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H&R Block
HRB

Overview Fund Activity

384 hedge funds and large institutions have $3.7B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 142 reducing their positions, and 54 closing their positions.

Holders
384
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
57
Increased
108
Reduced
142
Closed
54
Calls
$18M
Puts
$11.1M
Net Calls
+$6.88M
Net Calls Change
+$13.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$211M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$60.9M
3
Charles Schwab
3
Charles Schwab
California
$77.3M
4
State Street
4
State Street
Massachusetts
$207M
5
FC
5
Franchise Capital
Cayman Islands
$6.96M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$533M
2
BlackRock
2
BlackRock
New York
$540M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$10.7M
4
Northern Trust
4
Northern Trust
Illinois
$51.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SFI
76
Susquehanna Fundamental Investments
Pennsylvania
$5.51M 211,722 +124,792 +144%
RB
77
Rodgers Brothers
Pennsylvania
$4.94M 189,850 +26,300 +16%
AQR Capital Management
78
AQR Capital Management
Connecticut
$4.42M 169,847 -263,711 -61%
Squarepoint
79
Squarepoint
New York
$4.32M 165,982 -118,604 -42%
IPW
80
IronBridge Private Wealth
Texas
$4.14M 159,010 +159,010 New
CS
81
Credit Suisse
Switzerland
$4.12M 158,222 +5,947 +4%
HSA
82
Hussman Strategic Advisors
Maryland
$4.06M 156,000 +26,000 +20%
CWA
83
Carolina Wealth Advisors
South Carolina
$3.94M 151,218 +3,270 +2%
MOACM
84
Mutual of America Capital Management
New York
$3.91M 150,048 -7,065 -4%
SEC
85
Seven Eight Capital
New York
$3.79M 145,624 +145,624 New
Holocene Advisors
86
Holocene Advisors
New York
$3.68M 141,357 +100,770 +248%
Voloridge Investment Management
87
Voloridge Investment Management
Florida
$3.65M 140,230 +140,230 New
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.64M 139,695 -58,734 -30%
Stifel Financial
89
Stifel Financial
Missouri
$3.46M 132,843 +772 +0.6%
Jane Street
90
Jane Street
New York
$3.33M 127,981 +73,564 +135%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$3.19M 122,597 +999 +0.8%
AB
92
Amalgamated Bank
New York
$3.18M 122,047 -8,565 -7%
AF
93
Amalgamated Financial
New York
$3.18M 122,047 +122,047 New
Canada Life
94
Canada Life
Manitoba, Canada
$3.13M 116,912 +11,067 +10%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$3.07M 117,927 -8,485 -7%
TPSF
96
Texas Permanent School Fund
Texas
$3.04M 116,650 -10,527 -8%
MIM
97
MetLife Investment Management
New Jersey
$2.93M 112,342 +27,230 +32%
State of New Jersey Common Pension Fund D
98
State of New Jersey Common Pension Fund D
New Jersey
$2.82M 108,233 -6,545 -6%
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$2.75M 105,499 -8,664 -8%
APF
100
Alaska Permanent Fund
Alaska
$2.66M 102,000 – –
2 3
4
5 6