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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 %
LCM
51
Landscape Capital Management
New Jersey
$12.3M 337,748 +337,748 New
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$10.3M 281,611 +72,674 +35%
First Trust Advisors
53
First Trust Advisors
Illinois
$10.2M 278,084 -132,270 -32%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$9.53M 261,144 +202,275 +344%
DZ Bank
55
DZ Bank
Germany
$9.48M 259,576 +11,904 +5%
CS
56
Candriam SCA
Luxembourg
$9.26M 253,623 +24,139 +11%
Legal & General Group
57
Legal & General Group
United Kingdom
$9.24M 253,078 -2,179 -0.9%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$8.98M 245,978 +47,341 +24%
LHC
59
Lodge Hill Capital
New York
$8.94M 245,000 +125,000 +104%
AIG
60
American International Group
New York
$8.86M 242,776 -9,753 -4%
IWA
61
IBEX Wealth Advisors
New Jersey
$8.58M 235,108 -5,898 -2%
AllianceBernstein
62
AllianceBernstein
Tennessee
$8.49M 232,658 -3,953 -2%
SIS
63
Sound Income Strategies
Florida
$8.46M 231,648 +21,538 +10%
New York State Teachers Retirement System (NYSTRS)
64
New York State Teachers Retirement System (NYSTRS)
New York
$8.44M 231,093 -15,583 -6%
Acadian Asset Management
65
Acadian Asset Management
Massachusetts
$8.37M 229,375 -432,352 -65%
Franklin Resources
66
Franklin Resources
California
$8.22M 225,182 -2,785 -1%
SEI Investments
67
SEI Investments
Pennsylvania
$8.21M 224,967 -95,484 -30%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$8.1M 221,919 -1,678 -0.8%
Swedbank
69
Swedbank
Sweden
$7.88M 215,968 – –
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$7.71M 211,240 +766 +0.4%
Tudor Investment Corp
71
Tudor Investment Corp
Connecticut
$7.5M 205,521 +55,943 +37%
DWA
72
Dorsey Wright & Associates
California
$7.48M 204,964 +204,964 New
PFM
73
Premier Fund Managers
United Kingdom
$7.38M 201,000 +201,000 New
FCI
74
Financial Counselors Inc
Kansas
$7.33M 200,698 -5,029 -2%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$7.04M 192,763 -4,860 -2%
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3
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