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H&R Block

387 hedge funds and large institutions have $3.39B invested in H&R Block in 2021 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 144 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

2% less funds holding

Funds holding: 393387 (-6)

1.86% less ownership

Funds ownership: 83.84%81.98% (-1.9%)

9% less capital invested

Capital invested by funds: $3.73B → $3.39B (-$342M)

13% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 144

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

23% less call options, than puts

Call options by funds: $20.6M | Put options by funds: $26.9M

Holders
387
Holders Change
-6
Holders Change %
-1.53%
% of All Funds
5.96%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
43
Increased
126
Reduced
144
Closed
45
Calls
$20.6M
Puts
$26.9M
Net Calls
-$6.29M
Net Calls Change
+$567K
Name Holding Trade Value Shares
Change
Change in
Stake
DOA
426
D'Orazio & Associates
Virginia
-$5K -215 Closed
GRP
427
Global Retirement Partners
California
-$2K -69 Closed
CI
428
CX Institutional
Indiana
-$1K -30 Closed
ED
429
Exane Derivatives
France
-$725 -29 Closed
SC
430
Schubert & Co
Texas
+$509 +21 New