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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $3.73B invested in H&R Block in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 50 closing their positions.

Holders
391
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
6.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
57
Increased
108
Reduced
140
Closed
50
Calls
$28.3M
Puts
$35.1M
Net Calls
-$6.85M
Net Calls Change
+$2.15M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.6M
2
American Century Companies
2
American Century Companies
Missouri
$38.5M
3
Northern Trust
3
Northern Trust
Illinois
$76.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$44M
5
AssetMark Inc
5
AssetMark Inc
California
$12.6M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.14M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$626M
3
Franklin Resources
3
Franklin Resources
California
$34.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.2M
5
Man Group
5
Man Group
United Kingdom
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$2.15M 85,908 +39 +0%
Two Sigma Investments
127
Two Sigma Investments
New York
$2.14M 85,740 -1,093,104 -93%
Comerica Bank
128
Comerica Bank
Texas
$2.14M 87,116 -18,651 -18%
MIM
129
MetLife Investment Management
New Jersey
$2.14M 85,539 -5,117 -6%
Susquehanna International Group
130
Susquehanna International Group
Pennsylvania
$2.13M 85,154 +20,193 +31%
RIG
131
Roosevelt Investment Group
New York
$2.13M 85,000 – –
IEFM
132
IQ EQ Fund Management
Ireland
$2.11M 84,461 -4,970 -6%
Jennison Associates
133
Jennison Associates
New York
$2.08M 83,157 +83,157 New
QC
134
Quantedge Capital
Singapore
$2.06M 82,500 – –
RJFSA
135
Raymond James Financial Services Advisors
Florida
$2.02M 80,879 +4,848 +6%
GF
136
Gabelli Funds
New York
$1.96M 78,500 -70,000 -47%
BAM
137
Blueshift Asset Management
New Jersey
$1.96M 78,449 +78,449 New
KWM
138
Kingsview Wealth Management
Oregon
$1.95M 77,817 +65,350 +524%
Millennium Management
139
Millennium Management
New York
$1.94M 77,761 -609,177 -89%
RJA
140
Raymond James & Associates
Florida
$1.87M 74,862 -43,752 -37%
SGCA
141
Steel Grove Capital Advisors
Tennessee
$1.84M 73,477 +73,477 New
RHAM
142
Round Hill Asset Management
California
$1.8M 72,054 -350 -0.5%
OSIA
143
O'Shares Investment Advisers
Massachusetts
$1.68M 67,180 +67,180 New
JF
144
Jump Financial
Illinois
$1.68M 67,100 +67,100 New
LPL Financial
145
LPL Financial
California
$1.63M 65,196 -10,643 -14%
MCM
146
Mork Capital Management
California
$1.61M 64,500 – –
Treasurer of the State of North Carolina
147
Treasurer of the State of North Carolina
North Carolina
$1.61M 64,202 +999 +2%
NIPH
148
NN Investment Partners Holdings
Netherlands
$1.6M 63,900 +63,900 New
AAM
149
Auxier Asset Management
Oregon
$1.54M 61,602 -150 -0.2%
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$1.53M 61,163 -1,422 -2%
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