H&R Block
466 hedge funds and large institutions have $6.15B invested in H&R Block in 2023 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 126 increasing their positions, 159 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
4% less call options, than puts
Call options by funds: $43.3M | Put options by funds: $45M
1.9% less ownership
Funds ownership: 90.14% → 88.24% (-1.9%)
21% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 159
Holders
466
Holding in Top 10
4
Calls
$43.3M
Puts
$45M
Top Buyers
| 1 | +$39.2M | |
| 2 | +$32M | |
| 3 | +$28.1M | |
| 4 |
Man Group
London,
United Kingdom
|
+$25.2M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$19.8M |
Top Sellers
| 1 | -$71M | |
| 2 | -$56.3M | |
| 3 | -$42.9M | |
| 4 |
State Street
Boston,
Massachusetts
|
-$27.5M |
| 5 |
BlackRock
New York
|
-$24M |