HRB icon

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
251
$326K
252
$325K
253
$325K
254
$309K
255
$307K
256
$303K
257
$303K
258
$302K
259
$299K
260
$286K
261
$283K
262
$277K
263
$275K
264
$268K
265
$267K
266
$263K
267
$260K
268
$253K
269
$252K
270
$251K
271
$248K
272
$244K
273
$240K
274
$235K
275
$234K