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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 %
AAM
151
Auxier Asset Management
Oregon
$2.31M -$258K -6,070 -10%
RCM
152
Rings Capital Management
Illinois
$2.26M – – –
TA
153
Tectonic Advisors
Texas
$2.2M +$190K +4,467 +9%
IEFM
154
IQ EQ Fund Management
Ireland
$2.14M -$831K -19,544 -28%
RWM
155
Ritholtz Wealth Management
New York
$2.14M +$118K +2,771 +6%
HIM
156
Hanlon Investment Management
New Jersey
$2.09M +$110K +2,596 +6%
CB
157
Commerce Bank
Missouri
$2.07M +$182K +4,273 +10%
BA
158
Bridgewater Associates
Connecticut
$2.05M -$3.92M -92,250 -66%
GC
159
Guggenheim Capital
Illinois
$2.02M -$2.02M -47,399 -50%
OPERF
160
Oregon Public Employees Retirement Fund
Oregon
$1.98M -$38.3K -900 -2%
ACM
161
Argyle Capital Management
Pennsylvania
$1.96M – – –
Deutsche Bank
162
Deutsche Bank
Germany
$1.88M -$309K -7,253 -14%
VI
163
Versor Investments
New York
$1.88M +$1.88M +44,221 New
ASRS
164
Arizona State Retirement System
Arizona
$1.85M -$51.9K -1,221 -3%
MCM
165
Mork Capital Management
California
$1.84M – – –
EMG
166
ETF Managers Group
New Jersey
$1.84M +$764K +17,966 +71%
LSERS
167
Louisiana State Employees Retirement System
Louisiana
$1.81M +$25.5K +600 +1%
Thrivent Financial for Lutherans
168
Thrivent Financial for Lutherans
Minnesota
$1.8M +$15.7K +369 +0.9%
KWM
169
Kingsview Wealth Management
Oregon
$1.8M +$1.4M +32,867 +351%
AA
170
ALPS Advisors
Colorado
$1.8M -$1.5M -35,266 -46%
Mitsubishi UFJ Trust & Banking
171
Mitsubishi UFJ Trust & Banking
Japan
$1.77M +$159K +3,742 +10%
AIP
172
Ameritas Investment Partners
Nebraska
$1.75M -$64.5K -1,518 -4%
SOMRS
173
State of Michigan Retirement System
Michigan
$1.71M -$12.8K -300 -0.7%
GF
174
Gabelli Funds
New York
$1.7M -$574K -13,500 -25%
RGI
175
River Global Investors
United Kingdom
$1.68M -$652K -15,320 -28%
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