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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
276
$256K
277
$246K
278
$246K
279
$244K
280
$241K
281
$236K
282
$227K
283
$220K
284
$219K
285
$217K
286
$217K
287
$216K
288
$216K
289
$210K
290
$209K
291
$208K
292
$206K
293
$206K
294
$196K
295
$190K
296
$166K
297
$159K
298
$133K
299
$129K
300
$125K