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H&R Block
HRB

Overview Fund Activity

456 hedge funds and large institutions have $5.86B invested in H&R Block in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 132 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.89%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
74
Increased
132
Reduced
176
Closed
45
Calls
$129M
Puts
$75.2M
Net Calls
+$53.4M
Net Calls Change
+$31.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$358M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$624M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$52.9M
4
BlackRock
4
BlackRock
New York
$845M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$48.6M

Top Sellers

1
JAM
1
Jupiter Asset Management
United Kingdom
$100M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$798M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$52.2M
4
State Street
4
State Street
Massachusetts
$299M
5
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
76
Financial Counselors Inc
Kansas
$8.75M -$1.04M -24,521 -11%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$8.45M -$6.06M -142,524 -42%
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$8.41M -$159K -3,730 -2%
Teacher Retirement System of Texas
79
Teacher Retirement System of Texas
Texas
$8.3M +$663K +15,597 +9%
Stifel Financial
80
Stifel Financial
Missouri
$8.14M +$411K +9,668 +5%
ACM
81
Atika Capital Management
New York
$7.53M +$7.53M +177,000 New
Ensign Peak Advisors
82
Ensign Peak Advisors
Utah
$7.52M +$4.28M +100,510 +132%
Canada Life
83
Canada Life
Manitoba, Canada
$7.02M +$913K +21,473 +15%
RB
84
Rodgers Brothers
Pennsylvania
$6.37M -$410K -9,650 -6%
Tudor Investment Corp
85
Tudor Investment Corp
Connecticut
$6.36M +$5.03M +118,320 +379%
Barclays
86
Barclays
United Kingdom
$6.33M -$3.29M -77,303 -34%
AIMCA
87
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.26M – – –
Los Angeles Capital Management
88
Los Angeles Capital Management
California
$6.15M +$6.15M +144,519 New
CS
89
Credit Suisse
Switzerland
$5.98M -$68.5K -1,611 -1%
Millennium Management
90
Millennium Management
New York
$5.57M -$18.7M -439,189 -77%
SDIC
91
South Dakota Investment Council
South Dakota
$5.55M -$1.07M -25,155 -16%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.51M -$197K -4,629 -3%
MOACM
93
Mutual of America Capital Management
New York
$5.45M -$225K -5,300 -4%
Allianz Asset Management
94
Allianz Asset Management
Germany
$5.41M +$4.36M +102,595 +416%
TPM
95
Triasima Portfolio Management
Quebec, Canada
$5.28M +$1.98M +46,555 +60%
AB
96
Amalgamated Bank
New York
$5.16M -$509K -11,960 -9%
LHC
97
Lodge Hill Capital
New York
$5.11M -$2.34M -55,000 -31%
Citigroup
98
Citigroup
New York
$4.97M -$4M -94,096 -45%
TPSF
99
Texas Permanent School Fund
Texas
$4.88M -$49K -1,151 -1%
Comerica Bank
100
Comerica Bank
Texas
$4.86M -$117K -2,805 -2%
2 3
4
5 6