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H&R Block

451 hedge funds and large institutions have $5.15B invested in H&R Block in 2022 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 147 increasing their positions, 157 reducing their positions, and 62 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

6% less repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 157

1% less funds holding

Funds holding: 457451 (-6)

12% less capital invested

Capital invested by funds: $5.86B → $5.15B (-$708M)

Holders
451
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
$74M
Puts
$67.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
401
$8.29K
402
$8K
403
$7.89K
404
$7.08K
405
$7.05K
406
$7K
407
$6.57K
408
$5.62K
409
$5.48K
410
$5.48K
411
$5K
412
$4.96K
413
$4.75K
414
$4.59K
415
$4.42K
416
$4.34K
417
$4.13K
418
$4K
419
$3.54K
420
$3.21K
421
$3.14K
422
$2.45K
423
$2.41K
424
$2.19K
425
$2.01K