H&R Block
420 hedge funds and large institutions have $5.06B invested in H&R Block in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 139 increasing their positions, 164 reducing their positions, and 75 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
15% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 164
33% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 75
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Holders
420
Holding in Top 10
2
Calls
$64.4M
Puts
$45.8M
Top Buyers
| 1 | +$130M | |
| 2 | +$123M | |
| 3 | +$72.8M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$28.8M |
| 5 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$25.1M |
Top Sellers
| 1 | -$53.4M | |
| 2 | -$40.9M | |
| 3 | -$36.5M | |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$28.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$26.3M |