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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 %
PCMU
201
Paragon Capital Management (Utah)
Utah
$1.23M +$1.23M +28,806 New
GCM
202
Graham Capital Management
Connecticut
$1.22M +$14.1K +332 +1%
TRSOTSOK
203
Teachers Retirement System of the State of Kentucky
Kentucky
$1.2M +$1.2M +28,215 New
Federated Hermes
204
Federated Hermes
Pennsylvania
$1.17M +$24.6K +578 +2%
UCFA
205
United Capital Financial Advisors
Texas
$1.13M -$289K -6,804 -20%
NMERB
206
New Mexico Educational Retirement Board
New Mexico
$1.07M – – –
PFO
207
Pathstone Family Office
New Jersey
$1.06M +$797K +18,696 +300%
OQS
208
Occudo Quantitative Strategies
Florida
$1.04M +$618K +14,536 +148%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$1.02M – – –
Wealthfront Advisers
210
Wealthfront Advisers
California
$1.02M -$12.9K -303 -1%
IFS
211
Ifrah Financial Services
Arkansas
$1.01M -$1.36K -32 -0.1%
Skandinaviska Enskilda Banken (SEB)
212
Skandinaviska Enskilda Banken (SEB)
Sweden
$991K +$225K +5,300 +29%
Bank of Nova Scotia
213
Bank of Nova Scotia
Ontario, Canada
$989K -$43.7K -1,027 -4%
CCIA
214
Campbell & Co Investment Adviser
Maryland
$986K +$61.3K +1,441 +7%
Group One Trading
215
Group One Trading
Illinois
$985K -$102K -2,388 -9%
NMIMC
216
Northwestern Mutual Investment Management Company
Wisconsin
$981K -$156K -3,665 -14%
AG
217
Algert Global
California
$976K -$1.9M -44,568 -66%
Mariner
218
Mariner
Kansas
$974K +$63.5K +1,493 +7%
HCWM
219
Harrison & Co Wealth Management
Virginia
$958K -$102K -2,399 -10%
SO
220
STRS Ohio
Ohio
$953K -$326K -7,666 -25%
CAM
221
Concorde Asset Management
Michigan
$950K +$950K +22,343 New
SOADOR
222
State of Alaska Department of Revenue
Alaska
$942K -$33.4K -785 -3%
Zurich Cantonal Bank
223
Zurich Cantonal Bank
Switzerland
$933K – – –
CI
224
Ceera Investments
Texas
$925K -$1.06M -24,995 -53%
DA
225
Duality Advisers
Florida
$922K +$922K +21,669 New
7 8
9
10 11