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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
276
$233K
277
$231K
278
$227K
279
$222K
280
$222K
281
$220K
282
$217K
283
$216K
284
$213K
285
$212K
286
$209K
287
$206K
288
$176K
289
$160K
290
$144K
291
$138K
292
$137K
293
$127K
294
$125K
295
$114K
296
$101K
297
$98K
298
$94K
299
$89K
300
$71K