HRB icon

H&R Block
HRB

Overview Fund Activity

433 hedge funds and large institutions have $4.92B invested in H&R Block in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 115 increasing their positions, 146 reducing their positions, and 50 closing their positions.

Holders
433
Holders Change
+49
Holders Change %
+12.76%
% of All Funds
7.32%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
108
Increased
115
Reduced
146
Closed
50
Calls
$81.3M
Puts
$59.8M
Net Calls
+$21.5M
Net Calls Change
+$14.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$451M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$158M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$47.4M
4
WCM
4
Wedge Capital Management
North Carolina
$32.5M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$36.3M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$83M
2
JAM
2
Jupiter Asset Management
United Kingdom
$325M
3
BlackRock
3
BlackRock
New York
$675M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$693M
5
Swedbank
5
Swedbank
Sweden
$7.63M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$13.2M 374,187 -67,611 -15%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$12M 341,161 +83,302 +32%
SIS
53
Sound Income Strategies
Florida
$11.9M 336,657 -64,767 -16%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$11.1M 313,611 -30,643 -9%
Arrowstreet Capital
55
Arrowstreet Capital
Massachusetts
$11M 312,576 +312,576 New
Man Group
56
Man Group
United Kingdom
– – -87,325 Closed
SEI Investments
57
SEI Investments
Pennsylvania
$10.5M 296,295 -85,312 -22%
Hotchkis & Wiley Capital Management
58
Hotchkis & Wiley Capital Management
California
$9.7M 274,730 -129,240 -32%
Legal & General Group
59
Legal & General Group
United Kingdom
$9.55M 270,358 -15,201 -5%
AIG
60
American International Group
New York
$9.34M 264,430 -15,436 -6%
CSS
61
Cubist Systematic Strategies
Connecticut
$9.22M 260,954 +195,205 +297%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$9.2M 260,380 +137,783 +112%
Acadian Asset Management
63
Acadian Asset Management
Massachusetts
$9.06M 256,595 +256,595 New
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$8.79M 248,943 +21,066 +9%
IWA
65
IBEX Wealth Advisors
New Jersey
$8.69M 245,918 +12,032 +5%
AllianceBernstein
66
AllianceBernstein
Tennessee
$8.54M 241,909 -25,458 -10%
KIM
67
Kestrel Investment Management
California
$8.43M 238,550 -11,600 -5%
FCI
68
Financial Counselors Inc
Kansas
$8.13M 230,248 -7,736 -3%
Barclays
69
Barclays
United Kingdom
$7.98M 226,029 +134,364 +147%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$7.83M 221,731 -11,424 -5%
Swedbank
71
Swedbank
Sweden
$7.63M 215,968 -841,430 -80%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$7.51M 212,474 -10,679 -5%
Citigroup
73
Citigroup
New York
$7.45M 211,006 +172,961 +455%
Retirement Systems of Alabama
74
Retirement Systems of Alabama
Alabama
$7.43M 210,238 -5,653 -3%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$7.11M 201,353 -19,264 -9%
1 2
3
4 5