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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
251
$566K
252
$559K
253
$548K
254
$540K
255
$529K
256
$526K
257
$525K
258
$522K
259
$522K
260
$522K
261
$521K
262
$520K
263
$515K
264
$503K
265
$496K
266
$489K
267
$468K
268
$465K
269
$465K
270
$443K
271
$442K
272
$436K
273
$432K
274
$430K
275
$426K