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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 %
PCM
101
Portolan Capital Management
Massachusetts
$2.61M 110,894 -247,661 -69%
TC
102
TwinBeech Capital
New York
$2.56M 108,796 +108,796 New
Canada Life
103
Canada Life
Manitoba, Canada
$2.49M 105,845 +11,993 +13%
Amundi
104
Amundi
France
$2.47M 104,923 -54,361 -34%
APF
105
Alaska Permanent Fund
Alaska
$2.33M 102,000 – –
HI
106
Human Investing
Oregon
$2.32M 98,543 -435 -0.4%
BC
107
Burney Company
Virginia
$2.29M 97,368 -2,619 -3%
YCM
108
Yousif Capital Management
Michigan
$2.29M 97,181 +97,181 New
CGH
109
Crossmark Global Holdings
Texas
$2.26M 96,114 +77,300 +411%
BAM
110
Blueshift Asset Management
New Jersey
$2.25M 95,321 +16,872 +22%
RJA
111
Raymond James & Associates
Florida
$2.24M 95,065 +20,203 +27%
Ohio Public Employees Retirement System (OPERS)
112
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.23M 94,538 -18,392 -16%
QC
113
Quantedge Capital
Singapore
$2.23M 94,500 +12,000 +15%
RFG
114
Range Financial Group
Oregon
$2.22M 94,356 +331 +0.4%
GCP
115
GSA Capital Partners
United Kingdom
$2.22M 94,361 +94,361 New
RGI
116
River Global Investors
United Kingdom
$2.18M 92,700 +540 +0.6%
RIG
117
Roosevelt Investment Group
New York
$2.17M 92,000 +7,000 +8%
KWILP
118
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.16M 91,700 -2,423 -3%
GC
119
Guggenheim Capital
Illinois
$2.11M 89,590 -91,834 -51%
SFI
120
Susquehanna Fundamental Investments
Pennsylvania
$2.05M 86,930 -92,760 -52%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$2.04M 86,485 +58,686 +211%
IEFM
122
IQ EQ Fund Management
Ireland
$2.02M 85,855 +1,394 +2%
MIM
123
MetLife Investment Management
New Jersey
$2.01M 85,112 -427 -0.5%
EP
124
Edgestream Partners
New Jersey
$1.99M 84,528 +84,528 New
RJFSA
125
Raymond James Financial Services Advisors
Florida
$1.97M 83,387 +2,508 +3%
3 4
5
6 7