H&R Block
452 hedge funds and large institutions have $5.16B invested in H&R Block in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 148 increasing their positions, 157 reducing their positions, and 62 closing their positions.
13% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 62
5.93% more ownership
Funds ownership: 86.3% → 92.24% (+5.9%)
10% more call options, than puts
Call options by funds: $74M | Put options by funds: $67.5M
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
6% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 157
1% less funds holding
Funds holding: 458 → 452 (-6)
12% less capital invested
Capital invested by funds: $5.87B → $5.16B (-$710M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$182M |
| 2 |
Lazard Asset Management
New York
|
+$40.7M |
| 3 |
Los Angeles Capital Management
Los Angeles,
California
|
+$39.9M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$35.2M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$75.8M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$52.4M |
| 3 |
Renaissance Technologies
New York
|
-$49.7M |
| 4 |
FFH
Fairfax Financial Holdings
Toronto,
Ontario, Canada
|
-$44M |
| 5 |
Bank of New York Mellon
New York
|
-$20.2M |
HRB Hedge Fund Activity: Q4 2022 in Review
452 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in H&R Block (HRB) for Q4 2022, worth a combined $5.16B — down 12% from $5.87B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new HRB positions and 62 closed out — a net gain of 8 holders — while 148 added to existing stakes and 157 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $182M. The largest seller was Vanguard Group, cutting an estimated $75.8M.
- 452 institutional investors held H&R Block (HRB) as of Q4 2022, down from 458 in Q3 2022.
- Funds reported $5.16B of H&R Block stock for Q4 2022, down 12% quarter-over-quarter.
- 70 funds opened new H&R Block positions in Q4 2022 and 62 closed out, a net change of +8 holders.
- The largest H&R Block buyer in Q4 2022 was Fidelity Investments, an estimated $182M added.
- The largest H&R Block seller in Q4 2022 was Vanguard Group, an estimated $75.8M sold.
Based on aggregated 13F filings for Q4 2022.