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H&R Block
HRB

Overview Fund Activity

391 hedge funds and large institutions have $3.73B invested in H&R Block in 2021 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 50 closing their positions.

Holders
391
Holders Change
+2
Holders Change %
+0.51%
% of All Funds
6.87%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
57
Increased
108
Reduced
140
Closed
50
Calls
$28.3M
Puts
$35.1M
Net Calls
-$6.85M
Net Calls Change
+$2.15M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.6M
2
American Century Companies
2
American Century Companies
Missouri
$38.5M
3
Northern Trust
3
Northern Trust
Illinois
$76.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$44M
5
AssetMark Inc
5
AssetMark Inc
California
$12.6M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.14M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$626M
3
Franklin Resources
3
Franklin Resources
California
$34.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$6.2M
5
Man Group
5
Man Group
United Kingdom
$2.87M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$626M 25,041,019 -1,064,129 -4%
BlackRock
2
BlackRock
New York
$493M 19,727,090 -416,575 -2%
JAM
3
Jupiter Asset Management
United Kingdom
$303M 12,132,673 -328,695 -3%
State Street
4
State Street
Massachusetts
$175M 6,914,302 -25,292 -0.4%
Lazard Asset Management
5
Lazard Asset Management
New York
$141M 5,642,004 -2,122 -0%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$92.1M 3,685,159 +7,915 +0.2%
Northern Trust
7
Northern Trust
Illinois
$76.4M 3,056,154 +754,014 +33%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$74.6M 2,982,396 -578,705 -16%
Artisan Partners
9
Artisan Partners
Wisconsin
$70.6M 2,823,259 -26,269 -0.9%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$62.6M 2,503,630 +1,458,897 +140%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$58.4M 2,335,080 -28,960 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$58.3M 2,331,191 +34,400 +1%
LSV Asset Management
13
LSV Asset Management
Illinois
$55.1M 2,204,580 -19,153 -0.9%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$47.2M 1,889,493 +122,989 +7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$46.4M 1,857,690 +332,353 +22%
Norges Bank
16
Norges Bank
Norway
$45.8M 1,831,768 -41,123 -2%
First Trust Advisors
17
First Trust Advisors
Illinois
$44M 1,758,795 +671,072 +62%
Goldman Sachs
18
Goldman Sachs
New York
$42.8M 1,712,179 -371,719 -18%
American Century Companies
19
American Century Companies
Missouri
$38.5M 1,538,994 +1,415,222 +1,143%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$35.7M 1,429,811 -122,315 -8%
Franklin Resources
21
Franklin Resources
California
$34.4M 1,374,486 -1,016,930 -43%
Morgan Stanley
22
Morgan Stanley
New York
$30.9M 1,234,271 -6,326 -0.5%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$29.6M 1,183,608 +96,701 +9%
Wells Fargo
24
Wells Fargo
California
$28.8M 1,151,827 -163,049 -12%
FFH
25
Fairfax Financial Holdings
Ontario, Canada
$28M 1,120,894 +350,000 +45%
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