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H&R Block
HRB

Overview Fund Activity

386 hedge funds and large institutions have $3.38B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 44 closing their positions.

Holders
386
Holders Change
-5
Holders Change %
-1.28%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
43
Increased
125
Reduced
144
Closed
44
Calls
$20.6M
Puts
$26.9M
Net Calls
-$6.29M
Net Calls Change
+$567K

Top Buyers

1
BlackRock
1
BlackRock
New York
$534M
2
RA
2
Royce & Associates
New York
$42.6M
3
LHC
3
Lodge Hill Capital
New York
$16.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$11.3M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$8.07M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$8.67M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$19.6M
3
JAM
3
Jupiter Asset Management
United Kingdom
$262M
4
American Century Companies
4
American Century Companies
Missouri
$15M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Retirement Systems of Alabama
76
Retirement Systems of Alabama
Alabama
$5.42M 229,982 -565 -0.2%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$5.29M 224,727 +21,150 +10%
IWA
78
IBEX Wealth Advisors
New Jersey
$4.7M 199,389 +199,389 New
CEI
79
Clark Estates Inc
New York
$4.59M 195,000 – –
QOP
80
Quinn Opportunity Partners
Virginia
$4.49M 190,700 -81,800 -30%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$4.24M 179,769 -126,840 -41%
Pacer Advisors
82
Pacer Advisors
Pennsylvania
$4.12M 174,798 +35,949 +26%
RB
83
Rodgers Brothers
Pennsylvania
$3.85M 163,550 -20,175 -11%
MOACM
84
Mutual of America Capital Management
New York
$3.7M 157,113 +59 +0%
Teacher Retirement System of Texas
85
Teacher Retirement System of Texas
Texas
$3.68M 156,338 +127,430 +441%
Mitsubishi UFJ Trust & Banking
86
Mitsubishi UFJ Trust & Banking
Japan
$3.64M 154,541 +9,935 +7%
CS
87
Credit Suisse
Switzerland
$3.59M 152,275 -30,601 -17%
DekaBank Deutsche Girozentrale
88
DekaBank Deutsche Girozentrale
Germany
$3.58M 151,899 -18,619 -11%
Axa
89
Axa
France
$3.51M 149,000 – –
CWA
90
Carolina Wealth Advisors
South Carolina
$3.49M 147,948 +8,931 +6%
Barclays
91
Barclays
United Kingdom
$3.15M 133,819 -327,770 -71%
Stifel Financial
92
Stifel Financial
Missouri
$3.11M 132,071 -80,877 -38%
AB
93
Amalgamated Bank
New York
$3.08M 130,612 -6,850 -5%
HSA
94
Hussman Strategic Advisors
Maryland
$3.06M 130,000 +26,000 +25%
TPSF
95
Texas Permanent School Fund
Texas
$3M 127,177 -4,536 -3%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$2.98M 126,412 -41,162 -25%
Tudor Investment Corp
97
Tudor Investment Corp
Connecticut
$2.92M 123,958 +114,875 +1,265%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$2.87M 121,598 -32,802 -21%
State of New Jersey Common Pension Fund D
99
State of New Jersey Common Pension Fund D
New Jersey
$2.7M 114,778 +1,531 +1%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$2.69M 114,163 +9,106 +9%
2 3
4
5 6