16M 346,419 +23,162 +7%
Allspring Global Investments
61
Allspring Global Investments
North Carolina
$8.07M 342,507 +342,507 New
GHAM
62
Gilman Hill Asset Management
Connecticut
$7.79M 330,795 +35,788 +12%
AIG
63
American International Group
New York
$7.03M 298,180 -9,693 -3%
Legal & General Group
64
Legal & General Group
United Kingdom
$6.91M 293,262 -856 -0.3%
Squarepoint
65
Squarepoint
New York
$6.71M 284,586 +71,164 +33%
Robeco Institutional Asset Management
66
Robeco Institutional Asset Management
Netherlands
$6.41M 272,007 +118,646 +77%
AllianceBernstein
67
AllianceBernstein
Tennessee
$6.41M 271,892 -8,567 -3%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$6.03M 256,064 -2,379 -0.9%
KIM
69
Kestrel Investment Management
California
$6.02M 255,650 -3,400 -1%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$5.85M 248,264 -56,967 -19%
Citadel Advisors
71
Citadel Advisors
Florida
$5.67M 240,545 -7,553 -3%
FCI
72
Financial Counselors Inc
Kansas
$5.59M 237,205 -867 -0.4%
Renaissance Technologies
73
Renaissance Technologies
New York
$5.58M 236,900 -288,100 -55%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$5.55M 235,600 -13,970 -6%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$5.49M 232,997 -3,554 -2%
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3
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