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H&R Block

494 hedge funds and large institutions have $6.84B 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 46 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)

1.22% less ownership

Funds ownership: 91.62%90.39% (-1.2%)

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
$893K
227
$890K
228
$885K
229
$884K
230
$882K
231
$877K
232
$861K
233
$855K
234
$855K
235
$844K
236
$828K
237
$827K
238
$825K
239
$813K
240
$800K
241
$775K
242
$763K
243
$762K
244
$732K
245
$730K
246
$726K
247
$673K
248
$660K
249
$648K
250
$638K