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H&R Block
HRB

Overview Fund Activity

450 hedge funds and large institutions have $5.15B invested in H&R Block in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 146 increasing their positions, 157 reducing their positions, and 62 closing their positions.

Holders
450
Holders Change
-6
Holders Change %
-1.32%
% of All Funds
7.26%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
70
Increased
146
Reduced
157
Closed
62
Calls
$74M
Puts
$67.5M
Net Calls
+$6.46M
Net Calls Change
-$46.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$699M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$111M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$41.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$48.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$38.3M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$617M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$38.7M
4
FFH
4
Fairfax Financial Holdings
Ontario, Canada
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$77.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SFI
76
Susquehanna Fundamental Investments
Pennsylvania
$6.94M 190,199 -45,966 -19%
CS
77
Credit Suisse
Switzerland
$6.91M 189,308 +48,660 +35%
Stifel Financial
78
Stifel Financial
Missouri
$6.89M 188,601 -2,695 -1%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$6.83M 187,060 -21,195 -10%
TC
80
TwinBeech Capital
New York
$6.76M 185,053 +185,053 New
Amundi
81
Amundi
France
$6.42M 169,794 +169,794 New
Canada Life
82
Canada Life
Manitoba, Canada
$6.38M 174,281 +9,209 +6%
Ensign Peak Advisors
83
Ensign Peak Advisors
Utah
$6.36M 174,135 -2,590 -1%
Allianz Asset Management
84
Allianz Asset Management
Germany
$6.09M 166,681 +39,442 +31%
Wells Fargo
85
Wells Fargo
California
$5.96M 163,278 -88,776 -35%
AAM
86
Advisors Asset Management
Colorado
$5.91M 161,791 -97,424 -38%
Teacher Retirement System of Texas
87
Teacher Retirement System of Texas
Texas
$5.81M 159,187 -35,905 -18%
QC
88
Quantedge Capital
Singapore
$5.54M 151,746 +61,246 +68%
RB
89
Rodgers Brothers
Pennsylvania
$5.47M 149,700 – –
AIMCA
90
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.24M 143,483 -3,718 -3%
Corient Private Wealth
91
Corient Private Wealth
Florida
$5.11M 139,833 +139,833 New
BA
92
Bridgewater Associates
Connecticut
$5.04M 138,036 +89,869 +187%
AB
93
Amalgamated Bank
New York
$4.84M 132,632 +11,376 +9%
Axa
94
Axa
France
$4.72M 129,400 +109,000 +534%
MOACM
95
Mutual of America Capital Management
New York
$4.66M 127,752 -453 -0.4%
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.58M 125,567 -3,972 -3%
TPM
97
Triasima Portfolio Management
Quebec, Canada
$4.51M 123,530 -570 -0.5%
Barclays
98
Barclays
United Kingdom
$4.41M 120,844 -27,882 -19%
Comerica Bank
99
Comerica Bank
Texas
$4.32M 113,116 -3,757 -3%
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$4.31M 118,103 +7,730 +7%
2 3
4
5 6