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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 %
EF
101
Empowered Funds
Pennsylvania
$4.26M 120,715 +120,715 New
TPSF
102
Texas Permanent School Fund
Texas
$4.1M 115,930 -720 -0.6%
Russell Investments Group
103
Russell Investments Group
United Kingdom
$3.97M 113,149 -837,304 -88%
TI
104
Tidal Investments
Wisconsin
$3.94M 111,515 +18,326 +20%
Aviva
105
Aviva
United Kingdom
$3.9M 110,445 +110,445 New
MIM
106
MetLife Investment Management
New Jersey
$3.87M 109,445 -2,897 -3%
WG
107
Winton Group
United Kingdom
$3.81M 107,903 +48,450 +81%
IIM
108
INTECH Investment Management
Florida
$3.77M 106,588 +106,588 New
CGH
109
Crossmark Global Holdings
Texas
$3.52M 99,514 +76,430 +331%
State of New Jersey Common Pension Fund D
110
State of New Jersey Common Pension Fund D
New Jersey
$3.45M 97,711 -10,522 -10%
GC
111
Guggenheim Capital
Illinois
$3.35M 94,760 +2,969 +3%
Macquarie Group
112
Macquarie Group
Australia
$3.33M 94,338 +50,092 +113%
YCM
113
Yousif Capital Management
Michigan
$3.32M 93,911 +385 +0.4%
RFG
114
Range Financial Group
Oregon
$3.27M 92,587 -4,960 -5%
RIG
115
Roosevelt Investment Group
New York
$3.25M 92,000 – –
T. Rowe Price Associates
116
T. Rowe Price Associates
Maryland
$3.08M 87,330 -530 -0.6%
HF
117
HRT Financial
New York
$2.96M 83,775 -156,215 -65%
Ohio Public Employees Retirement System (OPERS)
118
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.89M 81,854 -3,745 -4%
SCP
119
Seizert Capital Partners
Michigan
$2.88M 81,473 -109 -0.1%
HI
120
Human Investing
Oregon
$2.86M 80,918 -2,480 -3%
EVM
121
Eaton Vance Management
Massachusetts
$2.78M 78,677 +45,844 +140%
RJA
122
Raymond James & Associates
Florida
$2.78M 78,553 -6,721 -8%
TPM
123
Triasima Portfolio Management
Quebec, Canada
$2.74M 77,545 +77,545 New
AA
124
ALPS Advisors
Colorado
$2.74M 77,471 +77,471 New
EGI
125
EAM Global Investors
California
$2.73M 77,142 +77,142 New
3 4
5
6 7