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H&R Block

557 hedge funds and large institutions have $6.96B invested in H&R Block in 2025 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 181 increasing their positions, 210 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 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
557
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
401
$231K
402
$230K
403
$230K
404
$230K
405
$227K
406
$226K
407
$226K
408
$224K
409
$222K
410
$222K
411
$221K
412
$220K
413
$220K
414
$220K
415
$218K
416
$217K
417
$214K
418
$213K
419
$212K
420
$209K
421
$209K
422
$206K
423
$202K
424
$197K
425
$186K