HRB icon

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 %
Citigroup
101
Citigroup
New York
$4.12M 112,890 -4,020 -3%
SDIC
102
South Dakota Investment Council
South Dakota
$4.02M 109,970 -20,600 -16%
LPL Financial
103
LPL Financial
California
$3.94M 107,779 +21,554 +25%
TPSF
104
Texas Permanent School Fund
Texas
$3.82M 104,519 -10,260 -9%
CSS
105
Cubist Systematic Strategies
Connecticut
$3.81M 104,394 -147,457 -59%
SMFG
106
Sumitomo Mitsui Financial Group
Japan
$3.8M 60,350 +6,241 +12%
MIM
107
MetLife Investment Management
New Jersey
$3.76M 102,985 -4,967 -5%
KIM
108
Kestrel Investment Management
California
$3.7M 101,200 -2,700 -3%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$3.39M 92,803 – –
CGH
110
Crossmark Global Holdings
Texas
$3.38M 92,462 +6,148 +7%
TI
111
Tidal Investments
Wisconsin
$3.36M 92,055 +26,294 +40%
Federated Hermes
112
Federated Hermes
Pennsylvania
$3.32M 90,933 +63,338 +230%
MC
113
Maverick Capital
Texas
$3.31M 90,784 +57,941 +176%
Treasurer of the State of North Carolina
114
Treasurer of the State of North Carolina
North Carolina
$3.27M 89,539 +21,209 +31%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.26M 89,359 +565 +0.6%
Nomura Asset Management
116
Nomura Asset Management
Japan
$3.08M 84,440 – –
YCM
117
Yousif Capital Management
Michigan
$3.06M 83,932 -945 -1%
APG Asset Management
118
APG Asset Management
Netherlands
$3.06M 83,800 +19,200 +30%
T. Rowe Price Associates
119
T. Rowe Price Associates
Maryland
$3.04M 83,192 +2,917 +4%
ZIM
120
Zacks Investment Management
Illinois
$2.9M 79,314 -2,543 -3%
Janney Montgomery Scott
121
Janney Montgomery Scott
Pennsylvania
$2.85M 78,094 +1,977 +3%
Osaic Holdings
122
Osaic Holdings
Arizona
$2.84M 77,698 -34,392 -31%
IIM
123
INTECH Investment Management
Florida
$2.81M 77,011 -10,511 -12%
VRS
124
Virginia Retirement Systems
Virginia
$2.71M 74,300 -1,100 -1%
BAMF
125
BI Asset Management Fondsmaeglerselskab
Denmark
$2.68M 73,301 +73,301 New
3 4
5
6 7