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H&R Block

386 hedge funds and large institutions have $3.38B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

13% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 144

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

23% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $26.9M

Holders
386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.6M
Puts
$26.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
226
$537K
227
$527K
228
$521K
229
$516K
230
$514K
231
$511K
232
$499K
233
$495K
234
$490K
235
$489K
236
$452K
237
$442K
238
$437K
239
$426K
240
$425K
241
$424K
242
$415K
243
$412K
244
$402K
245
$400K
246
$394K
247
$393K
248
$374K
249
$371K
250
$365K