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H&R Block
HRB

Overview Fund Activity

420 hedge funds and large institutions have $5.06B invested in H&R Block in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 139 increasing their positions, 164 reducing their positions, and 75 closing their positions.

Holders
420
Holders Change
-30
Holders Change %
-6.67%
% of All Funds
6.72%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
50
Increased
139
Reduced
164
Closed
75
Calls
$64.4M
Puts
$45.8M
Net Calls
+$18.7M
Net Calls Change
+$12.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$805M
2
Boston Partners
2
Boston Partners
Massachusetts
$123M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$180M
4
Citadel Advisors
4
Citadel Advisors
Florida
$29.5M
5
Pacer Advisors
5
Pacer Advisors
Pennsylvania
$55.8M

Top Sellers

1
BlackRock
1
BlackRock
New York
$654M
2
State Street
2
State Street
Massachusetts
$201M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$507K
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$18.4M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$569M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$805M 22,837,684 +3,679,366 +19%
BlackRock
2
BlackRock
New York
$654M 18,564,742 -1,516,117 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$569M 16,154,653 -746,306 -4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$303M 8,588,344 +151,487 +2%
State Street
5
State Street
Massachusetts
$201M 5,667,831 -1,152,078 -17%
Lazard Asset Management
6
Lazard Asset Management
New York
$180M 5,109,506 +2,065,389 +68%
Charles Schwab
7
Charles Schwab
California
$128M 3,624,385 -287,663 -7%
Boston Partners
8
Boston Partners
Massachusetts
$123M 3,487,351 +3,487,351 New
Northern Trust
9
Northern Trust
Illinois
$80.7M 2,288,937 -60,262 -3%
AQR Capital Management
10
AQR Capital Management
Connecticut
$79.3M 2,263,893 +228,156 +11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$78.7M 2,231,856 +91,986 +4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$76.5M 2,170,429 +77,897 +4%
Fuller & Thaler Asset Management
13
Fuller & Thaler Asset Management
California
$75.6M 2,143,412 -18,204 -0.8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$73M 2,071,490 -43,063 -2%
LSV Asset Management
15
LSV Asset Management
Illinois
$67.6M 1,916,615 -149,466 -7%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$65.5M 1,856,873 +65,852 +4%
Bank of America
17
Bank of America
North Carolina
$61.9M 1,755,748 +589,048 +50%
Norges Bank
18
Norges Bank
Norway
$56.7M 1,608,862 +18,263 +1%
Pacer Advisors
19
Pacer Advisors
Pennsylvania
$55.8M 1,582,723 +712,400 +82%
Robeco Institutional Asset Management
20
Robeco Institutional Asset Management
Netherlands
$54.8M 1,554,385 +26,094 +2%
Los Angeles Capital Management
21
Los Angeles Capital Management
California
$51.4M 1,456,971 +330,769 +29%
Artisan Partners
22
Artisan Partners
Wisconsin
$38M 1,078,484 -56,809 -5%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$35.9M 1,017,264 -230,365 -18%
Morgan Stanley
24
Morgan Stanley
New York
$35.3M 1,000,787 -312,838 -24%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$34.6M 980,578 -491,314 -33%
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