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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 %
Jane Street
151
Jane Street
New York
$1.28M 54,417 +19,867 +58%
EGM
152
Engineers Gate Manager
New York
$1.28M 54,148 +37,451 +224%
RCM
153
Rings Capital Management
Illinois
$1.25M 53,000 -100,000 -65%
Commonwealth Equity Services
154
Commonwealth Equity Services
Massachusetts
$1.23M 52,390 +2,984 +6%
SA
155
Shilanski & Associates
Alaska
$1.2M 50,552 +511 +1%
LPL Financial
156
LPL Financial
California
$1.16M 49,141 -16,055 -25%
TCM
157
Teza Capital Management
Illinois
$1.16M 49,087 +32,698 +200%
ASRS
158
Arizona State Retirement System
Arizona
$1.13M 47,923 -1,497 -3%
AIP
159
Ameritas Investment Partners
Nebraska
$1.11M 47,165 – –
HCM
160
Hodges Capital Management
Texas
$1.11M 47,092 -631 -1%
VIA
161
Vident Investment Advisory
Georgia
$1.11M 47,113 +9,570 +25%
Thrivent Financial for Lutherans
162
Thrivent Financial for Lutherans
Minnesota
$1.09M 46,309 -232 -0.5%
CI
163
Ceera Investments
Texas
$1.09M 46,264 +11,339 +32%
ACM
164
Argyle Capital Management
Pennsylvania
$1.08M 45,950 – –
HCM
165
Huber Capital Management
California
$1.08M 45,817 -9,800 -18%
LSERS
166
Louisiana State Employees Retirement System
Louisiana
$1.06M 45,100 -300 -0.7%
SOMRS
167
State of Michigan Retirement System
Michigan
$1.05M 44,500 -100 -0.2%
Macquarie Group
168
Macquarie Group
Australia
$1.04M 44,246 – –
CSS
169
Cubist Systematic Strategies
Connecticut
$1.02M 43,315 -75,812 -64%
PP
170
Paloma Partners
Connecticut
$956K 40,563 +40,563 New
Holocene Advisors
171
Holocene Advisors
New York
$956K 40,587 +40,587 New
Bank of Nova Scotia
172
Bank of Nova Scotia
Ontario, Canada
$952K 40,394 +17,561 +77%
HCWM
173
Harrison & Co Wealth Management
Virginia
$951K 40,379 +40,379 New
SG Americas Securities
174
SG Americas Securities
New York
$950K 40,327 +40,327 New
CB
175
Commerce Bank
Missouri
$948K 40,225 +21 +0.1%
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7
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