H&R Block
478 hedge funds and large institutions have $6.27B invested in H&R Block in 2024 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 178 reducing their positions, and 46 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
478
Holders Change
+13
Holders Change %
+2.8%
% of All Funds
6.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
63
Increased
152
Reduced
178
Closed
46
Calls
$75.6M
Puts
$53.6M
Net Calls
+$22M
Net Calls Change
+$23.8M
Top Buyers
| 1 |
Charles Schwab
San Francisco,
California
|
+$43.2M |
| 2 |
Squarepoint
New York
|
+$40M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$37.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$35.8M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$26.3M |
Top Sellers
| 1 |
BlackRock
New York
|
-$61.5M |
| 2 |
Morgan Stanley
New York
|
-$47.3M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$46.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$39.2M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$37.9M |
