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H&R Block

384 hedge funds and large institutions have $3.7B invested in H&R Block in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 108 increasing their positions, 142 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

6% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 54

1% less funds holding

Funds holding: 386384 (-2)

24% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 142

Holders
384
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18M
Puts
$11.1M
Net Calls
Net Calls Change

Top Sellers

1 -$104M
2 -$50.4M
3 -$32.1M
4
Northern Trust
Northern Trust
Illinois
-$27M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$26.1M
Name Holding Trade Value Shares
Change
Change in
Stake
226
$440K
227
$436K
228
$435K
229
$434K
230
$414K
231
$411K
232
$410K
233
$400K
234
$396K
235
$393K
236
$393K
237
$391K
238
$385K
239
$384K
240
$382K
241
$378K
242
$364K
243
$353K
244
$347K
245
$346K
246
$344K
247
$338K
248
$332K
249
$330K
250
$326K