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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 %
CC
201
Corton Capital
Ontario, Canada
$967K 27,391 +27,391 New
Federated Hermes
202
Federated Hermes
Pennsylvania
$954K 27,017 -1,252 -4%
NMIMC
203
Northwestern Mutual Investment Management Company
Wisconsin
$944K 26,714 -614 -2%
CI Investments Inc
204
CI Investments Inc
Ontario, Canada
$942K 26,681 +13,702 +106%
DTL
205
Dynamic Technology Lab
Singapore
$927K 26,242 +26,242 New
BC
206
Barnett & Company
Tennessee
$922K 26,100 -30,800 -54%
HCM
207
Huber Capital Management
California
$917K 25,967 -20,950 -45%
Group One Trading
208
Group One Trading
Illinois
$902K 25,535 +25,535 New
NMERB
209
New Mexico Educational Retirement Board
New Mexico
$887K 25,100 -12,900 -34%
HCWM
210
Harrison & Co Wealth Management
Virginia
$880K 24,929 -14,671 -37%
EMG
211
ETF Managers Group
New Jersey
$875K 25,294 +25,294 New
Allianz Asset Management
212
Allianz Asset Management
Germany
$870K 24,644 +24,644 New
TCMG
213
TSP Capital Management Group
New Jersey
– – – –
Bank of Nova Scotia
214
Bank of Nova Scotia
Ontario, Canada
$857K 24,268 -8,214 -25%
Wealthfront Advisers
215
Wealthfront Advisers
California
$853K 24,156 -479 -2%
CIC
216
Crawford Investment Counsel
Georgia
$852K 24,115 -4,750 -16%
Simplex Trading
217
Simplex Trading
Illinois
$848K 24,015 +15,123 +170%
Public Employees Retirement Association of Colorado
218
Public Employees Retirement Association of Colorado
Colorado
$847K 23,970 – –
IFS
219
Ifrah Financial Services
Arkansas
$839K 23,757 +23,757 New
BCM
220
Bayesian Capital Management
New York
$816K 23,100 +23,100 New
SOADOR
221
State of Alaska Department of Revenue
Alaska
$809K 22,933 -555 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
222
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$804K 22,775 +22,775 New
GI
223
GAMCO Investors
Connecticut
$795K 22,500 -9,800 -30%
ATC
224
Argent Trust Co
Tennessee
$786K 22,248 +7,528 +51%
QT
225
Quantamental Technologies
New York
$776K 21,976 +21,976 New
7 8
9
10 11