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H&R Block
HRB

Overview Fund Activity

433 hedge funds and large institutions have $4.92B invested in H&R Block in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 115 increasing their positions, 146 reducing their positions, and 50 closing their positions.

Holders
433
Holders Change
+49
Holders Change %
+12.76%
% of All Funds
7.32%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
108
Increased
115
Reduced
146
Closed
50
Calls
$81.3M
Puts
$59.8M
Net Calls
+$21.5M
Net Calls Change
+$14.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$451M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$158M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$47.4M
4
WCM
4
Wedge Capital Management
North Carolina
$32.5M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$36.3M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$83M
2
JAM
2
Jupiter Asset Management
United Kingdom
$325M
3
BlackRock
3
BlackRock
New York
$675M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$693M
5
Swedbank
5
Swedbank
Sweden
$7.63M
Name Market Value Shares Shares
Change 		Shares
Change %
CIG
176
Cairn Investment Group
Washington
$1.41M 39,970 -2,350 -6%
Amundi
177
Amundi
France
$1.34M 36,544 +35,166 +2,552%
Mitsubishi UFJ Trust & Banking
178
Mitsubishi UFJ Trust & Banking
Japan
$1.34M 37,932 -21,768 -36%
RIM
179
Redwood Investment Management
Arizona
$1.25M 35,511 -16,990 -32%
Janus Henderson Group
180
Janus Henderson Group
United Kingdom
$1.23M 34,781 -2,412 -6%
Creative Planning
181
Creative Planning
Kansas
$1.22M 34,410 +2,451 +8%
Jane Street
182
Jane Street
New York
$1.2M 34,074 -93,907 -73%
MAM
183
Meeder Asset Management
Ohio
$1.2M 33,896 +23,654 +231%
HIIFS
184
Harel Insurance Investments & Financial Services
Israel
$1.19M 33,700 +32,151 +2,076%
Neuberger Berman Group
185
Neuberger Berman Group
New York
$1.19M 33,566 +33,566 New
UCFA
186
United Capital Financial Advisors
Texas
$1.18M 33,447 -320 -0.9%
M&T Bank
187
M&T Bank
New York
$1.18M 34,481 +161 +0.5%
X
188
Xponance
Pennsylvania
$1.15M 32,623 +670 +2%
SA
189
Shilanski & Associates
Alaska
$1.15M 32,349 +32,349 New
Tudor Investment Corp
190
Tudor Investment Corp
Connecticut
$1.1M 31,258 +31,258 New
HSA
191
Hussman Strategic Advisors
Maryland
$1.1M 31,000 -125,000 -80%
Cetera Investment Advisers
192
Cetera Investment Advisers
Illinois
$1.1M 30,995 +9,392 +43%
AR
193
Advisory Research
Illinois
$1.09M 30,931 +30,931 New
DU
194
Delphia (USA)
Ontario, Canada
$1.08M 30,664 +30,664 New
SO
195
STRS Ohio
Ohio
$1.06M 30,070 +30,070 New
ACP
196
Ashfield Capital Partners
California
$1.06M 30,000 – –
National Bank of Canada
197
National Bank of Canada
Quebec, Canada
$1.03M 29,175 +22,411 +331%
RWA
198
Redhawk Wealth Advisors
Minnesota
$1.01M 28,446 +8,683 +44%
GCM
199
Graham Capital Management
Connecticut
$1M 28,401 +11,630 +69%
AIL
200
AGF Investments LLC
Ontario, Canada
$979K 27,732 -6,713 -19%
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