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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
426
$2K
427
$2K
428
$1.83K
429
$1.46K
430
$1.28K
431
$1.21K
432
$1.17K
433
$1.13K
434
$1K
435
$1K
436
$913
437
$913
438
$913
439
$840
440
$773
441
$767
442
$730
443
$709
444
$694
445
$621
446
$511
447
$438
448
$370
449
$329
450
$292