Filing Details

Accession Number:
0000902664-22-001041
Form Type:
13G Filing
Publication Date:
2022-02-02 19:00:00
Filed By:
Jupiter Asset Management Ltd
Company:
H&R Block Inc (NYSE:HRB)
Filing Date:
2022-02-03
SEC Url:
13G Filing
Ownership Summary

Please notice the below summary table is generated without human intervention and may contain errors. Please refer to the complete filing displayed below for exact figures.

Name Sole Voting Power Shared Voting Power Sole Dispositive Power Shared Dispositive Power Aggregate Amount Owned Power Percent of Class
Jupiter Asset Management Ltd 11,088,022 11,088,022 11,088,022 6.31%
Filing

 

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
 
 
SCHEDULE 13G/A
 
 
Under the Securities Exchange Act of 1934
 
(Amendment No. 3)*
 

H&R Block Inc.

(Name of Issuer)
 

Common Stock, without par value

(Title of Class of Securities)
 

093671105

(CUSIP Number)
 

12/31/2021

(Date of Event Which Requires Filing of this Statement)
 
 
Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
 
¨ Rule 13d-1(b)
x Rule 13d-1(c)
¨ Rule 13d-1(d)
 
(Page 1 of 6 Pages)

 

______________________________

* The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

 

 

CUSIP No. 093671105

SC 13G/APage 2 of 6 Pages

 

1

NAMES OF REPORTING PERSONS

Jupiter Asset Management Ltd

2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP

(a) ¨

(b)

3 SEC USE ONLY
4

CITIZENSHIP OR PLACE OF ORGANIZATION

England and Wales

NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON WITH:
5

SOLE VOTING POWER

- 0 -

6

SHARED VOTING POWER

11,088,022

7

SOLE DISPOSITIVE POWER

- 0 -

8

SHARED DISPOSITIVE POWER

11,088,022

9

AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

11,088,022

10 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES ¨
11

PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

6.31%

12

TYPE OF REPORTING PERSON

OO, FI

         

 

 

 

CUSIP No. 093671105

SC 13G/APage 3 of 6 Pages

 

 

Item 1(a). NAME OF ISSUER.
   
  H&R Block Inc.

 

Item 1(b). ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES:
   
  One H&R Block Way, Kansas City, Missouri 64105

 

Item 2(a). NAME OF PERSON FILING:
   
  Jupiter Asset Management Ltd

 

Item 2(b). ADDRESS OF PRINCIPAL BUSINESS OFFICE OR, IF NONE, RESIDENCE:
   
 

Jupiter Asset Management Ltd

The Zig Zag Building

70 Victoria Street

London SW1E 6SQ

 

Item 2(c). CITIZENSHIP:
   
  England and Wales

 

Item 2(d). TITLE OF CLASS OF SECURITIES:
   
  Common Stock, without par value

 

Item 2(e). CUSIP NUMBER:
   
  093671105

 

Item 3. IF THIS STATEMENT IS FILED PURSUANT TO §§ 240.13d-1(b) OR 240.13d-2(b) OR (c), CHECK WHETHER THE PERSON FILING IS A:

 

  (a) ¨ Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o);
  (b) ¨ Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c);
  (c) ¨ Insurance company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c);
  (d) ¨ Investment company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
  (e) ¨ Investment adviser in accordance with Rule 13d-1(b)(1)(ii)(E);
  (f) ¨

Employee benefit plan or endowment fund in accordance with

Rule 13d-1(b)(1)(ii)(F);

 

CUSIP No. 093671105

SC 13G/APage 4 of 6 Pages

 

 

  (g) ¨

Parent holding company or control person in accordance with

Rule 13d-1(b)(1)(ii)(G);

  (h) ¨

Savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);

 

  (i) ¨

Church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act (15 U.S.C. 80a-3);

 

  (j) ¨ Non-U.S. institution in accordance with Rule 13d-1(b)(1)(ii)(J);
  (k) ¨ Group, in accordance with Rule 13d-1(b)(1)(ii)(K).

 

  If filing as a non-U.S. institution in accordance with Rule 13d-1(b)(1)(ii)(J), please
  specify the type of institution:    

 

 

Item 4. OWNERSHIP.
   
  Jupiter Asset Management Ltd
   
  (a) Amount Beneficially Owned: 11,088,022 shares of Common Stock
     
  (b) Percent of Class:  6.31% The percentages set forth in this Item 4 and in the rest of this Schedule 13G/A are based upon a total of 175,629,423 shares of Common Stock outstanding as of October 29, 2021 as reported by the Issuer in its Form 10-Q for the quarterly period ended September 30, 2021 filed with the Securities and Exchange Commission on November 4, 2021.
     
  (c) Number of shares as to which such person has:
     
    (i) Sole power to vote or to direct the vote:
       
      0
       
    (ii) Shared power to vote or to direct the vote:
       
      11,088,022 shares of Common Stock
       
    (iii) Sole power to dispose or to direct the disposition of:
       
      0
       
    (iv) Shared power to dispose or to direct the disposition of:
       
      11,088,022 shares of Common Stock
   

 

 

CUSIP No. 093671105

SC 13G/APage 5 of 6 Pages

 

  Jupiter Asset Management Ltd provides investment advisory and management services and has acquired the securities of the issuer solely for investment purposes on behalf of client accounts over which it has investment discretion.  The securities of the Issuer are held in such accounts for the economic benefit of the beneficiaries of those accounts.  This statement should not be construed as an admission that Jupiter Asset Management Ltd is, for the purposes of Section 13(d) or 13(g) of the Exchange Act, a beneficial owner of any securities covered by this statement.

 

Item 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS.
   
  If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following ☐.

 

Item 6. OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER PERSON.
   
  See Item 4.

 

Item 7. IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY.
   
  Not applicable.

 

Item 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP.
   
  Not applicable.

 

Item 9. NOTICE OF DISSOLUTION OF GROUP.
   
  Not applicable.

 

Item 10. CERTIFICATION.
   
  Each of the Reporting Persons hereby makes the following certification:
   
  By signing below, each Reporting Person certifies that, to the best of his or its knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.

 

 

CUSIP No. 093671105

SC 13G/APage 6 of 6 Pages

 

SIGNATURES

After reasonable inquiry and to the best of our knowledge and belief, the undersigned certify that the information set forth in this statement is true, complete and correct.

DATED: February 3, 2022

 

JUPITER ASSET MANAGEMENT LTD  
   
   
/s/ Katie Carter  
Name: Katie Carter  
Title: Head of Fund Risk & Compliance