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H&R Block
HRB

Overview Fund Activity

386 hedge funds and large institutions have $3.38B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 44 closing their positions.

Holders
386
Holders Change
-5
Holders Change %
-1.28%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
43
Increased
125
Reduced
144
Closed
44
Calls
$20.6M
Puts
$26.9M
Net Calls
-$6.29M
Net Calls Change
+$567K

Top Buyers

1
BlackRock
1
BlackRock
New York
$534M
2
RA
2
Royce & Associates
New York
$42.6M
3
LHC
3
Lodge Hill Capital
New York
$16.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$11.3M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$8.07M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$8.67M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$19.6M
3
JAM
3
Jupiter Asset Management
United Kingdom
$262M
4
American Century Companies
4
American Century Companies
Missouri
$15M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$1.94M 82,500 -3,408 -4%
WG
127
Winton Group
United Kingdom
$1.92M 81,545 +39,217 +93%
SCP
128
Seizert Capital Partners
Michigan
$1.92M 81,515 +81,515 New
Comerica Bank
129
Comerica Bank
Texas
$1.91M 87,239 +123 +0.1%
SGCA
130
Steel Grove Capital Advisors
Tennessee
$1.74M 74,034 +557 +0.8%
RHAM
131
Round Hill Asset Management
California
$1.67M 70,954 -1,100 -2%
AIMCA
132
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.66M 70,389 +13,589 +24%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$1.65M 70,192 -78,620 -53%
Man Group
134
Man Group
United Kingdom
$1.65M 70,197 -44,528 -39%
SMFG
135
Sumitomo Mitsui Financial Group
Japan
$1.65M 10,178 +10,178 New
OSIA
136
O'Shares Investment Advisers
Massachusetts
$1.64M 69,571 +2,391 +4%
Simplex Trading
137
Simplex Trading
Illinois
$1.63M 69,172 +15,116 +28%
MCM
138
Mork Capital Management
California
$1.52M 64,500 – –
HF
139
HRT Financial
New York
$1.51M 64,010 +24,464 +62%
Treasurer of the State of North Carolina
140
Treasurer of the State of North Carolina
North Carolina
$1.5M 63,742 -460 -0.7%
AAM
141
Auxier Asset Management
Oregon
$1.44M 61,302 -300 -0.5%
NIPH
142
NN Investment Partners Holdings
Netherlands
$1.41M 59,600 -4,300 -7%
DADC
143
D.A. Davidson & Co
Montana
$1.4M 59,568 +822 +1%
Citigroup
144
Citigroup
New York
$1.4M 59,358 -179,083 -75%
GF
145
Gabelli Funds
New York
$1.38M 58,500 -20,000 -25%
COPPSERS
146
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.37M 58,229 -596 -1%
BC
147
Barnett & Company
Tennessee
$1.37M 58,100 -750 -1%
OPERF
148
Oregon Public Employees Retirement Fund
Oregon
$1.36M 57,863 -3,300 -5%
Susquehanna International Group
149
Susquehanna International Group
Pennsylvania
$1.36M 57,827 -27,327 -32%
CIP
150
Convergence Investment Partners
Florida
$1.36M 57,609 -440 -0.8%
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