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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
251
$362K
252
$362K
253
$355K
254
$353K
255
$348K
256
$345K
257
$342K
258
$336K
259
$333K
260
$333K
261
$326K
262
$319K
263
$318K
264
$315K
265
$314K
266
$301K
267
$299K
268
$290K
269
$282K
270
$278K
271
$273K
272
$269K
273
$267K
274
$258K
275
$257K