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H&R Block

559 hedge funds and large institutions have $6.96B invested in H&R Block in 2025 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 181 increasing their positions, 210 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

14% less repeat investments, than reductions

Existing positions increased: 181 | Existing positions reduced: 210

40% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $25.9M

Holders
559
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.5M
Puts
$25.9M
Net Calls
Net Calls Change

Top Buyers

1 +$70.4M
2 +$62.9M
3 +$49.2M
4
Marshall Wace
Marshall Wace
United Kingdom
+$48.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$40.4M

Top Sellers

1 -$194M
2 -$93.3M
3 -$63.5M
4
Boston Partners
Boston Partners
Massachusetts
-$40.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$29.4M
Name Holding Trade Value Shares
Change
Change in
Stake
351
$341K
352
$340K
353
$339K
354
$338K
355
$336K
356
$335K
357
$332K
358
$325K
359
$322K
360
$317K
361
$317K
362
$317K
363
$313K
364
$313K
365
$311K
366
$308K
367
$307K
368
$303K
369
$301K
370
$293K
371
$288K
372
$282K
373
$280K
374
$278K
375
$275K