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H&R Block
HRB

Overview Fund Activity

384 hedge funds and large institutions have $3.7B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 142 reducing their positions, and 54 closing their positions.

Holders
384
Holders Change
-2
Holders Change %
-0.52%
% of All Funds
6.08%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
57
Increased
108
Reduced
142
Closed
54
Calls
$18M
Puts
$11.1M
Net Calls
+$6.88M
Net Calls Change
+$13.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$211M
2
SMFG
2
Sumitomo Mitsui Financial Group
Japan
$60.9M
3
Charles Schwab
3
Charles Schwab
California
$77.3M
4
State Street
4
State Street
Massachusetts
$207M
5
FC
5
Franchise Capital
Cayman Islands
$6.96M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$533M
2
BlackRock
2
BlackRock
New York
$540M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$10.7M
4
Northern Trust
4
Northern Trust
Illinois
$51.3M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$1.9M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$540M 20,725,678 -1,933,849 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$533M 20,456,859 -3,995,559 -16%
JAM
3
Jupiter Asset Management
United Kingdom
$288M 11,063,218 -24,804 -0.2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$211M 8,090,405 +8,085,933 +180,812%
State Street
5
State Street
Massachusetts
$207M 7,889,986 +961,159 +14%
Lazard Asset Management
6
Lazard Asset Management
New York
$155M 5,944,998 +40,977 +0.7%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$94.4M 3,625,429 -15,695 -0.4%
Charles Schwab
8
Charles Schwab
California
$77.3M 2,969,445 +1,933,031 +187%
Artisan Partners
9
Artisan Partners
Wisconsin
$67.5M 2,592,017 -138,639 -5%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$67.3M 2,584,659 -53,114 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$66.1M 2,538,713 -60,327 -2%
LSV Asset Management
12
LSV Asset Management
Illinois
$61.8M 2,373,015 -22,285 -0.9%
SMFG
13
Sumitomo Mitsui Financial Group
Japan
$60.9M 434,775 +424,597 +4,172%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$55.3M 2,123,343 -162,016 -7%
Northern Trust
15
Northern Trust
Illinois
$51.3M 1,969,487 -1,036,616 -34%
RA
16
Royce & Associates
New York
$49.7M 1,910,017 +101,797 +6%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$49.2M 1,888,095 +26,323 +1%
Norges Bank
18
Norges Bank
Norway
$47.3M 1,816,324 -103,317 -5%
Goldman Sachs
19
Goldman Sachs
New York
$37.4M 1,435,378 -130,854 -8%
FFH
20
Fairfax Financial Holdings
Ontario, Canada
$29.2M 1,120,894 – –
Swedbank
21
Swedbank
Sweden
$27.5M 1,057,398 +507 +0%
Morgan Stanley
22
Morgan Stanley
New York
$26.8M 1,029,262 -76,623 -7%
HighTower Advisors
23
HighTower Advisors
Illinois
$25.9M 993,221 +66,499 +7%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$24.7M 950,453 +119,193 +14%
PPA
25
Parametric Portfolio Associates
Washington
$22.5M 863,708 +27,434 +3%
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