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H&R Block

494 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, 166 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%90.39% (-1.2%)

31% less call options, than puts

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

Holders
494
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
376
$209K
377
$206K
378
$204K
379
$203K
380
$202K
381
$201K
382
$196K
383
$138K
384
$138K
385
$133K
386
$130K
387
$129K
388
$127K
389
$125K
390
$124K
391
$122K
392
$120K
393
$119K
394
$107K
395
$102K
396
$96.4K
397
$90K
398
$90K
399
$84.9K
400
$80K