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H&R Block
HRB

Overview Fund Activity

450 hedge funds and large institutions have $5.15B invested in H&R Block in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 146 increasing their positions, 157 reducing their positions, and 62 closing their positions.

Holders
450
Holders Change
-6
Holders Change %
-1.32%
% of All Funds
7.26%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
70
Increased
146
Reduced
157
Closed
62
Calls
$74M
Puts
$67.5M
Net Calls
+$6.46M
Net Calls Change
-$46.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$699M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$111M
3
Los Angeles Capital Management
3
Los Angeles Capital Management
California
$41.1M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$48.9M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$38.3M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$617M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$0
3
JAM
3
Jupiter Asset Management
United Kingdom
$38.7M
4
FFH
4
Fairfax Financial Holdings
Ontario, Canada
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$77.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$733M 20,080,859 +224,731 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$699M 19,158,318 +4,478,844 +31%
Vanguard Group
3
Vanguard Group
Pennsylvania
$617M 16,900,959 -1,864,464 -10%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$308M 8,436,857 +27,774 +0.3%
State Street
5
State Street
Massachusetts
$251M 6,819,909 -174,023 -2%
Charles Schwab
6
Charles Schwab
California
$143M 3,912,048 +302,482 +8%
Lazard Asset Management
7
Lazard Asset Management
New York
$111M 3,044,117 +1,002,316 +49%
Northern Trust
8
Northern Trust
Illinois
$85.8M 2,349,199 -38,243 -2%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$78.9M 2,161,616 -125,661 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$78.1M 2,139,870 +66,269 +3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$77.2M 2,114,553 -496,739 -19%
LSV Asset Management
12
LSV Asset Management
Illinois
$75.4M 2,066,081 +27,763 +1%
AQR Capital Management
13
AQR Capital Management
Connecticut
$73.2M 2,035,737 +602,289 +42%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$65.4M 1,791,021 +647,857 +57%
Norges Bank
15
Norges Bank
Norway
$58.1M 1,590,599 +502,150 +46%
Robeco Institutional Asset Management
16
Robeco Institutional Asset Management
Netherlands
$55.8M 1,528,291 +543,253 +55%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$53.7M 1,471,892 +229,467 +18%
Goldman Sachs
18
Goldman Sachs
New York
$52.7M 1,444,150 +155,377 +12%
Invesco
19
Invesco
Georgia
$49.5M 1,355,001 +127,579 +10%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$48.9M 1,338,037 +866,708 +184%
Morgan Stanley
21
Morgan Stanley
New York
$48M 1,313,625 +17,390 +1%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$45.6M 1,247,629 +443,924 +55%
Bank of America
23
Bank of America
North Carolina
$42.6M 1,166,700 +68,138 +6%
Artisan Partners
24
Artisan Partners
Wisconsin
$41.4M 1,135,293 -91,547 -7%
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$41.1M 1,126,202 +981,683 +679%
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