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H&R Block
HRB

Overview Fund Activity

456 hedge funds and large institutions have $5.86B invested in H&R Block in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 132 increasing their positions, 176 reducing their positions, and 45 closing their positions.

Holders
456
Holders Change
+23
Holders Change %
+5.31%
% of All Funds
7.89%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.09%
New
74
Increased
132
Reduced
176
Closed
45
Calls
$129M
Puts
$75.2M
Net Calls
+$53.4M
Net Calls Change
+$31.9M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$358M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$624M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$52.9M
4
BlackRock
4
BlackRock
New York
$845M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$48.6M

Top Sellers

1
JAM
1
Jupiter Asset Management
United Kingdom
$100M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$798M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$52.2M
4
State Street
4
State Street
Massachusetts
$299M
5
SMFG
5
Sumitomo Mitsui Financial Group
Japan
$3.03M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$845M 19,856,128 +751,766 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$798M 18,765,423 -842,997 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$624M 14,679,474 +1,898,139 +15%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$358M 8,409,083 +3,928,162 +88%
State Street
5
State Street
Massachusetts
$299M 6,993,932 -666,006 -9%
Charles Schwab
6
Charles Schwab
California
$154M 3,609,566 +655,199 +22%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$111M 2,611,292 -57,166 -2%
Northern Trust
8
Northern Trust
Illinois
$102M 2,387,442 +85,983 +4%
JAM
9
Jupiter Asset Management
United Kingdom
$100M 2,350,000 -6,847,552 -74%
Fuller & Thaler Asset Management
10
Fuller & Thaler Asset Management
California
$97.3M 2,287,277 -565,451 -20%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$91.4M 2,148,288 +147,300 +7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$88.2M 2,073,601 +46,155 +2%
Lazard Asset Management
13
Lazard Asset Management
New York
$86.9M 2,041,801 -307,360 -13%
LSV Asset Management
14
LSV Asset Management
Illinois
$86.7M 2,038,318 -98,297 -5%
AQR Capital Management
15
AQR Capital Management
Connecticut
$61M 1,433,448 +389,814 +37%
Morgan Stanley
16
Morgan Stanley
New York
$55.1M 1,296,235 -533,794 -29%
Goldman Sachs
17
Goldman Sachs
New York
$54.8M 1,288,773 -154,643 -11%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$52.9M 1,242,425 +929,849 +297%
Invesco
19
Invesco
Georgia
$52.2M 1,227,422 +149,288 +14%
Artisan Partners
20
Artisan Partners
Wisconsin
$52.2M 1,226,840 -739,503 -38%
Renaissance Technologies
21
Renaissance Technologies
New York
$49.7M 1,168,700 -174,100 -13%
HighTower Advisors
22
HighTower Advisors
Illinois
$49.2M 1,157,569 -7,112 -0.6%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$48.6M 1,143,164 +739,662 +183%
Bank of America
24
Bank of America
North Carolina
$46.7M 1,098,562 +609,241 +125%
Norges Bank
25
Norges Bank
Norway
$46.3M 1,088,449 -374,067 -26%
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