HRB icon

H&R Block
HRB

Overview Fund Activity

433 hedge funds and large institutions have $4.92B invested in H&R Block in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 115 increasing their positions, 146 reducing their positions, and 50 closing their positions.

Holders
433
Holders Change
+49
Holders Change %
+12.76%
% of All Funds
7.32%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
108
Increased
115
Reduced
146
Closed
50
Calls
$81.3M
Puts
$59.8M
Net Calls
+$21.5M
Net Calls Change
+$14.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$451M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$158M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$47.4M
4
WCM
4
Wedge Capital Management
North Carolina
$32.5M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$36.3M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$83M
2
JAM
2
Jupiter Asset Management
United Kingdom
$325M
3
BlackRock
3
BlackRock
New York
$675M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$693M
5
Swedbank
5
Swedbank
Sweden
$7.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
76
Wells Fargo
California
$7.11M 201,324 -239,178 -54%
ICM
77
Invenomic Capital Management
Massachusetts
$6.42M 181,841 -641,803 -78%
Stifel Financial
78
Stifel Financial
Missouri
$6.42M 181,628 +48,785 +37%
N
79
Natixis
France
$6.36M 180,000 +180,000 New
Teacher Retirement System of Texas
80
Teacher Retirement System of Texas
Texas
$6.34M 179,495 -72,675 -29%
DWA
81
Dorsey Wright & Associates
California
$6.28M 177,884 +177,884 New
LHC
82
Lodge Hill Capital
New York
$6.18M 175,000 -325,000 -65%
ACM
83
AlphaCrest Capital Management
New York
$5.68M 160,928 +160,928 New
RB
84
Rodgers Brothers
Pennsylvania
$5.63M 159,350 -30,500 -16%
SDIC
85
South Dakota Investment Council
South Dakota
$5.5M 155,725 -215,722 -58%
MVP
86
Miller Value Partners
Florida
$5.46M 154,500 -255,500 -62%
CWA
87
Carolina Wealth Advisors
South Carolina
$5.32M 150,468 -750 -0.5%
Osaic Holdings
88
Osaic Holdings
Arizona
$5.25M 148,551 +119,393 +409%
AIMCA
89
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.2M 147,201 +76,812 +109%
Canada Life
90
Canada Life
Manitoba, Canada
$5.07M 143,599 +26,687 +23%
CS
91
Credit Suisse
Switzerland
$5.03M 142,259 -15,963 -10%
BA
92
Bridgewater Associates
Connecticut
$4.96M 140,417 +131,474 +1,470%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$4.83M 136,863 +84,832 +163%
Manulife (Manufacturers Life Insurance)
94
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.74M 134,168 -5,527 -4%
MOACM
95
Mutual of America Capital Management
New York
$4.72M 133,505 -16,543 -11%
AB
96
Amalgamated Bank
New York
$4.71M 133,216 +11,169 +9%
Comerica Bank
97
Comerica Bank
Texas
$4.56M 119,678 +36,455 +44%
Two Sigma Investments
98
Two Sigma Investments
New York
$4.56M 128,953 +128,953 New
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$4.39M 124,252 +18,753 +18%
EGM
100
Engineers Gate Manager
New York
$4.3M 121,712 +81,445 +202%
2 3
4
5 6