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H&R Block
HRB

Overview Fund Activity

386 hedge funds and large institutions have $3.38B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 44 closing their positions.

Holders
386
Holders Change
-5
Holders Change %
-1.28%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
43
Increased
125
Reduced
144
Closed
44
Calls
$20.6M
Puts
$26.9M
Net Calls
-$6.29M
Net Calls Change
+$567K

Top Buyers

1
BlackRock
1
BlackRock
New York
$534M
2
RA
2
Royce & Associates
New York
$42.6M
3
LHC
3
Lodge Hill Capital
New York
$16.5M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$11.3M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$8.07M

Top Sellers

1
Hotchkis & Wiley Capital Management
1
Hotchkis & Wiley Capital Management
California
$8.67M
2
Russell Investments Group
2
Russell Investments Group
United Kingdom
$19.6M
3
JAM
3
Jupiter Asset Management
United Kingdom
$262M
4
American Century Companies
4
American Century Companies
Missouri
$15M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$576M 24,452,418 -588,601 -2%
BlackRock
2
BlackRock
New York
$534M 22,659,527 +2,932,437 +15%
JAM
3
Jupiter Asset Management
United Kingdom
$262M 11,088,022 -1,044,651 -9%
State Street
4
State Street
Massachusetts
$165M 6,928,827 +14,525 +0.2%
Lazard Asset Management
5
Lazard Asset Management
New York
$139M 5,904,021 +262,017 +5%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$85.8M 3,641,124 -44,035 -1%
Northern Trust
7
Northern Trust
Illinois
$70.8M 3,006,103 -50,051 -2%
Artisan Partners
8
Artisan Partners
Wisconsin
$64.3M 2,730,656 -92,603 -3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$62.1M 2,637,773 +134,143 +5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$61.2M 2,599,040 -383,356 -13%
LSV Asset Management
11
LSV Asset Management
Illinois
$56.4M 2,395,300 +190,720 +9%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$53.9M 2,285,359 -45,832 -2%
Norges Bank
13
Norges Bank
Norway
$45.2M 1,919,641 +87,873 +5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$43.9M 1,861,772 +4,082 +0.2%
RA
15
Royce & Associates
New York
$42.6M 1,808,220 +1,406,182 +350%
First Trust Advisors
16
First Trust Advisors
Illinois
$38.8M 1,645,093 -113,702 -6%
Goldman Sachs
17
Goldman Sachs
New York
$36.9M 1,566,232 -145,947 -9%
Franklin Resources
18
Franklin Resources
California
$30.8M 1,305,515 -68,971 -5%
FFH
19
Fairfax Financial Holdings
Ontario, Canada
$26.4M 1,120,894 – –
Morgan Stanley
20
Morgan Stanley
New York
$26.1M 1,105,885 -128,386 -10%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$25.3M 1,075,895 -353,916 -25%
Swedbank
22
Swedbank
Sweden
$25M 1,056,891 – –
Charles Schwab
23
Charles Schwab
California
$24.4M 1,036,414 -7,455 -0.7%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$24.2M 1,026,061 -157,547 -13%
Invesco
25
Invesco
Georgia
$22.2M 941,357 -80,898 -8%
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