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H&R Block

389 hedge funds and large institutions have $3.57B invested in H&R Block in 2021 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 98 increasing their positions, 149 reducing their positions, and 50 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:

less ownership

Funds ownership:

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

25% less call options, than puts

Call options by funds: $27.1M | Put options by funds: $36.1M

34% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 149

Holders
389
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$27.1M
Puts
$36.1M
Net Calls
Net Calls Change

Top Buyers

1 +$23.4M
2 +$22.7M
3 +$19.6M
4
Goldman Sachs
Goldman Sachs
New York
+$19M
5
Citadel Advisors
Citadel Advisors
Florida
+$13.9M

Top Sellers

1 -$80.1M
2 -$33.7M
3 -$33.7M
4
Squarepoint
Squarepoint
New York
-$24.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$22.5M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$139K
302
$137K
303
$125K
304
$125K
305
$120K
306
$120K
307
$117K
308
$101K
309
$78K
310
$64K
311
$63K
312
$62K
313
$60K
314
$57K
315
$53K
316
$52K
317
$51K
318
$43K
319
$42K
320
$38K
321
$38K
322
$36K
323
$31K
324
$31K
325
$25K