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H&R Block
HRB

Overview Fund Activity

450 hedge funds and large institutions have $5.15B invested in H&R Block in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 146 increasing their positions, 157 reducing their positions, and 62 closing their positions.

Holders
450
Holders Change
-6
Holders Change %
-1.32%
% of All Funds
7.26%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
70
Increased
146
Reduced
157
Closed
62
Calls
$74M
Puts
$67.5M
Net Calls
+$6.46M
Net Calls Change
-$46.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$699M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$111M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$41.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$48.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$38.3M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$617M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$38.7M
4
FFH
4
Fairfax Financial Holdings
Ontario, Canada
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$77.2M
Name Market Value Shares Shares
Change 		Shares
Change %
HWAM
126
Hennion & Walsh Asset Management
New Jersey
$2.66M 72,772 +10,754 +17%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$2.65M 72,532 -5,501 -7%
DTL
128
Dynamic Technology Lab
Singapore
$2.63M 71,941 +57,583 +401%
OTPPB
129
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.61M 71,596 +5,819 +9%
PI
130
PGGM Investments
Netherlands
$2.61M 71,448 +241 +0.3%
APF
131
Alaska Permanent Fund
Alaska
$2.57M 70,400 – –
COPPSERS
132
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.55M 69,939 +6,663 +11%
EP
133
Edgestream Partners
New Jersey
$2.54M 69,633 +54,071 +347%
Walleye Trading
134
Walleye Trading
New York
$2.53M 69,268 +40,248 +139%
Truist Financial
135
Truist Financial
North Carolina
$2.48M 68,031 +9,173 +16%
RHAM
136
Round Hill Asset Management
California
$2.48M 67,952 -2,700 -4%
RJA
137
Raymond James & Associates
Florida
$2.35M 64,282 -20,317 -24%
Deutsche Bank
138
Deutsche Bank
Germany
$2.22M 60,917 +16,718 +38%
GT
139
Glenmede Trust
Pennsylvania
$2.22M 60,911 -25,875 -30%
Thrivent Financial for Lutherans
140
Thrivent Financial for Lutherans
Minnesota
$2.22M 60,784 +18,545 +44%
KWILP
141
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.2M 60,193 +15,740 +35%
TA
142
Tectonic Advisors
Texas
$2.19M 59,964 +8,357 +16%
Jane Street
143
Jane Street
New York
$2.18M 59,585 -48,258 -45%
Prudential Financial
144
Prudential Financial
New Jersey
$2.16M 59,213 -11,131 -16%
WBC
145
Westpac Banking Corp
Australia
$2.1M 57,408 -3,723 -6%
Russell Investments Group
146
Russell Investments Group
United Kingdom
$2.06M 56,384 -22,668 -29%
DADC
147
D.A. Davidson & Co
Montana
$2.02M 55,317 -4,003 -7%
AAM
148
Auxier Asset Management
Oregon
$1.97M 54,082 -100 -0.2%
HI
149
Human Investing
Oregon
$1.96M 53,786 -6,850 -11%
RCM
150
Rings Capital Management
Illinois
$1.94M 53,000 – –
4 5
6
7 8