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H&R Block
HRB

Overview Fund Activity

456 hedge funds and large institutions have $5.86B invested in H&R Block in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 132 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.89%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
74
Increased
132
Reduced
176
Closed
45
Calls
$129M
Puts
$75.2M
Net Calls
+$53.4M
Net Calls Change
+$31.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$358M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$624M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$52.9M
4
BlackRock
BlackRock
New York
$845M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$48.6M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
$100M
2
Vanguard Group
Vanguard Group
Pennsylvania
$798M
3
Artisan Partners
Artisan Partners
Wisconsin
$52.2M
4
State Street
State Street
Massachusetts
$299M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aviva
126
Aviva
United Kingdom
$3.09M -$1.61M -37,920 -34%
Prudential Financial
127
Prudential Financial
New Jersey
$3.05M +$2.36M +54,435 +342%
PI
128
PGGM Investments
Netherlands
$3.03M +$3.03M +71,207 New
SMFG
129
Sumitomo Mitsui Financial Group
Japan
$3.03M -$25.7M -460,265 -89%
RHAM
130
Round Hill Asset Management
California
$3.01M -$27.7K -652 -0.9%
APF
131
Alaska Permanent Fund
Alaska
$3M – – –
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$2.91M -$51.5K -1,210 -2%
BCM
133
Bridgeway Capital Management
Texas
$2.85M +$2.85M +67,100 New
EGI
134
EAM Global Investors
California
$2.82M -$464K -10,898 -14%
APG Asset Management
135
APG Asset Management
Netherlands
$2.81M +$2.81M +64,600 New
OTPPB
136
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.8M +$2.21M +51,844 +372%
TI
137
Tidal Investments
Wisconsin
$2.8M -$1.95M -45,754 -41%
Janus Henderson Group
138
Janus Henderson Group
United Kingdom
$2.71M +$1.23M +28,849 +83%
COPPSERS
139
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.69M +$4.04K +95 +0.2%
LP
140
LMR Partners
United Kingdom
$2.68M +$2.05M +48,182 +327%
HWAM
141
Hennion & Walsh Asset Management
New Jersey
$2.64M +$494K +11,622 +23%
QC
142
Quadrature Capital
United Kingdom
$2.63M +$2.25M +52,901 +603%
WBC
143
Westpac Banking Corp
Australia
$2.6M +$2.6M +61,131 New
HI
144
Human Investing
Oregon
$2.58M -$863K -20,282 -25%
DADC
145
D.A. Davidson & Co
Montana
$2.52M -$143K -3,366 -5%
VOYA Investment Management
146
VOYA Investment Management
Georgia
$2.5M -$136K -3,201 -5%
Truist Financial
147
Truist Financial
North Carolina
$2.5M +$12K +283 +0.5%
Canada Pension Plan Investment Board
148
Canada Pension Plan Investment Board
Ontario, Canada
$2.49M +$2.49M +58,600 New
Two Sigma Investments
149
Two Sigma Investments
New York
$2.47M -$3.02M -70,900 -55%
SGCA
150
Steel Grove Capital Advisors
Tennessee
$2.44M -$760K -17,864 -24%
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