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H&R Block

450 hedge funds and large institutions have $5.15B invested in H&R Block in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 146 increasing their positions, 157 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

7% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 157

1% less funds holding

Funds holding: 456450 (-6)

12% less capital invested

Capital invested by funds: $5.86B → $5.15B (-$708M)

Holders
450
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
$74M
Puts
$67.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
226
$738K
227
$728K
228
$723K
229
$723K
230
$720K
231
$716K
232
$711K
233
$702K
234
$693K
235
$692K
236
$691K
237
$679K
238
$673K
239
$668K
240
$668K
241
$665K
242
$657K
243
$629K
244
$621K
245
$617K
246
$616K
247
$608K
248
$598K
249
$596K
250
$581K