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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
276
$424K
277
$420K
278
$413K
279
$412K
280
$411K
281
$403K
282
$403K
283
$402K
284
$397K
285
$395K
286
$387K
287
$374K
288
$372K
289
$370K
290
$368K
291
$368K
292
$361K
293
$360K
294
$358K
295
$353K
296
$352K
297
$327K
298
$324K
299
$322K
300
$321K