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H&R Block
HRB

385 hedge funds and large institutions have $3.71B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 109 increasing their positions, 142 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $18M | Put options by funds: $11.1M

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

10% more capital invested

Capital invested by funds: $3.39B → $3.71B (+$322M)

3.46% more ownership

Funds ownership: 81.98% → 85.44% (+3.5%)

6% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 54

1% less funds holding

Funds holding: 387 → 385 (-2)

23% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 142

Holders
385
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.07%
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
109
Reduced
142
Closed
54
Calls
$18M
Puts
$11.1M
Net Calls
+$6.88M
Net Calls Change
+$13.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$196M
2
Charles Schwab
Charles Schwab
California
+$46.9M
3
State Street
State Street
Massachusetts
+$23.3M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
+$10.3M
5
ICM
Invenomic Capital Management
Massachusetts
+$7.76M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$97M
2
BlackRock
BlackRock
New York
-$46.9M
3
First Trust Advisors
First Trust Advisors
Illinois
-$30M
4
Northern Trust
Northern Trust
Illinois
-$25.2M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$24.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
APF
101
Alaska Permanent Fund
Alaska
$2.66M – – –
Axa
102
Axa
France
$2.65M -$1.15M -47,200 -32%
VRS
103
Virginia Retirement Systems
Virginia
$2.63M +$269K +11,100 +12%
RFG
104
Range Financial Group
Oregon
$2.54M +$77.5K +3,191 +3%
RJFSA
105
Raymond James Financial Services Advisors
Florida
$2.46M +$268K +11,037 +13%
YCM
106
Yousif Capital Management
Michigan
$2.44M -$88.7K -3,655 -4%
TI
107
Tidal Investments
Wisconsin
$2.43M +$1.38M +56,824 +156%
RIG
108
Roosevelt Investment Group
New York
$2.4M – – –
GC
109
Guggenheim Capital
Illinois
$2.39M +$53.4K +2,201 +2%
KWILP
110
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.39M – – –
Barclays
111
Barclays
United Kingdom
$2.39M -$1.02M -42,154 -32%
Comerica Bank
112
Comerica Bank
Texas
$2.33M -$97.5K -4,016 -5%
T. Rowe Price Associates
113
T. Rowe Price Associates
Maryland
$2.29M +$130K +5,360 +6%
SG Americas Securities
114
SG Americas Securities
New York
$2.28M +$1.14M +47,152 +117%
Man Group
115
Man Group
United Kingdom
$2.27M +$416K +17,128 +24%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.23M -$217K -8,939 -9%
RJA
117
Raymond James & Associates
Florida
$2.22M -$238K -9,791 -10%
HI
118
Human Investing
Oregon
$2.17M -$368K -15,145 -15%
SCP
119
Seizert Capital Partners
Michigan
$2.12M +$1.63K +67 +0.1%
WAM
120
Weiss Asset Management
Massachusetts
$2.12M +$1.97M +81,337 New
RGI
121
River Global Investors
United Kingdom
$2.1M -$299K -12,300 -13%
SGCA
122
Steel Grove Capital Advisors
Tennessee
$2.02M +$83K +3,418 +5%
XWM
123
Xcel Wealth Management
Florida
$2.01M +$1.88M +77,350 New
OSIA
124
O'Shares Investment Advisers
Massachusetts
$1.91M +$95.9K +3,950 +6%
QC
125
Quantedge Capital
Singapore
$1.91M -$517K -21,300 -23%
3 4
5
6 7

HRB Hedge Fund Activity: Q1 2022 in Review

385 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q1 2022, worth a combined $3.71B — up 9.5% from $3.39B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new HRB positions and 54 closed out — a net gain of 3 holders — while 109 added to existing stakes and 142 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $196M. The largest seller was Vanguard Group, cutting an estimated $97M.

  • 385 institutional investors held H&R Block (HRB) as of Q1 2022, down from 387 in Q4 2021.
  • Funds reported $3.71B of H&R Block stock for Q1 2022, up 9.5% quarter-over-quarter.
  • 57 funds opened new H&R Block positions in Q1 2022 and 54 closed out, a net change of +3 holders.
  • The largest H&R Block buyer in Q1 2022 was Fidelity Investments, an estimated $196M added.
  • The largest H&R Block seller in Q1 2022 was Vanguard Group, an estimated $97M sold.

Based on aggregated 13F filings for Q1 2022.