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H&R Block
HRB

Overview Fund Activity

456 hedge funds and large institutions have $5.86B invested in H&R Block in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 132 increasing their positions, 176 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.89%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
74
Increased
132
Reduced
176
Closed
45
Calls
$129M
Puts
$75.2M
Net Calls
+$53.4M
Net Calls Change
+$31.9M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$358M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$624M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$52.9M
4
BlackRock
BlackRock
New York
$845M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$48.6M

Top Sellers

1
JAM
Jupiter Asset Management
United Kingdom
$100M
2
Vanguard Group
Vanguard Group
Pennsylvania
$798M
3
Artisan Partners
Artisan Partners
Wisconsin
$52.2M
4
State Street
State Street
Massachusetts
$299M
5
SMFG
Sumitomo Mitsui Financial Group
Japan
$3.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
176
Raymond James Financial Services Advisors
Florida
$1.64M -$109K -2,558 -6%
EGM
177
Engineers Gate Manager
New York
$1.61M -$3.57M -83,895 -69%
CCP
178
Cunning Capital Partners
North Carolina
$1.6M -$416K -9,790 -21%
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$1.58M +$344K +8,117 +28%
KWILP
180
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.57M – – –
EI
181
EAM Investors
California
$1.56M -$184K -4,330 -11%
AIL
182
AGF Investments LLC
Ontario, Canada
$1.55M +$366K +8,613 +31%
Creative Planning
183
Creative Planning
Kansas
$1.54M +$72.9K +1,714 +5%
Sumitomo Mitsui Trust Group
184
Sumitomo Mitsui Trust Group
Japan
$1.52M -$447K -10,500 -23%
CIP
185
Convergence Investment Partners
Florida
$1.52M -$480K -11,297 -24%
E
186
Ergoteles
New York
$1.51M +$1.51M +35,568 New
RWA
187
Redhawk Wealth Advisors
Minnesota
$1.46M +$252K +5,913 +21%
ACM
188
AlphaCrest Capital Management
New York
$1.44M -$5.4M -127,003 -79%
M&T Bank
189
M&T Bank
New York
$1.42M -$45.6K -1,072 -3%
HIIFS
190
Harel Insurance Investments & Financial Services
Israel
$1.41M -$52.1K -1,200 -4%
MC
191
Maverick Capital
Texas
$1.4M +$1.4M +32,843 New
BPM
192
Bowling Portfolio Management
Ohio
$1.37M +$1.37M +32,206 New
X
193
Xponance
Pennsylvania
$1.36M -$32.1K -755 -2%
BC
194
Barnett & Company
Tennessee
$1.31M +$199K +4,670 +18%
DekaBank Deutsche Girozentrale
195
DekaBank Deutsche Girozentrale
Germany
$1.29M +$566K +13,228 +79%
ACP
196
Ashfield Capital Partners
California
$1.28M – – –
RIM
197
Redwood Investment Management
Arizona
$1.27M -$239K -5,627 -16%
MAM
198
Meeder Asset Management
Ohio
$1.27M -$172K -4,044 -12%
State of Wisconsin Investment Board
199
State of Wisconsin Investment Board
Wisconsin
$1.26M -$481K -11,307 -28%
Walleye Trading
200
Walleye Trading
New York
$1.24M +$1.24M +29,020 New
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