H&R Block, Inc.
Hedge Funds Holdings

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H&R Block, Inc.‘s stocks are currently a part of 365 hedge funds’ portfolios, which represents 79.11% of the total amount of its stocks outstanding. This makes up a total of 137.16M shares of H&R Block, Inc.. Compared to the previous quarter, the number fell by -3.78% or -5.38M shares fewer. As for the holding position changes, 28.22% (103) of current hedge fund investors increased the number of shares held, 37.26% (136) of current holders sold a part of the shares held, and 15.62% (57) closed the holdings completely. 54 hedge funds are new holders of H&R Block, Inc. stock in Q1 2022, it is 14.79% of total holders.

Hedge funds holding H&R Block (Q2 2017 – Q1 2022)

Number of hedge funds
Q2 2017 439
Q3 2017 422
Q4 2017 443
Q1 2018 443
Q2 2018 442
Q3 2018 429
Q4 2018 452
Q1 2019 443
Q2 2019 447
Q3 2019 423
Q4 2019 430
Q1 2020 372
Q2 2020 371
Q3 2020 363
Q4 2020 358
Q1 2021 364
Q2 2021 381
Q3 2021 384
Q4 2021 376
Q1 2022 365

Hedge funds changes in H&R Block positions (Q2 2017 – Q1 2022)

Changes in positions
Q2 2017 711401593831
Q3 2017 521451506213
Q4 2017 751551375026
Q1 2018 501531574439
Q2 2018 531441615133
Q3 2018 471331685427
Q4 2018 611501593745
Q1 2019 53182141607
Q2 2019 611421704826
Q3 2019 44138169675
Q4 2019 74119177564
Q1 2020 4412514798-42
Q2 2020 6112114157-9
Q3 2020 6211813968-24
Q4 2020 609915062-13
Q1 2021 611001375412
Q2 2021 67971454725
Q3 2021 561101374932
Q4 2021 411261404722
Q1 2022 541031365715

Hedge funds changes in H&R Block stock options (Q2 2017 – Q1 2022)

Changes in stock options
Q2 2017 25,278,000 27,149,000
Q3 2017 24,071,000 63,732,000
Q4 2017 16,043,633,000 112,303,000
Q1 2018 71,845,000 54,225,000
Q2 2018 60,763,000 120,247,000
Q3 2018 44,686,000 91,042,000
Q4 2018 3,038,833,000 27,082,661,000
Q1 2019 27,366,000 26,009,000
Q2 2019 23,601,000 20,184,000
Q3 2019 16,188,000 12,096,000
Q4 2019 13,053,000 13,521,000
Q1 2020 8,338,000 9,658,000
Q2 2020 13,501,000 19,464,000
Q3 2020 19,646,000 24,449,000
Q4 2020 23,175,000 25,883,000
Q1 2021 29,012,000 44,380,000
Q2 2021 27,103,000 36,200,960
Q3 2021 28,292,000 35,144,500
Q4 2021 104,528,188 26,896,152
Q1 2022 18,022,000 11,143,000

Top 50 hedge fund holders of H&R Block, Inc. (NYSE:HRB)

Hedge fund Value Shares owned Portfolio share
BLACKROCK INC. Larry Fink 844.67M 19.85M 0.029%
VANGUARD GROUP INC 798.28M 18.76M 0.024%
FMR LLC 624.46M 14.67M 0.065%
WELLINGTON MANAGEMENT GROUP LLP Jean Hynes 357.72M 8.40M 0.076%
STATE STREET CORP 299.45M 6.99M 0.019%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 153.55M 3.60M 0.055%
BANK OF NEW YORK MELLON CORP 111.08M 2.61M 0.027%
NORTHERN TRUST CORP 101.56M 2.38M 0.023%
JUPITER ASSET MANAGEMENT LTD 99.96M 2.35M 1.545%
FULLER & THALER ASSET MANAGEMENT, INC. 97.30M 2.28M 0.700%
DIMENSIONAL FUND ADVISORS LP 91.39M 2.14M 0.035%
GEODE CAPITAL MANAGEMENT, LLC 88.22M 2.07M 0.013%
LAZARD ASSET MANAGEMENT LLC 86.85M 2.04M 0.127%
LSV ASSET MANAGEMENT 86.71M 2.03M 0.204%
AQR CAPITAL MANAGEMENT LLC Cliff Asness 60.97M 1.43M 0.149%
MORGAN STANLEY 55.14M 1.29M 0.007%
GOLDMAN SACHS GROUP INC 54.82M 1.28M 0.013%
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 52.85M 1.24M 0.078%
INVESCO LTD. 52.21M 1.22M 0.017%
ARTISAN PARTNERS LIMITED PARTNERSHIP 52.19M 1.22M 0.092%
RENAISSANCE TECHNOLOGIES LLC Jim Simons 49.71M 1.16M 0.070%
HIGHTOWER ADVISORS, LLC 49.23M 1.15M 0.132%
SCHRODER INVESTMENT MANAGEMENT GROUP 48.63M 1.14M 0.081%
BANK OF AMERICA CORP /DE/ 46.73M 1.09M 0.006%
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN Prem Watsa 44.04M 1.03M 1.129%
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 41.90M 985.03K 0.134%
ROYCE & ASSOCIATES LP 39.78M 935.13K 0.450%
WEDGE CAPITAL MANAGEMENT L L P/NC 37.74M 887.36K 0.639%
MACQUARIE GROUP LTD 34.87M 817.73K 0.043%
AMERICAN CENTURY COMPANIES INC 34.39M 808.57K 0.030%
D. E. SHAW & CO., INC. David E. Shaw 34.18M 803.70K 0.041%
JPMORGAN CHASE & CO 32.15M 755.91K 0.005%
PEAK6 INVESTMENTS LLC 30.96M 727.8K 0.129%
VICTORY CAPITAL MANAGEMENT INC 30.84M 724.97K 0.036%
NUVEEN ASSET MANAGEMENT, LLC 29.34M 689.75K 0.012%
PRINCIPAL FINANCIAL GROUP INC 29.05M 683.09K 0.023%
NEWEDGE WEALTH, LLC 28.74M 675.64K 1.359%
VOLORIDGE INVESTMENT MANAGEMENT, LLC 28.70M 674.81K 0.155%
ACADIAN ASSET MANAGEMENT LLC 28.14M 661.72K 0.154%
RHUMBLINE ADVISERS 20.63M 485.13K 0.031%
PACER ADVISORS, INC. 20.53M 482.74K 0.143%
FULTON BREAKEFIELD BROENNIMAN LLC 20.49M 481.79K 1.925%
QUBE RESEARCH & TECHNOLOGIES LTD 20.05M 471.32K 0.119%
CITADEL ADVISORS LLC Ken Griffin 19.85M 466.8K 0.004%
CITADEL ADVISORS LLC Ken Griffin 19.56M 459.8K 0.004%
HSBC HOLDINGS PLC 19.49M 453.66K 0.032%
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 18.46M 434.02K 0.033%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 17.52M 411.88K 0.329%
FIRST TRUST ADVISORS LP 17.45M 410.35K 0.023%
UBS ASSET MANAGEMENT AMERICAS INC 17.39M 408.97K 0.010%