HRB icon

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
251
$631K
252
$628K
253
$627K
254
$621K
255
$614K
256
$603K
257
$598K
258
$597K
259
$591K
260
$591K
261
$582K
262
$572K
263
$557K
264
$552K
265
$549K
266
$547K
267
$546K
268
$543K
269
$533K
270
$516K
271
$512K
272
$510K
273
$498K
274
$494K
275
$493K