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H&R Block
HRB

Overview Fund Activity

456 hedge funds and large institutions have $5.86B invested in H&R Block in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 132 increasing their positions, 176 reducing their positions, and 45 closing their positions.

Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.89%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
74
Increased
132
Reduced
176
Closed
45
Calls
$129M
Puts
$75.2M
Net Calls
+$53.4M
Net Calls Change
+$31.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$358M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$624M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$52.9M
4
BlackRock
4
BlackRock
New York
$845M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$48.6M

Top Sellers

1
JAM
1
Jupiter Asset Management
United Kingdom
$100M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$798M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$52.2M
4
State Street
4
State Street
Massachusetts
$299M
5
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$15.7M -$1.51M -35,467 -9%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$15.3M +$9.51M +223,634 +163%
SEI Investments
53
SEI Investments
Pennsylvania
$13.6M +$1.03M +24,156 +8%
UBS Group
54
UBS Group
Switzerland
$13.4M -$2.49M -58,471 -16%
Man Group
55
Man Group
United Kingdom
$12.1M +$12.1M +284,143 New
AAM
56
Advisors Asset Management
Colorado
$11M -$4.89M -115,019 -31%
WG
57
Winton Group
United Kingdom
$11M +$6.37M +149,683 +139%
Legal & General Group
58
Legal & General Group
United Kingdom
$10.9M -$642K -15,101 -6%
AIG
59
American International Group
New York
$10.7M -$506K -11,901 -5%
Wells Fargo
60
Wells Fargo
California
$10.7M +$2.16M +50,730 +25%
CSS
61
Cubist Systematic Strategies
Connecticut
$10.7M -$387K -9,103 -3%
Twin Tree Management
62
Twin Tree Management
Texas
$10.6M +$10.2M +239,985 +2,693%
DZ Bank
63
DZ Bank
Germany
$10.5M +$10.5M +247,672 New
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$10.5M +$1.06M +24,945 +11%
IWA
65
IBEX Wealth Advisors
New Jersey
$10.3M -$209K -4,912 -2%
AllianceBernstein
66
AllianceBernstein
Tennessee
$10.1M -$225K -5,298 -2%
SFI
67
Susquehanna Fundamental Investments
Pennsylvania
$10M +$10M +236,165 New
CS
68
Candriam SCA
Luxembourg
$9.76M +$9.76M +229,484 New
Franklin Resources
69
Franklin Resources
California
$9.7M +$7.23M +169,860 +292%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$9.51M -$1.08M -25,346 -10%
Swedbank
71
Swedbank
Sweden
$9.19M – – –
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$8.95M -$85.1K -2,000 -0.9%
SIS
73
Sound Income Strategies
Florida
$8.94M -$5.38M -126,547 -38%
Retirement Systems of Alabama
74
Retirement Systems of Alabama
Alabama
$8.89M -$55.3K -1,301 -0.6%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$8.86M -$2.22M -52,125 -20%
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