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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 %
BC
201
Barnett & Company
Tennessee
$935K 25,620 -5,150 -17%
TRSOTSOK
202
Teachers Retirement System of the State of Kentucky
Kentucky
$935K 25,615 -2,600 -9%
NMERB
203
New Mexico Educational Retirement Board
New Mexico
$916K 25,100 – –
Mariner
204
Mariner
Kansas
$892K 24,422 +1,536 +7%
UCFA
205
United Capital Financial Advisors
Texas
$864K 23,659 -2,984 -11%
National Bank of Canada
206
National Bank of Canada
Quebec, Canada
$858K 24,197 -13,095 -35%
Wealthfront Advisers
207
Wealthfront Advisers
California
$853K 23,350 -503 -2%
Skandinaviska Enskilda Banken (SEB)
208
Skandinaviska Enskilda Banken (SEB)
Sweden
$851K 23,300 – –
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$845K 23,152 +1,223 +6%
IFS
210
Ifrah Financial Services
Arkansas
$839K 22,973 -752 -3%
PSC
211
Portman Square Capital
United Kingdom
$824K 22,567 +22,567 New
NYLIM
212
New York Life Investment Management
New York
$814K 22,308 +2,860 +15%
HCWM
213
Harrison & Co Wealth Management
Virginia
$812K 22,231 -299 -1%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$808K 22,121 -1,849 -8%
Neuberger Berman Group
215
Neuberger Berman Group
New York
$804K 22,030 +10,445 +90%
QC
216
Quent Capital
New York
$795K 21,766 +740 +4%
CI
217
Ceera Investments
Texas
$794K 21,749 – –
SOADOR
218
State of Alaska Department of Revenue
Alaska
$794K 21,763 -385 -2%
Squarepoint
219
Squarepoint
New York
$789K 21,602 +21,602 New
AWM
220
AE Wealth Management
Kansas
$788K 21,584 +4,509 +26%
VI
221
Versor Investments
New York
$784K 21,481 -22,740 -51%
RFG
222
Range Financial Group
Oregon
$778K 21,303 +398 +2%
US Bancorp
223
US Bancorp
Minnesota
$757K 20,740 +782 +4%
Assenagon Asset Management
224
Assenagon Asset Management
Luxembourg
$744K 20,391 +20,391 New
Cambridge Investment Research Advisors
225
Cambridge Investment Research Advisors
Iowa
$741K 20,303 +2,180 +12%
7 8
9
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