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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 %
EP
151
Edgestream Partners
New Jersey
$1.86M 52,566 +21,556 +70%
Deutsche Bank
152
Deutsche Bank
Germany
$1.82M 51,452 +19,203 +60%
HWAM
153
Hennion & Walsh Asset Management
New Jersey
$1.78M 50,396 +11,455 +29%
GT
154
Glenmede Trust
Pennsylvania
$1.69M 47,919 +39,689 +482%
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$1.68M 47,487 -8,690 -15%
RWM
156
Ritholtz Wealth Management
New York
$1.68M 47,449 +6,702 +16%
CCP
157
Cunning Capital Partners
North Carolina
$1.67M 47,365 +47,365 New
TA
158
Tectonic Advisors
Texas
$1.67M 47,140 +5,280 +13%
CIP
159
Convergence Investment Partners
Florida
$1.66M 46,917 -13,789 -23%
CI
160
Ceera Investments
Texas
$1.65M 46,744 -385 -0.8%
HIM
161
Hanlon Investment Management
New Jersey
$1.64M 46,467 +46,467 New
Sumitomo Mitsui Trust Group
162
Sumitomo Mitsui Trust Group
Japan
$1.64M 46,304 +46,304 New
ACM
163
Argyle Capital Management
Pennsylvania
$1.62M 45,950 – –
SG Americas Securities
164
SG Americas Securities
New York
$1.6M 45,328 -42,151 -48%
LSERS
165
Louisiana State Employees Retirement System
Louisiana
$1.6M 41,900 -1,200 -3%
ASRS
166
Arizona State Retirement System
Arizona
$1.58M 44,590 -2,885 -6%
KWILP
167
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.57M 44,453 -47,247 -52%
CB
168
Commerce Bank
Missouri
$1.56M 44,263 +3,976 +10%
MCM
169
Mork Capital Management
California
$1.53M 43,290 – –
AIP
170
Ameritas Investment Partners
Nebraska
$1.5M 42,561 -1,392 -3%
Thrivent Financial for Lutherans
171
Thrivent Financial for Lutherans
Minnesota
$1.48M 41,870 -1,125 -3%
EI
172
EAM Investors
California
$1.45M 41,072 +41,072 New
RJFSA
173
Raymond James Financial Services Advisors
Florida
$1.45M 40,994 -53,430 -57%
State of Wisconsin Investment Board
174
State of Wisconsin Investment Board
Wisconsin
$1.44M 40,888 +28,380 +227%
SOMRS
175
State of Michigan Retirement System
Michigan
$1.43M 40,568 -1,200 -3%
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