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H&R Block
HRB

Overview Fund Activity

384 hedge funds and large institutions have $3.7B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 142 reducing their positions, and 54 closing their positions.

Holders
384
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
57
Increased
108
Reduced
142
Closed
54
Calls
$18M
Puts
$11.1M
Net Calls
+$6.88M
Net Calls Change
+$13.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$211M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$60.9M
3
Charles Schwab
3
Charles Schwab
California
$77.3M
4
State Street
4
State Street
Massachusetts
$207M
5
FC
5
Franchise Capital
Cayman Islands
$6.96M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$533M
2
BlackRock
2
BlackRock
New York
$540M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$10.7M
4
Northern Trust
4
Northern Trust
Illinois
$51.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Hotchkis & Wiley Capital Management
51
Hotchkis & Wiley Capital Management
California
$10.5M 403,970 +36,110 +10%
SIS
52
Sound Income Strategies
Florida
$10.5M 401,424 +55,005 +16%
BGIM
53
Brandywine Global Investment Management
Pennsylvania
$10M 385,191 +16,466 +4%
SEI Investments
54
SEI Investments
Pennsylvania
$9.84M 381,607 -7,884 -2%
SDIC
55
South Dakota Investment Council
South Dakota
$9.67M 371,447 -107,100 -22%
Franklin Resources
56
Franklin Resources
California
$9.34M 358,481 -947,034 -73%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$8.96M 344,254 -45,933 -12%
Citadel Advisors
58
Citadel Advisors
Florida
$8.47M 325,154 +84,609 +35%
GHAM
59
Gilman Hill Asset Management
Connecticut
$8.45M 324,312 -6,483 -2%
Legal & General Group
60
Legal & General Group
United Kingdom
$7.44M 285,559 -7,703 -3%
AIG
61
American International Group
New York
$7.29M 279,866 -18,314 -6%
Robeco Institutional Asset Management
62
Robeco Institutional Asset Management
Netherlands
$7.16M 274,946 +2,939 +1%
FC
63
Franchise Capital
Cayman Islands
$6.96M 51,356 +51,356 New
AllianceBernstein
64
AllianceBernstein
Tennessee
$6.96M 267,367 -4,525 -2%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$6.72M 257,859 +33,132 +15%
Teacher Retirement System of Texas
66
Teacher Retirement System of Texas
Texas
$6.57M 252,170 +95,832 +61%
KIM
67
Kestrel Investment Management
California
$6.51M 250,150 -5,500 -2%
HF
68
HRT Financial
New York
$6.25M 239,990 +175,980 +275%
FCI
69
Financial Counselors Inc
Kansas
$6.2M 237,984 +779 +0.3%
IWA
70
IBEX Wealth Advisors
New Jersey
$6.09M 233,886 +34,497 +17%
New York State Teachers Retirement System (NYSTRS)
71
New York State Teachers Retirement System (NYSTRS)
New York
$6.07M 233,155 -2,445 -1%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$5.93M 227,877 -28,187 -11%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$5.81M 223,153 -25,111 -10%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$5.75M 220,617 -12,380 -5%
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$5.62M 215,891 -14,091 -6%
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