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H&R Block
HRB

Overview Fund Activity

433 hedge funds and large institutions have $4.92B invested in H&R Block in 2022 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 115 increasing their positions, 146 reducing their positions, and 50 closing their positions.

Holders
433
Holders Change
+49
Holders Change %
+12.76%
% of All Funds
7.32%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
108
Increased
115
Reduced
146
Closed
50
Calls
$81.3M
Puts
$59.8M
Net Calls
+$21.5M
Net Calls Change
+$14.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$451M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$158M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$47.4M
4
WCM
4
Wedge Capital Management
North Carolina
$32.5M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$36.3M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$83M
2
JAM
2
Jupiter Asset Management
United Kingdom
$325M
3
BlackRock
3
BlackRock
New York
$675M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$693M
5
Swedbank
5
Swedbank
Sweden
$7.63M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$693M 19,608,420 -848,439 -4%
BlackRock
2
BlackRock
New York
$675M 19,104,362 -1,621,316 -8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$451M 12,781,335 +4,690,930 +58%
JAM
4
Jupiter Asset Management
United Kingdom
$325M 9,197,552 -1,865,666 -17%
State Street
5
State Street
Massachusetts
$273M 7,659,938 -230,048 -3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$158M 4,480,921 +1,896,262 +73%
Charles Schwab
7
Charles Schwab
California
$104M 2,954,367 -15,078 -0.5%
Fuller & Thaler Asset Management
8
Fuller & Thaler Asset Management
California
$101M 2,852,728 -772,701 -21%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$94.3M 2,668,458 +129,745 +5%
Lazard Asset Management
10
Lazard Asset Management
New York
$83M 2,349,161 -3,595,837 -60%
Northern Trust
11
Northern Trust
Illinois
$81.3M 2,301,459 +331,972 +17%
LSV Asset Management
12
LSV Asset Management
Illinois
$75.5M 2,136,615 -236,400 -10%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$71.6M 2,027,446 -95,897 -5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$70.7M 2,000,988 +112,893 +6%
Artisan Partners
15
Artisan Partners
Wisconsin
$69.5M 1,966,343 -625,674 -24%
Morgan Stanley
16
Morgan Stanley
New York
$64.6M 1,830,029 +800,767 +78%
Norges Bank
17
Norges Bank
Norway
$51.7M 1,462,516 -353,808 -19%
Goldman Sachs
18
Goldman Sachs
New York
$51M 1,443,416 +8,038 +0.6%
Renaissance Technologies
19
Renaissance Technologies
New York
$47.4M 1,342,800 +1,342,800 New
RA
20
Royce & Associates
New York
$47.1M 1,333,656 -576,361 -30%
HighTower Advisors
21
HighTower Advisors
Illinois
$41.1M 1,164,681 +171,460 +17%
FFH
22
Fairfax Financial Holdings
Ontario, Canada
$39.6M 1,120,894 – –
Invesco
23
Invesco
Georgia
$38.1M 1,078,134 +317,223 +42%
AQR Capital Management
24
AQR Capital Management
Connecticut
$36.3M 1,043,634 +873,787 +514%
SMFG
25
Sumitomo Mitsui Financial Group
Japan
$32.8M 514,374 +79,599 +18%
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