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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 %
Osaic Holdings
101
Osaic Holdings
Arizona
$4.77M -$1.55M -36,461 -25%
Nisa Investment Advisors
102
Nisa Investment Advisors
Missouri
$4.68M +$1.68M +39,603 +56%
N
103
Natixis
France
$4.68M -$2.98M -70,000 -39%
MIM
104
MetLife Investment Management
New Jersey
$4.59M -$63.5K -1,493 -1%
Jane Street
105
Jane Street
New York
$4.59M +$3.14M +73,769 +216%
KIM
106
Kestrel Investment Management
California
$4.42M -$5.73M -134,650 -56%
RIG
107
Roosevelt Investment Group
New York
$4.04M +$128K +3,000 +3%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$3.95M -$209K -4,908 -5%
QC
109
Quantedge Capital
Singapore
$3.85M +$1.6M +37,500 +71%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.78M +$295K +6,940 +8%
IIM
111
INTECH Investment Management
Florida
$3.72M -$811K -19,066 -18%
GT
112
Glenmede Trust
Pennsylvania
$3.69M +$1.65M +38,867 +81%
CGH
113
Crossmark Global Holdings
Texas
$3.67M -$562K -13,200 -13%
LPL Financial
114
LPL Financial
California
$3.67M +$1.23M +28,910 +50%
YCM
115
Yousif Capital Management
Michigan
$3.61M -$384K -9,034 -10%
RJA
116
Raymond James & Associates
Florida
$3.6M +$257K +6,046 +8%
Nomura Asset Management
117
Nomura Asset Management
Japan
$3.59M +$3.51M +82,580 +4,440%
ZIM
118
Zacks Investment Management
Illinois
$3.48M +$3.48M +81,857 New
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$3.42M -$300K -7,055 -8%
EVM
120
Eaton Vance Management
Massachusetts
$3.38M +$37.9K +892 +1%
Russell Investments Group
121
Russell Investments Group
United Kingdom
$3.38M -$1.46M -34,097 -30%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$3.32M -$1.97M -46,219 -37%
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$3.24M +$3.24M +76,117 New
VRS
124
Virginia Retirement Systems
Virginia
$3.21M +$3.21M +75,400 New
TI
125
Trexquant Investment
Connecticut
$3.2M +$944K +22,187 +42%
3 4
5
6 7