HRB icon

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 %
LP
176
LMR Partners
United Kingdom
$1.41M 38,486 -24,409 -39%
DA
177
Duality Advisers
Florida
$1.4M 38,379 +16,710 +77%
CCP
178
Cunning Capital Partners
North Carolina
$1.37M 37,575 – –
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$1.37M 32,931 +6,284 +24%
M&T Bank
180
M&T Bank
New York
$1.36M 37,306 +3,897 +12%
SSA
181
Schonfeld Strategic Advisors
New York
$1.32M 36,270 +22,670 +167%
SFS
182
Sowell Financial Services
Arkansas
$1.32M 35,802 +35,802 New
CIP
183
Convergence Investment Partners
Florida
$1.32M 36,032 +412 +1%
RWA
184
Redhawk Wealth Advisors
Minnesota
$1.3M 35,500 +1,141 +3%
Millennium Management
185
Millennium Management
New York
$1.3M 35,498 -95,415 -73%
KWM
186
Kingsview Wealth Management
Oregon
$1.25M 34,319 -7,919 -19%
Creative Planning
187
Creative Planning
Kansas
$1.24M 33,983 -2,141 -6%
X
188
Xponance
Pennsylvania
$1.21M 33,249 +1,381 +4%
HIIFS
189
Harel Insurance Investments & Financial Services
Israel
$1.19M 32,500 – –
Cerity Partners
190
Cerity Partners
New York
$1.18M 32,404 +32,404 New
Janus Henderson Group
191
Janus Henderson Group
United Kingdom
$1.16M 31,814 -31,816 -50%
Canada Pension Plan Investment Board
192
Canada Pension Plan Investment Board
Ontario, Canada
$1.15M 31,400 -27,200 -46%
SA
193
Shilanski & Associates
Alaska
$1.13M 30,836 +30,836 New
Twin Tree Management
194
Twin Tree Management
Texas
$1.12M 30,758 -218,138 -88%
BAM
195
Blueshift Asset Management
New Jersey
$1.11M 30,511 +30,511 New
Connor, Clark & Lunn Investment Management (CC&L)
196
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.06M 29,104 +29,104 New
EMG
197
ETF Managers Group
New Jersey
$1.01M 27,709 -15,551 -36%
Grantham, Mayo, Van Otterloo & Co (GMO)
198
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$967K 26,490 +26,490 New
EGM
199
Engineers Gate Manager
New York
$955K 26,166 -11,651 -31%
LTAS
200
Linden Thomas Advisory Services
North Carolina
$941K 25,786 +25,786 New
6 7
8
9 10