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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
326
$25K
327
$23K
328
$23K
329
$20K
330
$20K
331
$19K
332
$19K
333
$18K
334
$18K
335
$16K
336
$14K
337
$14K
338
$13K
339
$12K
340
$12K
341
$12K
342
$12K
343
$11K
344
$10K
345
$10K
346
$10K
347
$9K
348
$9K
349
$9K
350
$9K