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H&R Block
HRB

Overview Fund Activity

450 hedge funds and large institutions have $5.15B invested in H&R Block in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 146 increasing their positions, 157 reducing their positions, and 62 closing their positions.

Holders
450
Holders Change
-6
Holders Change %
-1.32%
% of All Funds
7.26%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
70
Increased
146
Reduced
157
Closed
62
Calls
$74M
Puts
$67.5M
Net Calls
+$6.46M
Net Calls Change
-$46.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$699M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$111M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$41.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$48.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$38.3M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$617M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$38.7M
4
FFH
4
Fairfax Financial Holdings
Ontario, Canada
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$77.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CB
151
Commerce Bank
Missouri
$1.93M 52,943 +4,407 +9%
HIM
152
Hanlon Investment Management
New Jersey
$1.86M 50,977 +1,914 +4%
RWM
153
Ritholtz Wealth Management
New York
$1.84M 50,312 +92 +0.2%
Mitsubishi UFJ Trust & Banking
154
Mitsubishi UFJ Trust & Banking
Japan
$1.74M 47,526 +5,852 +14%
OPERF
155
Oregon Public Employees Retirement Fund
Oregon
$1.67M 45,780 -807 -2%
DekaBank Deutsche Girozentrale
156
DekaBank Deutsche Girozentrale
Germany
$1.67M 45,948 +15,931 +53%
ASRS
157
Arizona State Retirement System
Arizona
$1.65M 45,133 +1,764 +4%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$1.65M 45,101 +45,101 New
Massachusetts Financial Services
159
Massachusetts Financial Services
Massachusetts
$1.64M 44,819 +44,819 New
AA
160
ALPS Advisors
Colorado
$1.62M 44,456 +2,251 +5%
ACM
161
Argyle Capital Management
Pennsylvania
$1.61M 44,150 -1,800 -4%
GC
162
Guggenheim Capital
Illinois
$1.59M 43,462 -3,899 -8%
MCM
163
Mork Capital Management
California
$1.58M 43,290 – –
CAM
164
Concorde Asset Management
Michigan
$1.57M 43,090 +20,747 +93%
AIP
165
Ameritas Investment Partners
Nebraska
$1.55M 40,235 -808 -2%
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$1.55M 42,394 -16,770 -28%
IEFM
167
IQ EQ Fund Management
Ireland
$1.55M 42,358 -7,865 -16%
SG Americas Securities
168
SG Americas Securities
New York
$1.54M 42,230 +25,174 +148%
LSERS
169
Louisiana State Employees Retirement System
Louisiana
$1.52M 41,600 -900 -2%
Nordea Investment Management
170
Nordea Investment Management
Sweden
$1.51M 42,112 +42,112 New
RIM
171
Redwood Investment Management
Arizona
$1.5M 41,020 +11,136 +37%
WG
172
Winton Group
United Kingdom
$1.49M 40,684 -216,902 -84%
BCM
173
Bridgeway Capital Management
Texas
$1.46M 40,100 -27,000 -40%
GF
174
Gabelli Funds
New York
$1.46M 40,000 – –
SOMRS
175
State of Michigan Retirement System
Michigan
$1.44M 39,568 -700 -2%
5 6
7
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