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H&R Block
HRB

Overview Fund Activity

386 hedge funds and large institutions have $3.38B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 44 closing their positions.

Holders
386
Holders Change
-5
Holders Change %
-1.28%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
43
Increased
125
Reduced
144
Closed
44
Calls
$20.6M
Puts
$26.9M
Net Calls
-$6.29M
Net Calls Change
+$567K

Top Buyers

1
BlackRock
1
BlackRock
New York
$534M
2
RA
2
Royce & Associates
New York
$42.6M
3
LHC
3
Lodge Hill Capital
New York
$16.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$11.3M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$8.07M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$8.67M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$19.6M
3
JAM
3
Jupiter Asset Management
United Kingdom
$262M
4
American Century Companies
4
American Century Companies
Missouri
$15M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TC
176
Trilogy Capital
California
$939K 39,864 +1,412 +4%
UCFA
177
United Capital Financial Advisors
Texas
$916K 38,892 -5,645 -13%
CIG
178
Cairn Investment Group
Washington
$907K 38,490 -15 -0%
MLICM
179
Metropolitan Life Insurance Company (MetLife)
New York
$896K 38,019 -1,260 -3%
NMERB
180
New Mexico Educational Retirement Board
New Mexico
$895K 38,000 – –
Janus Henderson Group
181
Janus Henderson Group
United Kingdom
$892K 37,873 -100,172 -73%
Mirae Asset Global Investments
182
Mirae Asset Global Investments
South Korea
$868K 36,853 +1,058 +3%
TI
183
Tidal Investments
Wisconsin
$857K 36,365 +6,220 +21%
M&T Bank
184
M&T Bank
New York
$839K 35,612 +43 +0.1%
PC
185
Prairiewood Capital
North Dakota
$837K 35,533 -4,844 -12%
WI
186
WBI Investments
New Jersey
$827K 35,116 -9,441 -21%
ESCM
187
Echo Street Capital Management
New York
$827K 35,108 +35,108 New
TA
188
Tectonic Advisors
Texas
$805K 34,174 +16,352 +92%
X
189
Xponance
Pennsylvania
$792K 33,603 -1,170 -3%
Handelsbanken Fonder
190
Handelsbanken Fonder
Sweden
$792K 33,600 – –
EVM
191
Eaton Vance Management
Massachusetts
$773K 32,795 +47 +0.1%
Deutsche Bank
192
Deutsche Bank
Germany
$762K 32,324 -78,661 -71%
GI
193
GAMCO Investors
Connecticut
$761K 32,300 – –
AIL
194
AGF Investments LLC
Ontario, Canada
$759K 32,230 +7,662 +31%
KWM
195
Kingsview Wealth Management
Oregon
$736K 31,260 -46,557 -60%
AWM
196
AE Wealth Management
Kansas
$735K 31,202 +14,260 +84%
ACP
197
Aviance Capital Partners
Florida
$733K 31,097 -6,485 -17%
Creative Planning
198
Creative Planning
Kansas
$723K 30,707 +5,009 +19%
II
199
Inspire Investing
Idaho
$723K 30,693 +30,693 New
OAM
200
Occidental Asset Management
California
$721K 30,608 +1,773 +6%
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