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H&R Block

494 hedge funds and large institutions have $6.84B invested in H&R Block in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 166 increasing their positions, 163 reducing their positions, and 46 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:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.22% less ownership

Funds ownership: 91.62%90.39% (-1.2%)

31% less call options, than puts

Call options by funds: $35.1M | Put options by funds: $50.7M

Holders
494
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$35.1M
Puts
$50.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
301
$365K
302
$357K
303
$356K
304
$343K
305
$342K
306
$340K
307
$334K
308
$333K
309
$333K
310
$333K
311
$328K
312
$324K
313
$310K
314
$310K
315
$304K
316
$303K
317
$302K
318
$299K
319
$297K
320
$294K
321
$291K
322
$287K
323
$286K
324
$285K
325
$283K