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H&R Block

494 hedge funds and large institutions have $6.83B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.31% less ownership

Funds ownership: 91.62%90.31% (-1.3%)

31% less call options, than puts

Call options by funds: $35.1M | Put options by funds: $50.7M

Holders
494
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$35.1M
Puts
$50.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
226
$890K
227
$885K
228
$884K
229
$882K
230
$877K
231
$861K
232
$855K
233
$855K
234
$844K
235
$828K
236
$827K
237
$825K
238
$813K
239
$800K
240
$775K
241
$763K
242
$762K
243
$732K
244
$730K
245
$726K
246
$673K
247
$660K
248
$648K
249
$638K
250
$632K