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H&R Block
HRB

Overview Fund Activity

384 hedge funds and large institutions have $3.7B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 142 reducing their positions, and 54 closing their positions.

Holders
384
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
57
Increased
108
Reduced
142
Closed
54
Calls
$18M
Puts
$11.1M
Net Calls
+$6.88M
Net Calls Change
+$13.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$211M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$60.9M
3
Charles Schwab
3
Charles Schwab
California
$77.3M
4
State Street
4
State Street
Massachusetts
$207M
5
FC
5
Franchise Capital
Cayman Islands
$6.96M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$533M
2
BlackRock
2
BlackRock
New York
$540M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$10.7M
4
Northern Trust
4
Northern Trust
Illinois
$51.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.9M
Name Market Value Shares Shares
Change 		Shares
Change %
D.E. Shaw & Co
126
D.E. Shaw & Co
New York
$1.9M 72,904 -1,002,991 -93%
RHAM
127
Round Hill Asset Management
California
$1.85M 71,204 +250 +0.4%
AIMCA
128
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.83M 70,389 – –
Susquehanna International Group
129
Susquehanna International Group
Pennsylvania
$1.82M 69,994 +12,167 +21%
IEFM
130
IQ EQ Fund Management
Ireland
$1.82M 69,767 -16,088 -19%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$1.79M 68,870 +68,870 New
Ensign Peak Advisors
132
Ensign Peak Advisors
Utah
$1.75M 67,305 -2,887 -4%
CSS
133
Cubist Systematic Strategies
Connecticut
$1.71M 65,749 +22,434 +52%
AG
134
Algert Global
California
$1.7M 65,285 +65,285 New
DADC
135
D.A. Davidson & Co
Montana
$1.67M 64,221 +4,653 +8%
AAM
136
Auxier Asset Management
Oregon
$1.6M 61,302 – –
CIP
137
Convergence Investment Partners
Florida
$1.58M 60,706 +3,097 +5%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$1.58M 60,682 -3,060 -5%
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.57M 60,302 +2,073 +4%
Mitsubishi UFJ Trust & Banking
140
Mitsubishi UFJ Trust & Banking
Japan
$1.56M 59,700 -94,841 -61%
WG
141
Winton Group
United Kingdom
$1.55M 59,453 -22,092 -27%
GF
142
Gabelli Funds
New York
$1.52M 58,500 – –
BC
143
Barnett & Company
Tennessee
$1.48M 56,900 -1,200 -2%
OPERF
144
Oregon Public Employees Retirement Fund
Oregon
$1.46M 56,177 -1,686 -3%
GCP
145
GSA Capital Partners
United Kingdom
$1.43M 54,932 -39,429 -42%
RCM
146
Rings Capital Management
Illinois
$1.38M 53,000 – –
RIM
147
Redwood Investment Management
Arizona
$1.37M 52,501 +52,501 New
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$1.35M 52,031 -127,738 -71%
CAM
149
Concorde Asset Management
Michigan
$1.35M 51,877 +51,877 New
CIG
150
Cairn Investment Group
Washington
$1.33M 42,320 +3,830 +10%
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6
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