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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 Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
151
LPL Financial
California
$1.29M +$13.3K +509 +1%
Commonwealth Equity Services
152
Commonwealth Equity Services
Massachusetts
$1.24M -$128K -4,911 -9%
ASRS
153
Arizona State Retirement System
Arizona
$1.24M -$11.7K -448 -0.9%
CI
154
Ceera Investments
Texas
$1.23M +$22.5K +865 +2%
HCM
155
Huber Capital Management
California
$1.22M +$28.7K +1,100 +2%
LSERS
156
Louisiana State Employees Retirement System
Louisiana
$1.21M -$56.1K -2,000 -4%
ACM
157
Argyle Capital Management
Pennsylvania
$1.2M – – –
HCM
158
Hodges Capital Management
Texas
$1.17M -$56.4K -2,167 -5%
AIP
159
Ameritas Investment Partners
Nebraska
$1.15M -$83.7K -3,212 -7%
MCM
160
Mork Capital Management
California
$1.13M -$552K -21,210 -33%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$1.12M -$86.3K -3,314 -7%
SSA
162
Schonfeld Strategic Advisors
New York
$1.1M +$1.1M +42,036 New
TA
163
Tectonic Advisors
Texas
$1.09M +$200K +7,686 +22%
SOMRS
164
State of Michigan Retirement System
Michigan
$1.09M -$71.2K -2,732 -6%
Mirae Asset Global Investments
165
Mirae Asset Global Investments
South Korea
$1.07M +$112K +4,289 +12%
JF
166
Jump Financial
Illinois
$1.06M +$1.06M +40,831 New
RWM
167
Ritholtz Wealth Management
New York
$1.06M +$510K +19,578 +92%
EGM
168
Engineers Gate Manager
New York
$1.05M -$362K -13,881 -26%
CB
169
Commerce Bank
Missouri
$1.05M +$1.61K +62 +0.2%
HCWM
170
Harrison & Co Wealth Management
Virginia
$1.03M -$20.3K -779 -2%
PP
171
Paloma Partners
Connecticut
$1.02M -$40.7K -1,563 -4%
HWAM
172
Hennion & Walsh Asset Management
New Jersey
$1.01M +$255K +9,791 +34%
TCM
173
Teza Capital Management
Illinois
$997K -$282K -10,816 -22%
Citigroup
174
Citigroup
New York
$991K -$555K -21,313 -36%
NMERB
175
New Mexico Educational Retirement Board
New Mexico
$990K – – –
5 6
7
8 9