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H&R Block

386 hedge funds and large institutions have $3.38B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 125 increasing their positions, 144 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

13% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 144

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

23% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $26.9M

Holders
386
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$20.6M
Puts
$26.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
326
$24K
327
$24K
328
$23K
329
$20K
330
$19K
331
$19K
332
$18K
333
$18K
334
$17K
335
$16K
336
$15K
337
$15K
338
$14K
339
$14K
340
$13K
341
$12K
342
$12K
343
$12K
344
$10K
345
$10K
346
$9K
347
$9K
348
$9K
349
$8K
350
$8K