HRB icon

H&R Block
HRB

Overview Fund Activity

384 hedge funds and large institutions have $3.7B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 142 reducing their positions, and 54 closing their positions.

Holders
384
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
57
Increased
108
Reduced
142
Closed
54
Calls
$18M
Puts
$11.1M
Net Calls
+$6.88M
Net Calls Change
+$13.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$211M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$60.9M
3
Charles Schwab
3
Charles Schwab
California
$77.3M
4
State Street
4
State Street
Massachusetts
$207M
5
FC
5
Franchise Capital
Cayman Islands
$6.96M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$533M
2
BlackRock
2
BlackRock
New York
$540M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$10.7M
4
Northern Trust
4
Northern Trust
Illinois
$51.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
176
Janus Henderson Group
United Kingdom
$969K -$17.7K -680 -2%
CANY
177
Caxton Associates (New York)
New York
$926K +$926K +35,573 New
Balyasny Asset Management
178
Balyasny Asset Management
Illinois
$924K +$924K +35,476 New
EFI
179
EHP Funds Inc
Canada
$904K +$904K +34,700 New
AIL
180
AGF Investments LLC
Ontario, Canada
$897K +$57.7K +2,215 +7%
M&T Bank
181
M&T Bank
New York
$894K -$33.7K -1,292 -4%
II
182
Inspire Investing
Idaho
$885K +$85.5K +3,284 +11%
UCFA
183
United Capital Financial Advisors
Texas
$879K -$133K -5,125 -13%
EVM
184
Eaton Vance Management
Massachusetts
$854K +$988 +38 +0.1%
Bank of Nova Scotia
185
Bank of Nova Scotia
Ontario, Canada
$846K -$206K -7,912 -20%
Osaic Holdings
186
Osaic Holdings
Arizona
$843K +$9.69K +335 +1%
GI
187
GAMCO Investors
Connecticut
$841K – – –
Deutsche Bank
188
Deutsche Bank
Germany
$840K -$1.95K -75 -0.2%
X
189
Xponance
Pennsylvania
$832K -$43K -1,650 -5%
Creative Planning
190
Creative Planning
Kansas
$832K +$32.6K +1,252 +4%
EP
191
Edgestream Partners
New Jersey
$808K -$1.39M -53,518 -63%
KWM
192
Kingsview Wealth Management
Oregon
$808K -$6.33K -243 -0.8%
QOP
193
Quinn Opportunity Partners
Virginia
$807K -$4.16M -159,694 -84%
ACP
194
Ashfield Capital Partners
California
$781K – – –
NIPH
195
NN Investment Partners Holdings
Netherlands
$771K -$781K -30,000 -50%
CIC
196
Crawford Investment Counsel
Georgia
$752K +$44.9K +1,725 +6%
Federated Hermes
197
Federated Hermes
Pennsylvania
$737K -$32.7K -1,255 -4%
NMIMC
198
Northwestern Mutual Investment Management Company
Wisconsin
$712K -$46.5K -1,786 -6%
BC
199
Bridgefront Capital
Texas
$699K +$699K +26,829 New
Walleye Capital
200
Walleye Capital
New York
$695K +$695K +26,693 New
6 7
8
9 10