HRB icon

H&R Block
HRB

Overview Fund Activity

433 hedge funds and large institutions have $4.92B invested in H&R Block in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 115 increasing their positions, 146 reducing their positions, and 50 closing their positions.

Holders
433
Holders Change
+49
Holders Change %
+12.76%
% of All Funds
7.32%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
108
Increased
115
Reduced
146
Closed
50
Calls
$81.3M
Puts
$59.8M
Net Calls
+$21.5M
Net Calls Change
+$14.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$451M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$158M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$47.4M
4
WCM
4
Wedge Capital Management
North Carolina
$32.5M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$36.3M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$83M
2
JAM
2
Jupiter Asset Management
United Kingdom
$325M
3
BlackRock
3
BlackRock
New York
$675M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$693M
5
Swedbank
5
Swedbank
Sweden
$7.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Ensign Peak Advisors
126
Ensign Peak Advisors
Utah
$2.69M 76,215 +8,910 +13%
SGCA
127
Steel Grove Capital Advisors
Tennessee
$2.66M 75,266 -2,186 -3%
RHAM
128
Round Hill Asset Management
California
$2.52M 71,304 +100 +0.1%
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$2.5M 70,770 +1,900 +3%
JF
130
Jump Financial
Illinois
$2.49M 70,611 +29,780 +73%
APF
131
Alaska Permanent Fund
Alaska
$2.49M 70,400 -31,600 -31%
IEFM
132
IQ EQ Fund Management
Ireland
$2.46M 69,767 – –
Treasurer of the State of North Carolina
133
Treasurer of the State of North Carolina
North Carolina
$2.46M 69,540 +8,858 +15%
AG
134
Algert Global
California
$2.38M 67,505 +2,220 +3%
WI
135
WBI Investments
New Jersey
$2.38M 70,123 +70,123 New
HSBC Holdings
136
HSBC Holdings
United Kingdom
$2.35M 65,918 +42,240 +178%
COPPSERS
137
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.23M 63,181 +2,879 +5%
DADC
138
D.A. Davidson & Co
Montana
$2.21M 62,686 -1,535 -2%
VOYA Investment Management
139
VOYA Investment Management
Georgia
$2.19M 62,070 -55,857 -47%
AAM
140
Auxier Asset Management
Oregon
$2.13M 60,252 -1,050 -2%
Truist Financial
141
Truist Financial
North Carolina
$2.07M 58,575 +46,113 +370%
Franklin Resources
142
Franklin Resources
California
$2.05M 58,107 -300,374 -84%
LPL Financial
143
LPL Financial
California
$2.02M 57,315 +7,665 +15%
Connor, Clark & Lunn Investment Management (CC&L)
144
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.01M 56,808 +56,808 New
SSA
145
Schonfeld Strategic Advisors
New York
$1.98M 56,100 +14,064 +33%
RGI
146
River Global Investors
United Kingdom
$1.94M 54,765 -25,635 -32%
GF
147
Gabelli Funds
New York
$1.89M 53,500 -5,000 -9%
TI
148
Trexquant Investment
Connecticut
$1.87M 53,054 +53,054 New
QC
149
Quantedge Capital
Singapore
$1.87M 53,000 -20,200 -28%
RCM
150
Rings Capital Management
Illinois
$1.87M 53,000 – –
4 5
6
7 8