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H&R Block
HRB

Overview Fund Activity

420 hedge funds and large institutions have $5.06B invested in H&R Block in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 139 increasing their positions, 164 reducing their positions, and 75 closing their positions.

Holders
420
Holders Change
-30
Holders Change %
-6.67%
% of All Funds
6.72%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
50
Increased
139
Reduced
164
Closed
75
Calls
$64.4M
Puts
$45.8M
Net Calls
+$18.7M
Net Calls Change
+$12.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$805M
2
Boston Partners
2
Boston Partners
Massachusetts
$123M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$180M
4
Citadel Advisors
4
Citadel Advisors
Florida
$29.5M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$55.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$654M
2
State Street
2
State Street
Massachusetts
$201M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$507K
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$18.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$569M
Name Market Value Shares Shares
Change 		Shares
Change %
OQS
101
Occudo Quantitative Strategies
Florida
$3.15M 89,371 +89,371 New
State of New Jersey Common Pension Fund D
102
State of New Jersey Common Pension Fund D
New Jersey
$3.14M 89,044 -3,759 -4%
Treasurer of the State of North Carolina
103
Treasurer of the State of North Carolina
North Carolina
$3.12M 88,356 -1,183 -1%
DekaBank Deutsche Girozentrale
104
DekaBank Deutsche Girozentrale
Germany
$3.07M 89,458 +43,510 +95%
HWAM
105
Hennion & Walsh Asset Management
New Jersey
$3.04M 86,316 +13,544 +19%
T. Rowe Price Associates
106
T. Rowe Price Associates
Maryland
$2.98M 84,352 +1,160 +1%
Nomura Asset Management
107
Nomura Asset Management
Japan
$2.95M 83,670 -770 -0.9%
ECM
108
ExodusPoint Capital Management
New York
$2.94M 83,394 +83,394 New
CGH
109
Crossmark Global Holdings
Texas
$2.94M 83,322 -9,140 -10%
YCM
110
Yousif Capital Management
Michigan
$2.86M 81,237 -2,695 -3%
E
111
Ergoteles
New York
$2.84M 80,538 +80,538 New
DTL
112
Dynamic Technology Lab
Singapore
$2.77M 78,455 +6,514 +9%
Jane Street
113
Jane Street
New York
$2.76M 78,299 +18,714 +31%
HSA
114
Hussman Strategic Advisors
Maryland
$2.73M 77,500 +58,900 +317%
TI
115
Tidal Investments
Wisconsin
$2.71M 76,967 -15,088 -16%
TA
116
Tectonic Advisors
Texas
$2.68M 75,971 +16,007 +27%
VRS
117
Virginia Retirement Systems
Virginia
$2.67M 75,700 +1,400 +2%
Massachusetts Financial Services
118
Massachusetts Financial Services
Massachusetts
$2.6M 73,761 +28,942 +65%
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$2.6M 73,706 +41,892 +132%
EF
120
Empowered Funds
Pennsylvania
$2.58M 73,276 +73,276 New
Osaic Holdings
121
Osaic Holdings
Arizona
$2.52M 71,525 -6,173 -8%
PI
122
PGGM Investments
Netherlands
$2.52M 71,448 – –
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$2.42M 68,603 -3,929 -5%
COPPSERS
124
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.42M 68,586 -1,353 -2%
RHAM
125
Round Hill Asset Management
California
$2.4M 68,102 +150 +0.2%
3 4
5
6 7