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H&R Block

495 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, 167 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%90.4% (-1.2%)

31% less call options, than puts

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

Holders
495
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
351
$250K
352
$250K
353
$238K
354
$236K
355
$234K
356
$234K
357
$234K
358
$234K
359
$233K
360
$232K
361
$230K
362
$229K
363
$227K
364
$223K
365
$223K
366
$220K
367
$219K
368
$219K
369
$219K
370
$219K
371
$218K
372
$217K
373
$214K
374
$213K
375
$212K