H&R Block
409 hedge funds and large institutions have $5.71B invested in H&R Block in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 125 increasing their positions, 141 reducing their positions, and 51 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more call options, than puts
Call options by funds: $ | Put options by funds: $
4% more funds holding
Funds holding: 395 → 409 (+14)
1.48% more ownership
Funds ownership: 88.65% → 90.14% (+1.5%)
11% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 141
Holders
409
Holding in Top 10
3
Calls
$62.7M
Puts
$52.1M
Top Buyers
| 1 | +$53.7M | |
| 2 | +$20.7M | |
| 3 | +$11.8M | |
| 4 |
Goldman Sachs
New York
|
+$9.5M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$8.87M |
Top Sellers
| 1 | -$42.4M | |
| 2 | -$33.8M | |
| 3 | -$24.1M | |
| 4 |
Invesco
Atlanta,
Georgia
|
-$14.5M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$14M |