H&R Block
HRB
HRB
456 hedge funds and large institutions have $5.86B invested in H&R Block in 2022 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 132 increasing their positions, 176 reducing their positions, and 45 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
1.89% more ownership
Funds ownership: 84.21% → 86.1% (+1.9%)
25% less repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 176
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Holders
456
Holding in Top 10
5
Calls
$129M
Puts
$75.2M
Top Buyers
| 1 | +$167M | |
| 2 | +$80.7M | |
| 3 | +$39.6M | |
| 4 |
BlackRock
New York
|
+$32M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$31.5M |
Top Sellers
| 1 | -$291M | |
| 2 | -$35.9M | |
| 3 | -$31.5M | |
| 4 |
State Street
Boston,
Massachusetts
|
-$28.5M |
| 5 |
SMFG
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
-$25.7M |