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H&R Block
HRB

Overview Fund Activity

420 hedge funds and large institutions have $5.06B invested in H&R Block in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 139 increasing their positions, 164 reducing their positions, and 75 closing their positions.

Holders
420
Holders Change
-30
Holders Change %
-6.67%
% of All Funds
6.72%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
50
Increased
139
Reduced
164
Closed
75
Calls
$64.4M
Puts
$45.8M
Net Calls
+$18.7M
Net Calls Change
+$12.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$805M
2
Boston Partners
2
Boston Partners
Massachusetts
$123M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$180M
4
Citadel Advisors
4
Citadel Advisors
Florida
$29.5M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$55.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$654M
2
State Street
2
State Street
Massachusetts
$201M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$507K
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$18.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$569M
Name Market Value Shares Shares
Change 		Shares
Change %
OSAM
51
O'Shaughnessy Asset Management
Connecticut
$10.2M 289,700 -115,555 -29%
SIS
52
Sound Income Strategies
Florida
$9.05M 256,702 +25,054 +11%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$8.82M 250,143 +4,165 +2%
Legal & General Group
54
Legal & General Group
United Kingdom
$8.74M 247,930 -5,148 -2%
SEI Investments
55
SEI Investments
Pennsylvania
$8.62M 244,435 +19,468 +9%
Macquarie Group
56
Macquarie Group
Australia
$8.61M 244,213 -363,475 -60%
CS
57
Candriam SCA
Luxembourg
$8.39M 258,483 +4,860 +2%
HF
58
HRT Financial
New York
$8.38M 237,814 +237,814 New
IWA
59
IBEX Wealth Advisors
New Jersey
$8.32M 235,994 +886 +0.4%
AIG
60
American International Group
New York
$8.3M 235,565 -7,211 -3%
AllianceBernstein
61
AllianceBernstein
Tennessee
$7.62M 216,308 -16,350 -7%
Swedbank
62
Swedbank
Sweden
$7.61M 215,968 – –
Allianz Asset Management
63
Allianz Asset Management
Germany
$7.45M 211,476 +44,795 +27%
Man Group
64
Man Group
United Kingdom
– – -404,132 Closed
SMFG
65
Sumitomo Mitsui Financial Group
Japan
$7.37M 107,657 +47,307 +78%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$7.33M 207,836 -23,257 -10%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$7.16M 203,154 -8,086 -4%
FCI
68
Financial Counselors Inc
Kansas
$7.06M 200,365 -333 -0.2%
CS
69
Credit Suisse
Switzerland
$6.97M 197,635 +8,327 +4%
Stifel Financial
70
Stifel Financial
Missouri
$6.9M 195,631 +7,030 +4%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$6.79M 192,763 – –
Millennium Management
72
Millennium Management
New York
$6.58M 186,742 +151,244 +426%
Tudor Investment Corp
73
Tudor Investment Corp
Connecticut
$6.54M 185,384 -20,137 -10%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$6.42M 413,952 +226,892 +121%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$6.29M 179,124 -453,950 -72%
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